← 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
Primecap Management
Primecap Management
California
$56.6M -$2.27M 1 0.04% Reduced
327
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$56M +$546K 6 0.57% Increased
328
MLL
Moody Lynn & Lieberson
Massachusetts
$55.3M +$833K 3 2.98% Increased
329
AMF Tjänstepension
AMF Tjänstepension
Sweden
$54.9M -$115M 1 0.35% Reduced
330
NOCM
Night Owl Capital Management
Connecticut
$54.7M +$453K 1 5.97% Increased
331
&Partners
&Partners
Tennessee
$54.3M +$8.72M 3 0.35% Increased
332
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$54.2M -$3.83M 5 0.41% Reduced
333
Oberweis Asset Management
Oberweis Asset Management
Illinois
$54M +$2.5M 2 2.07% Increased
334
IEQ Capital
IEQ Capital
California
$53.8M +$1.16M 3 0.16% Increased
335
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$53.5M -$22.3M 4 0.3% Reduced
336
DAM
Delta Asset Management
Tennessee
$53.4M -$9.21K 2 4.53% Reduced
337
Sculptor Capital
Sculptor Capital
New York
$53.2M -$60.6K 1 0.63% Reduced
338
Utah Retirement Systems
Utah Retirement Systems
Utah
$52.9M +$86.8K 3 0.51% Increased
339
Castleark Management
Castleark Management
Illinois
$52.8M +$42.1M 3 1.48% Increased
340
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$52M -$12.5M 2 0.67% Reduced
341
AIP
ARS Investment Partners
New York
$51.6M -$14.9M 3 3.41% Reduced
342
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$51.5M +$651K 1 0.27% Increased
343
Pinnacle Associates
Pinnacle Associates
New York
$51.4M +$1.88M 3 0.68% Increased
344
Aquatic Capital Management
Aquatic Capital Management
Illinois
$51.1M +$47.8M 2 0.95% Increased
345
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$50.5M +$49.7M 1 0.43% New
346
UMB Bank
UMB Bank
Missouri
$50.4M +$9.97M 5 0.74% Increased
347
MAI Capital Management
MAI Capital Management
Ohio
$50.2M +$3.78M 5 0.31% Increased
348
CNAM
Campbell Newman Asset Management
Wisconsin
$49.9M +$21.9M 2 3.65% Increased
349
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$49.5M -$166M 1 0.5% Reduced
350
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$48.9M -$10.9M 2 0.42% Reduced