← 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
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$80.8M +$4.31M 1 1.66% Increased
177
Gabelli Funds
Gabelli Funds
New York
$80.7M +$19.7M 4 0.61% Increased
178
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$80.4M +$15.5M 3 0.34% Increased
179
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$78.7M +$283K 3 0.83% Increased
180
Whittier Trust
Whittier Trust
California
$78.2M +$2.23M 4 1.11% Increased
181
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$78.1M +$17M 1 1.76% Increased
182
Royal London Asset Management
Royal London Asset Management
United Kingdom
$76.2M +$16.4M 2 0.19% Increased
183
Ariel Investments
Ariel Investments
Illinois
$76.1M -$31.7M 1 0.82% Reduced
184
Asset Management One
Asset Management One
Japan
$75.8M +$18.9M 2 0.29% Increased
185
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$75.6M +$27M 5 0.43% Increased
186
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$75.3M +$10M 5 0.28% Increased
187
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$74.9M $0 1 0.7% Maintained
188
Corient Private Wealth
Corient Private Wealth
Florida
$74.5M +$15.1M 3 0.13% Increased
189
JLBC
J.L. Bainbridge & Co
Florida
$72.9M -$85.9K 2 7.23% Reduced
190
Danske Bank
Danske Bank
Denmark
$72.6M +$12.6M 4 0.27% Increased
191
WAM
WT Asset Management
Hong Kong
$72.4M +$28.9M 2 7.05% Increased
192
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$70.7M -$12.7M 4 0.31% Reduced
193
Trillium Asset Management
Trillium Asset Management
Massachusetts
$69.3M +$3.9M 2 1.75% Increased
194
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69M +$56M 2 0.17% Increased
195
ORIO
Old Republic International (ORI)
Illinois
$68M $0 1 2.77% Maintained
196
Primecap Management
Primecap Management
California
$65.8M $0 1 0.05% Maintained
197
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$65.7M -$21.5M 2 0.29% Reduced
198
Panagora Asset Management
Panagora Asset Management
Massachusetts
$65.6M +$54M 4 0.33% Increased
199
Creative Planning
Creative Planning
Kansas
$65.6M +$8.03M 5 0.07% Increased
200
Macquarie Group
Macquarie Group
Australia
$65.1M +$988K 3 0.07% Increased