← 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
Fidelity International
Fidelity International
Bermuda
$78.8M +$2.83M 3 0.06% Increased
302
Encompass Capital Advisors
Encompass Capital Advisors
New York
$78M +$83.7M 2 2.34% New
303
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$77.5M -$93.8M 2 0.35% Reduced
304
UMB Bank
UMB Bank
Missouri
$77.4M +$960K 5 1.08% Increased
305
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$77.3M -$8.5M 3 0.86% Reduced
306
CIP
Champlain Investment Partners
Vermont
$77.3M -$26.1M 2 0.98% Reduced
307
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$76.8M -$25.9M 2 1.23% Reduced
308
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$76.1M +$4.37M 2 0.32% Increased
309
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$76M +$14.3M 6 0.2% Increased
310
Capital Research Global Investors
Capital Research Global Investors
California
$76M +$74.3M 2 0.01% New
311
First Financial Bankshares
First Financial Bankshares
Texas
$75.8M -$15.6M 2 1.53% Reduced
312
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$75.1M -$12.6M 2 0.85% Reduced
313
SG Americas Securities
SG Americas Securities
New York
$75M -$369M 5 0.08% Reduced
314
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$74.8M -$33.6M 4 0.25% Reduced
315
LBP AM
LBP AM
France
$74.7M -$27.7M 2 1.02% Reduced
316
Mediolanum International Funds
Mediolanum International Funds
Ireland
$74.6M +$22.9M 3 0.79% Increased
317
Pathstone Holdings
Pathstone Holdings
New Jersey
$74.2M +$987K 5 0.3% Increased
318
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$74.1M +$55.2M 2 0.64% Increased
319
Harding Loevner
Harding Loevner
New Jersey
$73.9M +$70.9M 1 0.76% New
320
VC
Voss Capital
Texas
$73.6M -$105M 1 3.9% Reduced
321
Saturna Capital
Saturna Capital
Washington
$73.1M -$817K 3 1.03% Reduced
322
ORIO
Old Republic International (ORI)
Illinois
$72.1M -$5.46M 1 2.87% Reduced
323
HM Payson & Co
HM Payson & Co
Maine
$71.6M -$10.9M 4 1.03% Reduced
324
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$71.1M +$13.4M 3 0.82% Increased
325
Ariel Investments
Ariel Investments
Illinois
$70.5M -$1.89M 1 0.79% Reduced