← 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
251
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$34.9M +$1.03M 1 0.13% Increased
252
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.7M +$956K 2 0.75% Increased
253
Amalgamated Bank
Amalgamated Bank
New York
$34.3M -$5.62M 4 0.29% Reduced
254
SCA
Southpoint Capital Advisors
New York
$33.9M +$3.21M 1 0.67% Increased
255
MAI Capital Management
MAI Capital Management
Ohio
$33.5M +$819K 2 0.35% Increased
256
Woodline Partners
Woodline Partners
California
$33.5M -$2.22M 1 0.31% Reduced
257
Pinnacle Associates
Pinnacle Associates
New York
$33M -$6.02M 2 0.52% Reduced
258
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$32.7M +$24.7M 2 0.17% Increased
259
Eastern Bank
Eastern Bank
Massachusetts
$32.6M -$1.83M 1 1.36% Reduced
260
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$32.1M -$12.5M 1 0.05% Reduced
261
Ossiam
Ossiam
France
$31.6M +$27.5M 1 0.55% Increased
262
Calamos Advisors
Calamos Advisors
Illinois
$31.4M +$4.9M 2 0.15% Increased
263
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$31.3M -$1.39M 1 1.3% Reduced
264
VHAM
Van Hulzen Asset Management
California
$31.2M -$659K 1 2.06% Reduced
265
Cetera Advisor Networks
Cetera Advisor Networks
California
$31M -$456K 2 0.15% Reduced
266
WhitTier Trust Company
WhitTier Trust Company
Nevada
$31M +$629K 3 0.89% Increased
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$30.9M +$320K 4 0.21% Increased
268
Slate Path Capital
Slate Path Capital
New York
$30.8M +$30.1M 1 0.61% New
269
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$30.4M -$984K 1 0.65% Reduced
270
Stephens Inc
Stephens Inc
Arkansas
$30.3M -$768K 2 0.47% Reduced
271
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$30.2M +$15.9M 1 0.26% Increased
272
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$29.6M +$29.5K 3 0.05% Increased
273
Första AP-fonden
Första AP-fonden
Sweden
$29.6M +$2.9M 1 0.25% Increased
274
Guggenheim Capital
Guggenheim Capital
Illinois
$29.3M +$2.19M 2 0.21% Increased
275
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$29.3M -$3.13M 4 0.26% Reduced