← 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
Xponance
Xponance
Pennsylvania
$65.6M +$1.19M 5 0.52% Increased
302
ProShare Advisors
ProShare Advisors
Maryland
$64.6M -$2.48M 6 0.14% Reduced
303
Citizens Financial Group
Citizens Financial Group
Rhode Island
$64.1M +$1.92M 2 0.88% Increased
304
Meyer Handelman Company
Meyer Handelman Company
New York
$63.7M -$1.06M 2 2.02% Reduced
305
Sapient Capital
Sapient Capital
Indiana
$63.3M -$893K 2 0.97% Reduced
306
Mediolanum International Funds
Mediolanum International Funds
Ireland
$61.7M +$8.99M 2 0.65% Increased
307
GAI
General American Investors
New York
$61.5M -$6.06M 1 3.56% Reduced
308
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$61.3M +$2.9M 4 0.36% Increased
309
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$60.3M +$3.36M 2 0.49% Increased
310
JLBC
J.L. Bainbridge & Co
Florida
$60.2M -$449K 2 5.02% Reduced
311
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$60.1M +$4.14M 6 0.48% Increased
312
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$60M +$3.91M 5 0.39% Increased
313
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$58.9M -$498M 3 0.08% Reduced
314
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$58.7M -$621K 2 0.95% Reduced
315
MML Investors Services
MML Investors Services
Massachusetts
$58.6M -$2.93M 5 0.16% Reduced
316
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$58.1M +$7.46M 5 0.04% Increased
317
Americana Partners
Americana Partners
Texas
$58.1M +$2.18M 2 1.75% Increased
318
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$57.8M -$599K 4 0.21% Reduced
319
SCM
Silvant Capital Management
Georgia
$57.6M +$1.93M 2 2% Increased
320
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$57.4M +$10.5M 2 1.6% Increased
321
Donaldson Capital Management
Donaldson Capital Management
Indiana
$57.3M +$55.4M 2 1.81% Increased
322
UniSuper Management
UniSuper Management
Australia
$57.1M +$34.9M 1 0.35% Increased
323
NIM
Northeast Investment Management
Massachusetts
$56.9M -$449K 2 2.29% Reduced
324
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$56.8M +$54.4M 2 0.56% Increased
325
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$56.7M +$7.42M 2 0.36% Increased