← 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
Axiom Investors
Axiom Investors
Connecticut
$159M -$213M 2 1.39% Reduced
177
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M -$35.5M 2 0.26% Reduced
178
Nomura Asset Management
Nomura Asset Management
Japan
$155M -$249K 3 0.39% Reduced
179
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$154M -$1.99M 4 0.48% Reduced
180
Chevy Chase Trust
Chevy Chase Trust
Maryland
$154M -$1.61M 2 0.42% Reduced
181
CET
Clean Energy Transition
United Kingdom
$154M -$3.34M 1 12.81% Reduced
182
Allianz Asset Management
Allianz Asset Management
Germany
$151M -$98.6M 3 0.15% Reduced
183
STRS Ohio
STRS Ohio
Ohio
$148M -$2.89M 5 0.55% Reduced
184
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$146M -$11.6M 3 0.35% Reduced
185
Asset Management One
Asset Management One
Japan
$146M +$7.46M 3 0.41% Increased
186
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$145M -$1.53M 3 1.03% Reduced
187
RFS
Richardson Financial Services
Massachusetts
$145M +$145M 4 46.84% Increased
188
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$145M +$20.9M 6 0.16% Increased
189
Robeco Schweiz
Robeco Schweiz
Switzerland
$144M -$1.21M 1 3.22% Reduced
190
William Blair Investment Management
William Blair Investment Management
Illinois
$140M -$106M 1 0.39% Reduced
191
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$140M +$100M 3 0.39% Increased
192
Regions Financial Corp
Regions Financial Corp
Alabama
$138M +$1.02M 4 0.88% Increased
193
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$138M +$10.1M 6 0.53% Increased
194
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$137M +$39.1M 6 0.45% Increased
195
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$137M -$17.8M 3 1.33% Reduced
196
Merewether Investment Management
Merewether Investment Management
Texas
$136M -$37.8M 1 3.13% Reduced
197
Quantinno Capital Management
Quantinno Capital Management
New York
$136M +$28.8M 6 0.27% Increased
198
Creative Planning
Creative Planning
Kansas
$135M +$7.01M 5 0.1% Increased
199
Cerity Partners
Cerity Partners
New York
$134M +$6.3M 5 0.2% Increased
200
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$134M -$10M 3 0.43% Reduced