← 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
CIBC World Market
CIBC World Market
Ontario, Canada
$29.2M +$6.35M 4 0.07% Increased
352
SCM
Sirios Capital Management
Massachusetts
$29.1M +$26.9M 1 5.06% New
353
Utah Retirement Systems
Utah Retirement Systems
Utah
$29M +$6.02M 3 0.34% Increased
354
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$29M +$7.46M 2 0.34% Increased
355
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$28.7M +$1.22M 3 0.09% Increased
356
VHAM
Van Hulzen Asset Management
California
$28.4M -$3M 2 1.9% Reduced
357
Huntington National Bank
Huntington National Bank
Ohio
$28.4M +$7.92M 6 0.22% Increased
358
LPU
Lansdowne Partners (UK)
United Kingdom
$28.2M -$7.59M 1 2.21% Reduced
359
Guggenheim Capital
Guggenheim Capital
Illinois
$28.2M -$1.36M 3 0.2% Reduced
360
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$28M +$23M 3 0.19% Increased
361
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$27.9M +$5.4M 5 0.31% Increased
362
Pathstone Holdings
Pathstone Holdings
New Jersey
$27.5M +$4.07M 5 0.12% Increased
363
Raymond James Trust
Raymond James Trust
Florida
$27.5M +$3.68M 4 0.64% Increased
364
Eastern Bank
Eastern Bank
Massachusetts
$27.4M -$5.45M 1 1.11% Reduced
365
KC
Kadensa Capital
Hong Kong
$27.1M +$11M 2 6.4% Increased
366
William Blair & Company
William Blair & Company
Illinois
$27M +$7.83M 3 0.08% Increased
367
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$27M -$8.04M 3 0.58% Reduced
368
Oppenheimer & Co
Oppenheimer & Co
New York
$26.8M +$2.85M 5 0.43% Increased
369
Boothbay Fund Management
Boothbay Fund Management
New York
$26.7M +$18.3M 3 0.63% Increased
370
PCM
Portolan Capital Management
Massachusetts
$26.7M +$4.92M 1 2.2% Increased
371
Great Lakes Advisors
Great Lakes Advisors
Illinois
$26.4M +$9.68M 4 0.23% Increased
372
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.4M $0 1 0.26% Maintained
373
BCM
Bornite Capital Management
New York
$26.3M +$6.25M 2 4.33% Increased
374
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$26.3M +$26.2M 2 0.3% New
375
Lido Advisors
Lido Advisors
California
$26.1M +$10.7M 2 0.15% Increased