← 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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$224M +$32.3M 3 1.37% Increased
127
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$223M +$2.68M 5 0.71% Increased
128
Balyasny Asset Management
Balyasny Asset Management
Illinois
$223M -$13.5M 5 0.28% Reduced
129
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$220M +$243M 5 0.33% New
130
Allspring Global Investments
Allspring Global Investments
North Carolina
$219M +$18.4M 6 0.36% Increased
131
Korea Investment Corp
Korea Investment Corp
South Korea
$218M +$75.1M 2 0.43% Increased
132
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$216M -$7.43M 3 2.08% Reduced
133
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$214M +$6.2M 2 0.83% Increased
134
Bessemer Group
Bessemer Group
New Jersey
$212M -$311M 5 0.33% Reduced
135
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$210M -$66.7M 5 0.37% Reduced
136
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$208M +$209M 2 0.54% Increased
137
US Bancorp
US Bancorp
Minnesota
$208M +$2.95M 6 0.24% Increased
138
Quadrature Capital
Quadrature Capital
United Kingdom
$207M +$176M 3 2.12% Increased
139
Credit Agricole
Credit Agricole
France
$206M +$1.43M 5 0.47% Increased
140
Guinness Asset Management
Guinness Asset Management
United Kingdom
$204M -$7.5M 1 3.3% Reduced
141
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$202M -$6.6M 4 0.46% Reduced
142
Artemis Investment Management
Artemis Investment Management
United Kingdom
$199M -$16.4M 2 2.41% Reduced
143
CI Investments Inc
CI Investments Inc
Ontario, Canada
$198M +$123M 2 0.87% Increased
144
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196M -$38.5M 5 0.16% Reduced
145
Lazard Asset Management
Lazard Asset Management
New York
$196M -$12.6M 2 0.33% Reduced
146
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$195M +$198M 2 0.55% New
147
Osaic Holdings
Osaic Holdings
Arizona
$194M -$73.8K 7 0.28% Reduced
148
KBC Group
KBC Group
Belgium
$192M +$95.8M 6 0.44% Increased
149
Marsico Capital Management
Marsico Capital Management
Colorado
$190M -$7.17M 1 5.29% Reduced
150
First Manhattan
First Manhattan
New York
$189M +$162K 3 0.5% Increased