← 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
176
Robeco Schweiz
Robeco Schweiz
Switzerland
$246M +$4M 1 3.94% Increased
177
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$244M +$17.2M 7 0.79% Increased
178
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$243M +$6.26M 7 0.61% Increased
179
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$243M +$8.63M 4 2.74% Increased
180
Polen Capital Management
Polen Capital Management
Florida
$242M +$197M 3 2.09% Increased
181
Guinness Asset Management
Guinness Asset Management
United Kingdom
$241M -$12.5M 1 4.08% Reduced
182
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$240M +$28.8M 8 0.02% Increased
183
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$239M -$25.9M 3 1.3% Reduced
184
Cerity Partners
Cerity Partners
New York
$238M -$4.99M 6 0.29% Reduced
185
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$235M -$3.04M 5 0.51% Reduced
186
Chevy Chase Trust
Chevy Chase Trust
Maryland
$235M -$4.61M 2 0.61% Reduced
187
National Bank of Canada
National Bank of Canada
Quebec, Canada
$234M -$9.36M 7 0.17% Reduced
188
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$234M +$11.3M 3 0.71% Increased
189
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$232M -$8.77M 5 0.23% Reduced
190
CI Investments Inc
CI Investments Inc
Ontario, Canada
$230M -$104M 3 0.74% Reduced
191
Asset Management One
Asset Management One
Japan
$230M -$6.76M 3 0.59% Reduced
192
VARA
Value Aligned Research Advisors
New Jersey
$229M +$144M 2 0.57% Increased
193
BAMCO Inc
BAMCO Inc
New York
$228M -$27.5M 2 0.34% Reduced
194
STRS Ohio
STRS Ohio
Ohio
$227M -$13.4M 7 0.85% Reduced
195
Balyasny Asset Management
Balyasny Asset Management
Illinois
$226M -$228M 5 0.28% Reduced
196
DSM Capital Partners
DSM Capital Partners
Florida
$226M -$44.6M 1 3.86% Reduced
197
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$223M $0 2 5.44% Maintained
198
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$222M -$13.6M 6 0.65% Reduced
199
Nomura Asset Management
Nomura Asset Management
Japan
$221M +$5.56M 3 0.47% Increased
200
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$218M -$17.7M 6 0.59% Reduced