← 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
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$153M +$79.3M 1 2.54% Increased
202
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$149M +$5.95M 3 1.61% Increased
203
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$146M -$271K 2 0.97% Reduced
204
William Blair Investment Management
William Blair Investment Management
Illinois
$146M -$16M 1 0.48% Reduced
205
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$144M -$288M 4 0.16% Reduced
206
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$140M -$1.62M 5 0.54% Reduced
207
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$138M +$2.43M 5 0.47% Increased
208
Los Angeles Capital Management
Los Angeles Capital Management
California
$138M -$64M 6 0.54% Reduced
209
BAMCO Inc
BAMCO Inc
New York
$137M +$156M 1 0.41% New
210
IP
Interval Partners
New York
$137M +$104M 3 3.58% Increased
211
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$135M -$43.1M 4 0.22% Reduced
212
Daiwa Securities Group
Daiwa Securities Group
Japan
$134M +$5.54M 4 0.38% Increased
213
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$132M +$97.7M 2 0.21% Increased
214
GW&K Investment Management
GW&K Investment Management
Massachusetts
$132M -$3.43M 3 1.17% Reduced
215
Regions Financial Corp
Regions Financial Corp
Alabama
$128M -$40.3M 4 0.83% Reduced
216
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$128M +$25.5M 6 0.65% Increased
217
Point72 Asset Management
Point72 Asset Management
Connecticut
$127M -$53.4M 2 0.16% Reduced
218
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$125M +$43K 3 0.42% Increased
219
NewEdge Advisors
NewEdge Advisors
Louisiana
$123M +$1.31M 8 0.44% Increased
220
M&T Bank
M&T Bank
New York
$122M -$353K 4 0.4% Reduced
221
Gabelli Funds
Gabelli Funds
New York
$122M -$8.76M 4 0.82% Reduced
222
Canada Life
Canada Life
Manitoba, Canada
$121M +$684K 3 0.22% Increased
223
Clal Insurance
Clal Insurance
Israel
$120M +$63.3M 1 0.72% Increased
224
Tredje AP-fonden
Tredje AP-fonden
Sweden
$120M -$32.8M 3 0.66% Reduced
225
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$120M -$3.09M 4 2.34% Reduced