← 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	Treasurer of the State of North Carolina Raleigh, North Carolina	$139M	+$2.01M	3	0.44%	Increased
177	Fidelity International Hamilton, Bermuda	$138M	+$43.9M	3	0.12%	Increased
178	Squarepoint New York	$137M	-$668K	6	0.14%	Reduced
179	Nordea Investment Management Stockholm, Sweden	$136M	+$89.1M	3	0.13%	Increased
180	Carmignac Gestion Paris, France	$136M	-$70.2M	1	2.09%	Reduced
181	Point72 Asset Management Stamford, Connecticut	$136M	+$86.2M	2	0.27%	Increased
182	Wasatch Advisors Salt Lake City, Utah	$136M	+$49.9M	1	0.71%	Increased
183	Asset Management One Tokyo, Japan	$132M	+$4.76M	2	0.41%	Increased
184	Allianz Asset Management Munich, Germany	$132M	+$31.7M	3	0.16%	Increased
185	AG Avala Global New York	$131M	$0	1	6.84%	Maintained
186	Danica Pension Livsforsikrings Copenhagen V,	$125M	+$3.8M	1	2.1%	Increased
187	Fisher Asset Management Camas, Washington	$125M	+$2.85M	3	0.05%	Increased
188	Artemis Investment Management Edinburgh, United Kingdom	$123M	-$43.1M	3	1.58%	Reduced
189	Swiss Life Asset Management Zurich,	$123M	-$50.8M	1	0.29%	Reduced
190	Slate Path Capital New York	$119M	-$50.3M	1	2.06%	Reduced
191	KLP Kapitalforvaltning Oslo, Norway	$119M	-$779K	6	0.51%	Reduced
192	Teacher Retirement System of Texas Austin, Texas	$118M	+$3.27M	6	0.5%	Increased
193	Creative Planning Overland Park, Kansas	$117M	+$3.28M	6	0.1%	Increased
194	WorldQuant Millennium Advisors New York	$117M	-$1.52M	2	0.58%	Reduced
195	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$116M	-$1.76M	5	0.1%	Reduced
196	Cetera Investment Advisers Schaumburg, Illinois	$114M	+$11.8M	6	0.19%	Increased
197	Tidal Investments Milwaukee, Wisconsin	$113M	-$2.19M	4	0.68%	Reduced
198	TCW Group Los Angeles, California	$112M	-$7.62M	2	0.87%	Reduced
199	Holocene Advisors New York	$108M	-$168M	1	0.26%	Reduced
200	Munro Partners Melbourne, Australia	$108M	-$48.7M	2	3.35%	Reduced