← 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
Aviva
Aviva
United Kingdom
$220M +$4.98M 3 0.46% Increased
127
Lazard Asset Management
Lazard Asset Management
New York
$220M +$9.16M 3 0.3% Increased
128
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$215M +$8.67M 5 0.74% Increased
129
Balyasny Asset Management
Balyasny Asset Management
Illinois
$205M +$124M 5 0.31% Increased
130
VARA
Value Aligned Research Advisors
New Jersey
$204M -$45.8M 1 4.3% Reduced
131
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$202M +$155M 3 1.9% Increased
132
Capital Group Private Client Services
Capital Group Private Client Services
California
$201M -$2.45M 2 1.74% Reduced
133
Citadel Advisors
Citadel Advisors
Florida
$195M -$124M 6 0.03% Reduced
134
US Bancorp
US Bancorp
Minnesota
$194M +$4.2M 6 0.24% Increased
135
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$193M -$19M 2 0.57% Reduced
136
CET
Clean Energy Transition
United Kingdom
$192M -$62.2M 3 15.35% Reduced
137
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$188M +$14.6M 6 0.03% Increased
138
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$188M -$6.38M 3 1.78% Reduced
139
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$185M +$4.16M 3 2.21% Increased
140
PointState Capital
PointState Capital
New York
$182M -$48.5M 1 2.78% Reduced
141
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$181M -$643K 4 0.77% Reduced
142
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$177M +$18.1M 1 1.7% Increased
143
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$174M +$73.7M 3 0.28% Increased
144
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$173M +$169K 2 1.71% Increased
145
Westfield Capital Management
Westfield Capital Management
Massachusetts
$172M -$78.1M 1 0.72% Reduced
146
Man Group
Man Group
United Kingdom
$171M +$94M 4 0.33% Increased
147
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$171M -$13.4M 4 0.42% Reduced
148
National Bank of Canada
National Bank of Canada
Quebec, Canada
$169M -$165M 6 0.16% Reduced
149
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$168M +$4.27M 2 4.25% Increased
150
Allspring Global Investments
Allspring Global Investments
North Carolina
$168M +$90.7M 6 0.28% Increased