← 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
326
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$49.8M +$7.33M 4 0.56% Increased
327
Mediolanum International Funds
Mediolanum International Funds
Ireland
$49.4M +$1.61M 2 0.59% Increased
328
Railway Pension Investments
Railway Pension Investments
United Kingdom
$49.1M -$9.39M 2 0.69% Reduced
329
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$48.9M +$1.6M 6 0.45% Increased
330
SCM
Silvant Capital Management
Georgia
$48.5M +$7.83M 2 1.83% Increased
331
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$48.5M -$2.64M 1 0.28% Reduced
332
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$48.1M -$8.81M 3 0.13% Reduced
333
NIM
Northeast Investment Management
Massachusetts
$47.7M +$2.28M 2 2.04% Increased
334
Utah Retirement Systems
Utah Retirement Systems
Utah
$47.6M -$220K 3 0.5% Reduced
335
Moore Capital Management
Moore Capital Management
New York
$46.8M +$30.1M 3 0.59% Increased
336
NOCM
Night Owl Capital Management
Connecticut
$46.7M -$14.1M 1 5.4% Reduced
337
IEQ Capital
IEQ Capital
California
$46.6M +$3.11M 2 0.29% Increased
338
Capital International Inc
Capital International Inc
California
$46.6M -$14.3M 2 0.45% Reduced
339
Pinnacle Associates
Pinnacle Associates
New York
$46.4M -$813K 3 0.67% Reduced
340
Epoch Investment Partners
Epoch Investment Partners
New York
$46.1M +$1.79M 1 0.24% Increased
341
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$46.1M +$1.27M 5 0.03% Increased
342
Jain Global
Jain Global
New York
$46M +$4.3M 2 0.36% Increased
343
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$46M +$34.7M 1 5.43% Increased
344
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$46M -$444K 3 0.18% Reduced
345
Sculptor Capital
Sculptor Capital
New York
$45.8M -$9.12M 1 0.65% Reduced
346
NEOS Investment Management
NEOS Investment Management
Connecticut
$45.2M +$1.26M 4 0.56% Increased
347
ACM
Argent Capital Management
Missouri
$45.1M +$1.6M 1 1.29% Increased
348
OMG
One Madison Group
New York
$45M -$16.8M 1 4.74% Reduced
349
Royce & Associates
Royce & Associates
New York
$44.9M -$1.8M 3 0.46% Reduced
350
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$44.8M -$8.29M 2 0.26% Reduced