← 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	Lord, Abbett & Co Jersey City, New Jersey	$129M	+$99M	3	0.4%	Increased
202	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$129M	-$63M	3	0.97%	Reduced
203	AGF Management Toronto, Ontario, Canada	$127M	-$102M	2	0.55%	Reduced
204	Eurizon Capital SGR SpA Milan,	$125M	+$116M	1	0.39%	New
205	Calamos Advisors Naperville, Illinois	$124M	-$2.83M	3	0.47%	Reduced
206	Mirae Asset Global Investments Seoul, South Korea	$124M	+$34.7M	3	0.34%	Increased
207	Woodline Partners San Francisco, California	$122M	+$13.3M	3	0.47%	Increased
208	State of Tennessee, Department of Treasury Nashville, Tennessee	$120M	-$8.94M	5	0.39%	Reduced
209	Groupe la Francaise Paris, France	$119M	-$29.7M	2	1.66%	Reduced
210	Teacher Retirement System of Texas Austin, Texas	$118M	+$3.45M	4	0.41%	Increased
211	MN Services Vermogensbeheer The Hague, Netherlands	$118M	+$2.1M	2	0.72%	Increased
212	Westfield Capital Management Boston, Massachusetts	$116M	-$53.5M	1	0.48%	Reduced
213	Danica Pension Livsforsikrings Copenhagen V,	$115M	+$2.94M	1	1.66%	Increased
214	SCM Sirios Capital Management Boston, Massachusetts	$114M	-$9.79M	2	14.19%	Reduced
215	State of New Jersey Common Pension Fund D Trenton, New Jersey	$114M	-$1.27M	5	0.41%	Reduced
216	VC Voss Capital Houston, Texas	$112M	+$18.5M	1	5.35%	Increased
217	ABN AMRO Bank Amsterdam, Netherlands	$110M	+$48.1M	2	1.04%	Increased
218	Gabelli Funds Rye, New York	$106M	-$786K	4	0.72%	Reduced
219	Canada Life Winnipeg, Manitoba, Canada	$105M	-$36.3M	3	0.18%	Reduced
220	DnB Asset Management Oslo, Norway	$104M	+$7.43M	3	0.36%	Increased
221	Mackenzie Financial Toronto Ontario, Ontario, Canada	$103M	+$3.54M	3	0.12%	Increased
222	Retirement Systems of Alabama Montgomery, Alabama	$103M	-$459K	3	0.33%	Reduced
223	M&T Bank Buffalo, New York	$102M	+$2.08M	3	0.33%	Increased
224	Daiwa Securities Group Tokyo, Japan	$102M	+$14M	3	0.32%	Increased
225	Swiss Life Asset Management Zurich,	$100M	-$30M	3	0.51%	Reduced