← 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
Axiom Investors
Axiom Investors
Connecticut
$123M +$117M 1 0.91% New
152
AGF Management
AGF Management
Ontario, Canada
$121M +$8.67M 1 0.6% Increased
153
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$120M -$19.4M 2 0.28% Reduced
154
Viking Global Investors
Viking Global Investors
Connecticut
$119M -$204M 1 0.38% Reduced
155
Munro Partners
Munro Partners
Australia
$118M -$50M 2 3.93% Reduced
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$117M -$2.92M 2 0.36% Reduced
157
Macquarie Group
Macquarie Group
Australia
$117M +$51.7M 4 0.14% Increased
158
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$116M +$3.62M 4 1.13% Increased
159
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$114M +$57.4M 2 2.29% Increased
160
Slate Path Capital
Slate Path Capital
New York
$112M -$66.9M 1 2.02% Reduced
161
TCW Group
TCW Group
California
$110M +$10.5M 3 0.93% Increased
162
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$110M -$384K 3 0.21% Reduced
163
Regions Financial Corp
Regions Financial Corp
Alabama
$110M +$31.7M 3 0.81% Increased
164
Royal London Asset Management
Royal London Asset Management
United Kingdom
$109M +$12.9M 2 0.26% Increased
165
Los Angeles Capital Management
Los Angeles Capital Management
California
$108M +$12.7M 4 0.44% Increased
166
Danske Bank
Danske Bank
Denmark
$108M -$1.2M 4 0.32% Reduced
167
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$106M $0 1 2.03% Maintained
168
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$106M -$4.86M 4 0.36% Reduced
169
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$105M -$491K 1 0.98% Reduced
170
Nomura Asset Management
Nomura Asset Management
Japan
$104M +$11.8M 3 0.31% Increased
171
Prudential Financial
Prudential Financial
New Jersey
$104M -$36.5M 5 0.14% Reduced
172
Capital Group Private Client Services
Capital Group Private Client Services
California
$104M +$13.8M 1 0.95% Increased
173
Robeco Schweiz
Robeco Schweiz
Switzerland
$103M -$25.3M 1 2.2% Reduced
174
FFM
Fullerton Fund Management
Singapore
$103M -$140M 1 3.59% Reduced
175
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$102M -$51.8K 3 0.4% Reduced