← 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
$70.5M +$4.14M 5 0.69% Increased
327
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$70.5M -$142M 2 0.1% Reduced
328
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$70.2M -$60.3M 2 1.32% Reduced
329
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$69.8M +$1.39M 2 0.56% Increased
330
Tema ETFs
Tema ETFs
New York
$69.1M +$9.53M 2 4.64% Increased
331
Meyer Handelman Company
Meyer Handelman Company
New York
$69M -$381K 2 2.15% Reduced
332
Ancora Advisors
Ancora Advisors
Ohio
$68.6M -$3.23M 4 1.46% Reduced
333
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$68.6M -$107K 6 0.59% Reduced
334
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$68.1M +$1.17M 2 0.4% Increased
335
Primecap Management
Primecap Management
California
$67.9M $0 1 0.05% Maintained
336
MLL
Moody Lynn & Lieberson
Massachusetts
$67.6M +$4.51M 3 3.79% Increased
337
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$67.4M -$2.93M 4 0.26% Reduced
338
R.M. Davis Inc
R.M. Davis Inc
Maine
$67.1M -$368K 3 1.19% Reduced
339
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$66.4M +$14.9M 5 0.49% Increased
340
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$66.4M +$22.7M 3 0.91% Increased
341
NIM
Northeast Investment Management
Massachusetts
$66.3M +$717K 2 2.74% Increased
342
Eastern Bank
Eastern Bank
Massachusetts
$66.3M -$2.52M 3 1.14% Reduced
343
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$65.3M +$74.9K 2 0.57% Increased
344
GIM
Generate Investment Management
New Zealand
$65.1M +$22.4M 2 3.21% Increased
345
Nicholas Company
Nicholas Company
Wisconsin
$64.8M +$8.88M 1 1.27% Increased
346
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$64.7M -$13.3M 1 0.49% Reduced
347
ProShare Advisors
ProShare Advisors
Maryland
$64M -$14.3M 6 0.09% Reduced
348
Vaughan David Investments
Vaughan David Investments
Illinois
$63.9M +$175K 2 1.35% Increased
349
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$63.4M -$2.25M 3 0.45% Reduced
350
HRT Financial
HRT Financial
New York
$63.1M -$25.5M 3 0.16% Reduced