← 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
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$101M +$20.9M 2 3.85% Increased
152
APG Asset Management
APG Asset Management
Netherlands
$100M +$57.8M 2 0.18% Increased
153
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$98M +$77.3M 2 0.41% Increased
154
Marsico Capital Management
Marsico Capital Management
Colorado
$96.3M +$89M 1 2.88% New
155
Munro Partners
Munro Partners
Australia
$95.4M +$88.3M 2 3.53% New
156
US Bancorp
US Bancorp
Minnesota
$95.2M +$11.7M 6 0.13% Increased
157
Two Sigma Investments
Two Sigma Investments
New York
$95.1M +$85.3M 4 0.22% Increased
158
Chevy Chase Trust
Chevy Chase Trust
Maryland
$94.6M +$23.1M 2 0.3% Increased
159
Homestead Advisers
Homestead Advisers
Virginia
$93.9M -$13.9M 1 2.32% Reduced
160
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$88.9M +$264K 1 1.66% Increased
161
Aberdeen Group
Aberdeen Group
United Kingdom
$88.7M +$34.3M 2 0.17% Increased
162
ING Group
ING Group
Netherlands
$87.8M +$31.6M 2 0.52% Increased
163
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$86.1M +$33.1M 3 0.19% Increased
164
Allspring Global Investments
Allspring Global Investments
North Carolina
$85.5M -$12.1M 5 0.14% Reduced
165
TCW Group
TCW Group
California
$85.2M +$29.6M 3 0.76% Increased
166
Canada Life
Canada Life
Manitoba, Canada
$84.9M -$14M 3 0.16% Reduced
167
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$84.7M +$10.2M 3 0.14% Increased
168
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$84.1M +$28.7M 4 0.13% Increased
169
Pacer Advisors
Pacer Advisors
Pennsylvania
$84.1M -$19.1M 5 0.19% Reduced
170
KeyBank National Association
KeyBank National Association
Ohio
$82.3M +$87.9K 3 0.34% Increased
171
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$82.2M +$16.8M 4 0.32% Increased
172
National Bank of Canada
National Bank of Canada
Quebec, Canada
$82M -$17.1M 6 0.11% Reduced
173
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$81.6M -$9.2M 2 0.93% Reduced
174
Nomura Asset Management
Nomura Asset Management
Japan
$81.5M +$16.9M 3 0.28% Increased
175
Regions Financial Corp
Regions Financial Corp
Alabama
$81.5M +$213K 2 0.62% Increased