← 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
301
Meitav Investment House
Meitav Investment House
Israel
$109M +$35.4M 1 0.73% Increased
302
AIP
ARS Investment Partners
New York
$108M +$535K 2 4.72% Increased
303
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$107M -$14.3M 5 0.49% Reduced
304
IEQ Capital
IEQ Capital
California
$107M -$18.7M 3 0.49% Reduced
305
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$107M -$7.63M 7 0.33% Reduced
306
SCM
Sirios Capital Management
Massachusetts
$106M -$44.8M 2 12.95% Reduced
307
Pathstone Holdings
Pathstone Holdings
New Jersey
$105M +$7.28M 6 0.31% Increased
308
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$105M +$4.93K 4 1.04% Increased
309
Cardano Risk Management
Cardano Risk Management
Netherlands
$105M +$91.4M 1 0.81% New
310
UMB Bank
UMB Bank
Missouri
$105M +$6.05M 5 1.33% Increased
311
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$103M -$109M 4 0.62% Reduced
312
Phoenix Financial
Phoenix Financial
Israel
$103M +$79.1M 3 0.7% Increased
313
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$102M -$847K 2 1.5% Reduced
314
Granahan Investment Management
Granahan Investment Management
Massachusetts
$101M -$12M 1 3.6% Reduced
315
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$98.4M +$4.76M 2 0.93% Increased
316
Midwest Trust
Midwest Trust
Kansas
$98.3M -$602K 3 1.11% Reduced
317
Driehaus Capital Management
Driehaus Capital Management
Illinois
$98.2M -$39.1M 2 0.57% Reduced
318
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$98M +$701K 4 0.97% Increased
319
Acadian Asset Management
Acadian Asset Management
Massachusetts
$97.9M -$107M 6 0.12% Reduced
320
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$97.5M +$2.25M 2 0.11% Increased
321
Primecap Management
Primecap Management
California
$97.3M $0 1 0.06% Maintained
322
Homestead Advisers
Homestead Advisers
Virginia
$97.3M +$202K 1 2.42% Increased
323
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$94.4M +$2.93M 5 0.77% Increased
324
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$93.9M -$32.1M 2 1.93% Reduced
325
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$93.3M +$2.79M 7 0.7% Increased