← 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
201	Eventide Asset Management Boston, Massachusetts	$215M	-$24.8M	2	2.88%	Reduced
202	W.H. Reaves & Co Jersey City, New Jersey	$211M	+$3.82M	2	3.2%	Increased
203	Alkeon Capital Management New York	$206M	+$190M	1	0.28%	New
204	ABN AMRO Bank Amsterdam, Netherlands	$205M	+$5.89M	4	2.65%	Increased
205	D.E. Shaw & Co New York	$202M	-$23.1M	7	0.1%	Reduced
206	USS Investment Management London, United Kingdom	$202M	+$164M	4	0.73%	Increased
207	Man Group London, United Kingdom	$201M	-$67.4M	4	0.32%	Reduced
208	Swiss Life Asset Management Zurich,	$201M	+$20.9M	4	0.59%	Increased
209	Nissay Asset Management Tokyo, Japan	$200M	+$78.8M	4	0.84%	Increased
210	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$198M	+$12.6M	5	0.28%	Increased
211	CAM Contour Asset Management New York	$197M	+$187M	1	4.67%	New
212	Defiance ETFs New York	$196M	+$127M	5	2.66%	Increased
213	Employees Provident Fund Board Shah Alam, Malaysia	$196M	+$158M	1	1.12%	Increased
214	ZP Zimmer Partners New York	$193M	+$38.2M	3	4.46%	Increased
215	Mirae Asset Global Investments Seoul, South Korea	$193M	-$19.7M	2	0.29%	Reduced
216	DnB Asset Management Oslo, Norway	$193M	-$14M	6	0.54%	Reduced
217	Lord, Abbett & Co Jersey City, New Jersey	$192M	-$36M	2	0.55%	Reduced
218	Calamos Advisors Naperville, Illinois	$192M	-$44.1M	2	0.64%	Reduced
219	State of Tennessee, Department of Treasury Nashville, Tennessee	$189M	+$7.69M	5	0.56%	Increased
220	Bridgewater Associates Westport, Connecticut	$188M	-$326M	3	0.77%	Reduced
221	CIBC World Market Toronto, Ontario, Canada	$184M	+$23.1M	3	0.3%	Increased
222	Marsico Capital Management Denver, Colorado	$184M	-$127M	1	4.8%	Reduced
223	Daiwa Securities Group Tokyo, Japan	$183M	+$6.54M	4	0.36%	Increased
224	Lansforsakringar Fondforvaltning Stockholm, Sweden	$179M	+$101M	2	0.8%	Increased
225	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$176M	+$153M	1	3.07%	New