← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
126
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$137M -$83.1M 3 0.83% Reduced
127
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$137M +$15.7M 4 0.59% Increased
128
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$136M +$16.9M 3 1.74% Increased
129
AGF Management
AGF Management
Ontario, Canada
$134M +$40.6M 1 0.71% Increased
130
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$134M -$66.1M 4 0.16% Reduced
131
US Bancorp
US Bancorp
Minnesota
$134M +$14.2M 6 0.18% Increased
132
William Blair & Company
William Blair & Company
Illinois
$131M +$77.9M 4 0.4% Increased
133
William Blair Investment Management
William Blair Investment Management
Illinois
$129M -$12.1M 2 0.36% Reduced
134
Tredje AP-fonden
Tredje AP-fonden
Sweden
$129M +$89.3M 1 1.2% Increased
135
Artemis Investment Management
Artemis Investment Management
United Kingdom
$128M +$101M 2 1.96% Increased
136
Danske Bank
Danske Bank
Denmark
$126M +$39.6M 4 0.39% Increased
137
Mariner
Mariner
Kansas
$126M +$15.5M 5 0.21% Increased
138
Silvercrest Asset Management
Silvercrest Asset Management
New York
$126M -$24.5M 4 0.9% Reduced
139
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$125M +$4.17M 5 0.32% Increased
140
Credit Agricole
Credit Agricole
France
$124M +$4.3M 2 0.39% Increased
141
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$124M -$666K 2 1.29% Reduced
142
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$123M -$99.5M 1 0.1% Reduced
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$123M -$15.1M 2 0.26% Reduced
144
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$122M +$129M 4 1.07% Increased
145
Capital Group Private Client Services
Capital Group Private Client Services
California
$120M +$26.6M 2 1.17% Increased
146
ZP
Zimmer Partners
New York
$119M +$92.8M 3 2.24% Increased
147
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$111M +$3.99M 4 0.16% Increased
148
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$111M +$8.2M 3 2.23% Increased
149
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$111M +$37M 1 1.07% Increased
150
Capital World Investors
Capital World Investors
California
$111M -$1.23B 1 0.02% Reduced