← 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	APG Asset Management Amsterdam, Netherlands	$108M	+$4.99M	1	0.33%	Increased
152	Bowen Hanes & Co Ponte Vedra Beach, Florida	$107M	+$68M	2	2.97%	Increased
153	VOYA Investment Management Atlanta, Georgia	$107M	-$157M	6	0.12%	Reduced
154	Canada Life Winnipeg, Manitoba, Canada	$106M	+$2.56M	3	0.19%	Increased
155	Slate Path Capital New York	$106M	+$2.21M	1	1.91%	Increased
156	Royal London Asset Management United Kingdom	$105M	+$13.1M	2	0.25%	Increased
157	Alyeska Investment Group Chicago, Illinois	$105M	+$48.7M	2	0.42%	Increased
158	Susquehanna International Group Bala Cynwyd, Pennsylvania	$104M	-$197M	6	0.02%	Reduced
159	Nomura Asset Management Tokyo, Japan	$104M	+$14.5M	3	0.32%	Increased
160	Commerce Bank Kansas City, Missouri	$103M	-$751K	3	0.66%	Reduced
161	Chevy Chase Trust Bethesda, Maryland	$101M	-$93.2K	2	0.32%	Reduced
162	Groupe la Francaise Paris, France	$101M	+$62.7M	2	2.14%	Increased
163	Munro Partners Melbourne, Australia	$100M	-$9.96M	2	4.69%	Reduced
164	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$97.3M	-$6.34M	3	0.25%	Reduced
165	Johnson Investment Counsel Cincinnati, Ohio	$97.2M	+$8.07M	3	0.94%	Increased
166	Regions Financial Corp Birmingham, Alabama	$94.9M	+$1.36M	3	0.71%	Increased
167	Marsico Capital Management Denver, Colorado	$94.5M	-$37.1M	1	3.24%	Reduced
168	Fisher Asset Management Camas, Washington	$94.2M	+$43.6M	3	0.04%	Increased
169	Danica Pension Livsforsikrings Copenhagen V,	$92.1M	+$22.8M	1	1.82%	Increased
170	Treasurer of the State of North Carolina Raleigh, North Carolina	$91.2M	+$4.08M	3	0.36%	Increased
171	Eventide Asset Management Boston, Massachusetts	$88M	-$24.4M	2	1.75%	Reduced
172	SCM Steadfast Capital Management New York	$87.8M	-$95.8M	1	2.33%	Reduced
173	Prudential Financial Newark, New Jersey	$86.7M	-$5.02M	5	0.12%	Reduced
174	Ceredex Value Advisors Orlando, Florida	$86.5M	-$14.5M	2	1.89%	Reduced
175	Wasatch Advisors Salt Lake City, Utah	$86.2M	+$1.73M	1	0.48%	Increased