← 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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$56.1M -$204K 2 0.44% Reduced
327
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$55.3M -$2.89M 6 0.46% Reduced
328
Candriam SCA
Candriam SCA
Luxembourg
$54.7M -$17M 1 0.27% Reduced
329
Chilton Capital Management
Chilton Capital Management
Texas
$54.6M +$49.4M 3 1.88% Increased
330
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$54.5M +$8.8M 2 0.46% Increased
331
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$54M +$20K 2 0.33% Increased
332
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$53.6M +$627K 5 0.52% Increased
333
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$53.6M +$10M 2 0.28% Increased
334
Engineers Gate Manager
Engineers Gate Manager
New York
$52.7M +$27.7M 4 0.62% Increased
335
ING Group
ING Group
Netherlands
$52.6M -$27.1M 3 0.32% Reduced
336
Rathbones Group
Rathbones Group
United Kingdom
$52.5M +$4.74M 2 0.21% Increased
337
Citizens Financial Group
Citizens Financial Group
Rhode Island
$52.1M -$3.74M 2 0.7% Reduced
338
Vest Financial
Vest Financial
Virginia
$51.5M +$15.4M 3 0.65% Increased
339
Acadian Asset Management
Acadian Asset Management
Massachusetts
$51.4M -$66.4M 5 0.08% Reduced
340
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$51.3M +$52.2M 1 1.45% New
341
JLBC
J.L. Bainbridge & Co
Florida
$51.3M +$7.55K 2 4.14% Increased
342
Utah Retirement Systems
Utah Retirement Systems
Utah
$51M -$27.1K 3 0.49% Reduced
343
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$50.6M +$14.7M 2 0.75% Increased
344
Americana Partners
Americana Partners
Texas
$50.6M +$931K 2 1.39% Increased
345
MLL
Moody Lynn & Lieberson
Massachusetts
$50.5M -$1.64M 3 2.68% Reduced
346
AIP
ARS Investment Partners
New York
$50.4M -$746K 2 2.94% Reduced
347
Clal Insurance
Clal Insurance
Israel
$50.3M +$56M 1 0.32% Increased
348
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$49.9M +$272K 2 0.1% Increased
349
Nicholas Company
Nicholas Company
Wisconsin
$49.8M +$55.4M 1 0.87% New
350
Meitav Investment House
Meitav Investment House
Israel
$49.6M +$12.2M 2 0.57% Increased