← 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
Cerity Partners
Cerity Partners
New York
$185M +$12.4M 7 0.26% Increased
177
STRS Ohio
STRS Ohio
Ohio
$184M -$6.06M 5 0.73% Reduced
178
Asset Management One
Asset Management One
Japan
$183M +$2.24M 3 0.54% Increased
179
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$182M +$170M 6 0.53% New
180
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$182M -$9.37M 4 0.59% Reduced
181
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$180M +$26.7M 5 0.75% Increased
182
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$177M +$10.9M 4 1.14% Increased
183
Eventide Asset Management
Eventide Asset Management
Massachusetts
$177M -$41.1M 2 2.93% Reduced
184
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$175M +$4.28M 6 0.68% Increased
185
Westfield Capital Management
Westfield Capital Management
Massachusetts
$174M +$16.7M 1 0.73% Increased
186
CET
Clean Energy Transition
United Kingdom
$174M -$3.04M 2 11.31% Reduced
187
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$173M +$7.5M 2 0.57% Increased
188
Credit Agricole
Credit Agricole
France
$173M -$68.6M 5 0.45% Reduced
189
Artemis Investment Management
Artemis Investment Management
United Kingdom
$170M -$67.5M 2 1.8% Reduced
190
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$169M +$2.24M 3 0.53% Increased
191
Robeco Schweiz
Robeco Schweiz
Switzerland
$168M +$1.48M 1 3.56% Increased
192
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$168M +$57.4M 3 0.55% Increased
193
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$166M +$8.29M 2 0.47% Increased
194
Nomura Asset Management
Nomura Asset Management
Japan
$165M -$29.6M 3 0.43% Reduced
195
Acadian Asset Management
Acadian Asset Management
Massachusetts
$165M +$87.8M 5 0.23% Increased
196
Groupe la Francaise
Groupe la Francaise
France
$164M +$21.2M 2 2.25% Increased
197
D.E. Shaw & Co
D.E. Shaw & Co
New York
$163M -$566M 7 0.1% Reduced
198
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$162M -$120M 7 0.02% Reduced
199
DnB Asset Management
DnB Asset Management
Norway
$159M +$26.5M 5 0.57% Increased
200
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$153M -$3.72M 2 1.54% Reduced
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