← 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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$112M +$13.9M 4 0.17% Increased
152
Temasek Holdings
Temasek Holdings
Singapore
$111M +$42.7M 3 0.45% Increased
153
Chevy Chase Trust
Chevy Chase Trust
Maryland
$109M -$1.86M 2 0.33% Reduced
154
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$108M -$216K 1 0.95% Reduced
155
Westfield Capital Management
Westfield Capital Management
Massachusetts
$105M +$79.3M 1 0.48% New
156
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$105M +$7.7M 4 0.21% Increased
157
CIP
Champlain Investment Partners
Vermont
$105M -$12.2M 1 0.63% Reduced
158
Pacer Advisors
Pacer Advisors
Pennsylvania
$104M -$14M 4 0.22% Reduced
159
Jane Street
Jane Street
New York
$104M -$68.1M 7 0.02% Reduced
160
Allspring Global Investments
Allspring Global Investments
North Carolina
$103M +$14.1M 6 0.16% Increased
161
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$103M +$8.24M 5 0.49% Increased
162
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$102M +$757K 2 1.77% Increased
163
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$101M +$5.25M 4 0.43% Increased
164
Canada Life
Canada Life
Manitoba, Canada
$100M +$8.61M 3 0.17% Increased
165
Homestead Advisers
Homestead Advisers
Virginia
$99.1M -$153K 1 2.36% Reduced
166
Danske Bank
Danske Bank
Denmark
$99.1M +$11.3M 5 0.33% Increased
167
M&T Bank
M&T Bank
New York
$97.1M -$8.36M 3 0.32% Reduced
168
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$95.6M +$2.28M 2 0.19% Increased
169
Los Angeles Capital Management
Los Angeles Capital Management
California
$95M -$88.7M 4 0.38% Reduced
170
CI Investments Inc
CI Investments Inc
Ontario, Canada
$93.5M +$3.76M 3 0.36% Increased
171
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$93.3M +$332K 3 0.37% Increased
172
Macquarie Group
Macquarie Group
Australia
$92.6M +$26.1M 5 0.1% Increased
173
IP
Interval Partners
New York
$92.4M -$17.9M 3 2.07% Reduced
174
Aberdeen Group
Aberdeen Group
United Kingdom
$89M -$11.1M 2 0.16% Reduced
175
TCW Group
TCW Group
California
$88.3M -$10.5M 3 0.77% Reduced