← 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
351
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$83.3M -$56.3M 2 1.63% Reduced
352
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$83.2M -$40.5M 1 0.58% Reduced
353
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$82.6M -$4.22M 2 0.44% Reduced
354
Americana Partners
Americana Partners
Texas
$81.9M +$8.38M 3 1.84% Increased
355
Erste Asset Management
Erste Asset Management
Austria
$81.8M +$2.84M 1 0.64% Increased
356
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$81.5M +$4.66M 3 0.51% Increased
357
Eastern Bank
Eastern Bank
Massachusetts
$81M +$1.53M 3 1.24% Increased
358
R.M. Davis Inc
R.M. Davis Inc
Maine
$79.7M -$482K 3 1.26% Reduced
359
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$79.3M +$12.9M 2 0.86% Increased
360
Mediolanum International Funds
Mediolanum International Funds
Ireland
$78.8M -$21.3M 4 0.67% Reduced
361
Mutual of America Capital Management
Mutual of America Capital Management
New York
$78.1M +$262K 5 0.76% Increased
362
Nicholas Company
Nicholas Company
Wisconsin
$77.7M +$514K 1 1.42% Increased
363
NEOS Investment Management
NEOS Investment Management
Connecticut
$77.7M +$6.96M 2 0.29% Increased
364
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$77.6M -$1.56M 5 0.53% Reduced
365
Banque Transatlantique
Banque Transatlantique
France
$77.5M -$19.6M 3 1.67% Reduced
366
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$76.9M -$8.45M 4 0.46% Reduced
367
Ancora Advisors
Ancora Advisors
Ohio
$76.8M -$5.18M 4 1.48% Reduced
368
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$76.5M -$8.57M 2 1.22% Reduced
369
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$76.3M -$1.73M 2 0.61% Reduced
370
Algert Global
Algert Global
California
$75.7M +$12.8M 5 0.9% Increased
371
Vaughan David Investments
Vaughan David Investments
Illinois
$75.5M -$736K 2 1.5% Reduced
372
Brown Advisory
Brown Advisory
Maryland
$75.4M +$8.07M 3 0.12% Increased
373
Utah Retirement Systems
Utah Retirement Systems
Utah
$75.4M -$4.29M 5 0.72% Reduced
374
Pacer Advisors
Pacer Advisors
Pennsylvania
$75.2M +$27.7M 5 0.19% Increased
375
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$75M +$52.1M 2 0.76% Increased