← 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
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$61.8M +$865K 2 1.68% Increased
302
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$61.8M -$40.3M 2 0.09% Reduced
303
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.3M +$32.3M 5 0.11% Increased
304
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$61.2M -$7.99M 5 0.21% Reduced
305
Fidelity International
Fidelity International
Bermuda
$61M -$7.87M 3 0.05% Reduced
306
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$60.9M +$2.1M 5 0.34% Increased
307
Eastern Bank
Eastern Bank
Massachusetts
$60.9M -$214K 3 1.05% Reduced
308
SCM
Silvant Capital Management
Georgia
$60M +$154K 2 2.03% Increased
309
R.M. Davis Inc
R.M. Davis Inc
Maine
$60M -$1.37M 3 1.03% Reduced
310
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$59.6M +$55.5M 1 0.23% New
311
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$59.5M +$2.99M 4 0.37% Increased
312
NOCM
Night Owl Capital Management
Connecticut
$59.1M +$861K 1 6.48% Increased
313
UniSuper Management
UniSuper Management
Australia
$59.1M -$1.55M 1 0.35% Reduced
314
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$59.1M -$2.8M 2 1.18% Reduced
315
JSC
J. Stern & Co
United Kingdom
$59M -$17.1M 1 5.03% Reduced
316
Panagora Asset Management
Panagora Asset Management
Massachusetts
$59M +$26.4M 4 0.21% Increased
317
Pathstone Holdings
Pathstone Holdings
New Jersey
$58.7M +$15.2M 5 0.23% Increased
318
NIM
Northeast Investment Management
Massachusetts
$58.7M -$46K 2 2.29% Reduced
319
Primecap Management
Primecap Management
California
$58.5M $0 1 0.04% Maintained
320
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$58.4M -$2.57M 3 0.34% Reduced
321
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$57.7M -$1.1M 2 0.47% Reduced
322
Walleye Capital
Walleye Capital
New York
$57.4M -$30.3M 5 0.18% Reduced
323
Meyer Handelman Company
Meyer Handelman Company
New York
$57.3M -$2.02M 2 1.79% Reduced
324
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$57.1M -$3.18M 4 0.21% Reduced
325
Vaughan David Investments
Vaughan David Investments
Illinois
$56.7M -$1.26M 2 1.23% Reduced