← 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
Daiwa Securities Group
Daiwa Securities Group
Japan
$54.5M +$10.6M 4 0.25% Increased
252
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$54.5M +$27.5K 1 1.43% Increased
253
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$53.9M +$18.6M 1 1.05% Increased
254
Railway Pension Investments
Railway Pension Investments
United Kingdom
$53.6M +$15.2M 2 0.64% Increased
255
DnB Asset Management
DnB Asset Management
Norway
$53.4M +$32.7M 2 0.24% Increased
256
Meitav Investment House
Meitav Investment House
Israel
$51.9M +$47.8M 1 0.87% New
257
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$51.8M -$755K 2 1% Reduced
258
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$51.6M +$4.3M 2 0.41% Increased
259
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$51.3M +$9.74M 2 0.8% Increased
260
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$51.1M -$1.16M 1 0.36% Reduced
261
Eventide Asset Management
Eventide Asset Management
Massachusetts
$50.4M -$256K 1 0.87% Reduced
262
Two Sigma Investments
Two Sigma Investments
New York
$50.3M -$44.2M 5 0.11% Reduced
263
Meyer Handelman Company
Meyer Handelman Company
New York
$50M -$2.55M 2 1.69% Reduced
264
Amalgamated Bank
Amalgamated Bank
New York
$49.2M +$1.09M 6 0.41% Increased
265
DAM
Delta Asset Management
Tennessee
$49.2M -$718K 2 4.24% Reduced
266
1832 Asset Management
1832 Asset Management
Ontario, Canada
$49.1M -$74.6M 3 0.04% Reduced
267
Encompass Capital Advisors
Encompass Capital Advisors
New York
$48.7M -$27.7M 1 2.37% Reduced
268
Kodai Capital Management
Kodai Capital Management
Illinois
$48.6M -$76.9M 1 1.01% Reduced
269
Första AP-fonden
Första AP-fonden
Sweden
$48.5M +$3.86M 2 0.37% Increased
270
QRG Capital Management
QRG Capital Management
Illinois
$48M +$426K 3 0.52% Increased
271
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$48M -$1.44M 4 0.44% Reduced
272
Vontobel Holding
Vontobel Holding
Switzerland
$47.7M +$10.6M 4 0.15% Increased
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$47.5M -$438K 5 0.3% Reduced
274
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$47.4M -$4.59M 4 0.08% Reduced
275
Royce & Associates
Royce & Associates
New York
$47.2M -$2.39M 4 0.43% Reduced