← 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
276
Ancora Advisors
Ancora Advisors
Ohio
$73.1M -$2.83M 4 1.46% Reduced
277
HM Payson & Co
HM Payson & Co
Maine
$72.8M -$2.29M 4 1.05% Reduced
278
Chilton Investment Company
Chilton Investment Company
Connecticut
$72.2M +$8.35M 3 1.47% Increased
279
NEOS Investment Management
NEOS Investment Management
Connecticut
$72.2M +$18.6M 4 0.54% Increased
280
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$71.9M -$28.4M 1 0.11% Reduced
281
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$71.8M +$2.87M 2 1.43% Increased
282
R.M. Davis Inc
R.M. Davis Inc
Maine
$71.6M -$918K 3 1.25% Reduced
283
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.6M +$2.22M 2 0.13% Increased
284
Eastern Bank
Eastern Bank
Massachusetts
$71.4M -$309K 3 1.27% Reduced
285
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$71.2M -$7.14M 3 0.69% Reduced
286
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$70.9M +$5.93M 3 0.41% Increased
287
SAM
Scopus Asset Management
New York
$70.8M +$3.62M 3 0.96% Increased
288
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.6M -$124M 4 0.26% Reduced
289
Fred Alger Management
Fred Alger Management
New York
$69.6M -$8.75M 2 0.27% Reduced
290
GW&K Investment Management
GW&K Investment Management
Massachusetts
$68.9M +$10.9M 3 0.61% Increased
291
ZP
Zimmer Partners
New York
$68.8M -$26.1M 2 1.49% Reduced
292
Candriam SCA
Candriam SCA
Luxembourg
$68.6M -$19.4M 1 0.36% Reduced
293
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$68.5M -$196K 2 0.55% Reduced
294
AustralianSuper
AustralianSuper
Australia
$68.2M +$41.7M 2 0.32% Increased
295
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$68.1M -$5.21M 2 0.75% Reduced
296
Vaughan David Investments
Vaughan David Investments
Illinois
$67.9M -$1.27M 2 1.46% Reduced
297
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$67.6M +$5.58M 6 0.19% Increased
298
VCM
Valiant Capital Management
California
$67.2M -$32.1M 1 4.62% Reduced
299
Fidelity International
Fidelity International
Bermuda
$66.6M -$89.8M 3 0.05% Reduced
300
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M -$9.42M 6 0.26% Reduced