← 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
451
FSA
Franklin Street Advisors
North Carolina
$52.4M +$2.37M 2 2.93% Increased
452
VanEck Associates
VanEck Associates
New York
$52.4M +$10.4M 4 0.03% Increased
453
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$52.3M +$822K 5 0.14% Increased
454
WFA
Wedbush Fund Advisers
California
$51.3M +$4.7M 3 4.55% Increased
455
GAMCO Investors
GAMCO Investors
Connecticut
$51.1M -$4.54M 4 0.46% Reduced
456
Ariel Investments
Ariel Investments
Illinois
$50.7M -$46.4M 1 0.51% Reduced
457
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$50.6M +$3M 2 0.39% Increased
458
FSCM
Front Street Capital Management
Montana
$50.3M -$3.74M 2 5.71% Reduced
459
Gradient Investments
Gradient Investments
Minnesota
$49.8M +$2.5M 2 0.69% Increased
460
Advisors Capital Management
Advisors Capital Management
New Jersey
$49.1M -$585K 2 0.52% Reduced
461
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$49.1M -$7.53M 2 0.51% Reduced
462
CIP
Champlain Investment Partners
Vermont
$48.9M -$51.8M 2 1.26% Reduced
463
GIM
Generate Investment Management
New Zealand
$48.7M -$31.8M 2 2% Reduced
464
Rakuten Investment Management
Rakuten Investment Management
Japan
$48.6M +$3.99M 1 0.14% Increased
465
Venture Visionary Partners
Venture Visionary Partners
Ohio
$48.5M +$2.73M 3 1.35% Increased
466
PC
Port Capital
Illinois
$48.4M +$2.46M 1 1.97% Increased
467
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$48.2M +$1.85M 2 0.62% Increased
468
DIA
Davidson Investment Advisors
Montana
$48.2M +$12.5M 1 1.97% Increased
469
Rafferty Asset Management
Rafferty Asset Management
New York
$48.1M +$13.9M 3 0.11% Increased
470
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$48.1M -$31M 2 0.07% Reduced
471
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$48.1M -$38.5M 1 0.99% Reduced
472
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$47.9M -$38.3M 2 0.31% Reduced
473
New York Life Investment Management
New York Life Investment Management
New York
$47.8M +$462K 2 0.33% Increased
474
OAM
Ostrum Asset Management
France
$47.4M +$571K 2 2.28% Increased
475
Allstate Corporation
Allstate Corporation
Illinois
$46.9M -$4.47M 2 0.47% Reduced