← 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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$88.2M +$466K 2 0.22% Increased
177
Asset Management One
Asset Management One
Japan
$87.7M +$103K 2 0.31% Increased
178
WAM
WT Asset Management
Hong Kong
$87.3M -$1.57M 2 17.16% Reduced
179
KeyBank National Association
KeyBank National Association
Ohio
$86M -$1.48M 3 0.33% Reduced
180
Nomura Asset Management
Nomura Asset Management
Japan
$85M -$6.4M 3 0.26% Reduced
181
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$84.6M +$4.95M 1 0.73% Increased
182
Whittier Trust
Whittier Trust
California
$84.3M +$1.37M 4 1.13% Increased
183
Wasatch Advisors
Wasatch Advisors
Utah
$84.1M +$15.8M 1 0.41% Increased
184
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$84.1M -$1.26M 1 1.63% Reduced
185
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$83.8M +$33.9M 3 0.56% Increased
186
Gabelli Funds
Gabelli Funds
New York
$83.5M -$8.24M 4 0.6% Reduced
187
ING Group
ING Group
Netherlands
$83.1M -$14.8M 2 0.48% Reduced
188
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$82.4M -$49.2M 1 2.55% Reduced
189
Fred Alger Management
Fred Alger Management
New York
$82.3M +$27.2M 1 0.4% Increased
190
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$81.8M -$7.12M 2 0.85% Reduced
191
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$81.8M -$2.85K 4 0.34% Reduced
192
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$81.7M +$30.8M 3 0.39% Increased
193
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$80.5M -$6.28M 5 0.28% Reduced
194
Panagora Asset Management
Panagora Asset Management
Massachusetts
$79.6M -$12.8M 5 0.38% Reduced
195
Kinetic Partners Management
Kinetic Partners Management
Florida
$78.7M -$10.4M 1 5.47% Reduced
196
Nissay Asset Management
Nissay Asset Management
Japan
$77.6M +$31.1M 2 0.49% Increased
197
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$77.5M +$1.31M 2 1.55% Increased
198
Marsico Capital Management
Marsico Capital Management
Colorado
$76.9M -$49.9M 1 2.15% Reduced
199
Corient Private Wealth
Corient Private Wealth
Florida
$76.8M -$5.31M 4 0.12% Reduced
200
Creative Planning
Creative Planning
Kansas
$76.1M +$2.87M 5 0.08% Increased