← 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
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$62.8M -$3.66M 2 1.34% Reduced
352
IFM Investors
IFM Investors
Australia
$62.5M +$2.31M 2 0.52% Increased
353
NIG
NFJ Investment Group
Texas
$62.4M +$55.2M 1 2.36% Increased
354
Utah Retirement Systems
Utah Retirement Systems
Utah
$62.1M -$1.37M 3 0.63% Reduced
355
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$61.9M +$2.6M 5 0.48% Increased
356
QRG Capital Management
QRG Capital Management
Illinois
$61.4M +$17.8M 3 0.63% Increased
357
JSC
J. Stern & Co
United Kingdom
$61.4M -$4.91M 1 5.95% Reduced
358
Clear Street
Clear Street
New York
$61.2M +$662K 1 0.25% Increased
359
Chilton Capital Management
Chilton Capital Management
Texas
$61.2M -$10.5M 1 2.13% Reduced
360
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$60.6M +$11.7M 2 0.91% Increased
361
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$60.6M -$16.1M 2 0.11% Reduced
362
Granahan Investment Management
Granahan Investment Management
Massachusetts
$60.6M +$68.9M 1 2.93% New
363
Americana Partners
Americana Partners
Texas
$60.6M +$3.28M 2 1.57% Increased
364
SEB Asset Management
SEB Asset Management
$60.6M +$54.1M 1 0.26% New
365
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$59.4M -$181M 2 0.14% Reduced
366
MAI Capital Management
MAI Capital Management
Ohio
$59.2M +$1.66M 6 0.33% Increased
367
ACG
Aventail Capital Group
New York
$59.1M +$41.4M 4 2.83% Increased
368
Cartenna Capital
Cartenna Capital
Connecticut
$59M +$58.7M 1 2.15% New
369
Meitav Investment House
Meitav Investment House
Israel
$58.9M +$2.88M 2 0.65% Increased
370
Erste Asset Management
Erste Asset Management
Austria
$58.7M +$22.2M 1 0.54% Increased
371
ACM
Argent Capital Management
Missouri
$58.3M +$14.6M 1 1.84% Increased
372
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$57.9M +$14.8M 2 0.46% Increased
373
Mutual of America Capital Management
Mutual of America Capital Management
New York
$57.8M +$44.1K 5 0.66% Increased
374
Sterling Capital Management
Sterling Capital Management
North Carolina
$57.8M +$43.7M 6 1.1% Increased
375
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$57.3M -$2M 3 0.35% Reduced