← 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
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$49.7M -$21.2M 2 0.13% Reduced
252
Kinetic Partners Management
Kinetic Partners Management
Florida
$49.7M -$1.38M 1 3.56% Reduced
253
WHCM
Wolf Hill Capital Management
Connecticut
$49.4M +$46M 1 3.56% Increased
254
Congress Wealth Management
Congress Wealth Management
Massachusetts
$49.4M +$1.69M 3 0.59% Increased
255
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M -$2.07M 3 0.11% Reduced
256
SG Americas Securities
SG Americas Securities
New York
$48.8M -$5.36M 6 0.16% Reduced
257
Daiwa Securities Group
Daiwa Securities Group
Japan
$48.8M -$5.57M 3 0.21% Reduced
258
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$48.7M +$14.8M 2 1.16% Increased
259
ING Group
ING Group
Netherlands
$48.5M +$9.53M 2 0.34% Increased
260
GIP
Granite Investment Partners
California
$48.1M -$4.2M 3 2.45% Reduced
261
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$48.1M +$10.8M 3 0.55% Increased
262
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$48.1M +$10.7M 1 0.17% Increased
263
Allspring Global Investments
Allspring Global Investments
North Carolina
$47.9M -$14.9M 6 0.08% Reduced
264
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$47.6M +$2.17M 4 0.67% Increased
265
VCM
Valiant Capital Management
California
$47.3M +$7.21M 1 3.46% Increased
266
AIP
ARS Investment Partners
New York
$47.2M -$25.3K 2 4.27% Reduced
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$46.7M +$3.83M 5 0.28% Increased
268
LBP AM
LBP AM
France
$46.3M +$17.4M 2 0.71% Increased
269
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1M +$30M 5 0.23% Increased
270
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$46M -$13.6M 3 0.38% Reduced
271
DSM Capital Partners
DSM Capital Partners
Florida
$45.6M -$712K 1 0.8% Reduced
272
CIBC World Market
CIBC World Market
Ontario, Canada
$45.4M +$196K 3 0.1% Increased
273
Primecap Management
Primecap Management
California
$45M $0 1 0.04% Maintained
274
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$44.8M +$1.49M 5 0.4% Increased
275
Kestra Advisory Services
Kestra Advisory Services
Texas
$44.8M +$3.37M 6 0.22% Increased