← 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
151
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$301M -$10.2M 7 0.61% Reduced
152
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$294M -$30.7M 2 0.27% Reduced
153
Munro Partners
Munro Partners
Australia
$290M -$143M 2 6.39% Reduced
154
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$287M +$196M 3 0.19% Increased
155
Vontobel Holding
Vontobel Holding
Switzerland
$285M +$116M 4 0.91% Increased
156
Royal London Asset Management
Royal London Asset Management
United Kingdom
$284M -$7.72M 2 0.52% Reduced
157
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$278M -$42.7M 2 0.71% Reduced
158
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$277M +$12.4M 3 2.39% Increased
159
Allianz Asset Management
Allianz Asset Management
Germany
$270M -$28.3M 3 0.22% Reduced
160
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$266M +$10M 6 0.7% Increased
161
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$263M -$1.29M 7 0.33% Reduced
162
AMF Tjänstepension
AMF Tjänstepension
Sweden
$263M $0 2 1.56% Maintained
163
Creative Planning
Creative Planning
Kansas
$263M +$13.7M 6 0.15% Increased
164
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$262M +$60.3M 3 0.24% Increased
165
Woodline Partners
Woodline Partners
California
$262M -$44.7M 4 0.81% Reduced
166
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$260M -$15.9M 3 1.9% Reduced
167
Holocene Advisors
Holocene Advisors
New York
$259M -$535M 3 0.58% Reduced
168
Corient Private Wealth
Corient Private Wealth
Florida
$254M -$7.28M 6 0.35% Reduced
169
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$254M -$38.7M 4 0.68% Reduced
170
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$253M +$107M 6 0.39% Increased
171
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$250M +$28.6M 5 0.65% Increased
172
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$249M +$58.3M 3 2.2% Increased
173
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$248M -$4.41M 6 0.25% Reduced
174
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$247M +$202M 1 2.04% New
175
Silvercrest Asset Management
Silvercrest Asset Management
New York
$247M -$15.2M 5 1.62% Reduced