← 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
151
Chevy Chase Trust
Chevy Chase Trust
Maryland
$69.3M -$817K 1 0.23% Reduced
152
Renaissance Technologies
Renaissance Technologies
New York
$69M +$13.1M 3 0.11% Increased
153
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$68.8M +$30.3M 2 2.37% Increased
154
ORIO
Old Republic International (ORI)
Illinois
$67.9M -$19M 1 2.67% Reduced
155
Kodai Capital Management
Kodai Capital Management
Illinois
$67.7M +$5.77M 2 1.58% Increased
156
Wellington Management Group
Wellington Management Group
Massachusetts
$67.6M +$48.4M 3 0.01% Increased
157
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$67.4M +$40.7M 4 0.06% Increased
158
Trillium Asset Management
Trillium Asset Management
Massachusetts
$65.1M -$1.14M 1 1.66% Reduced
159
R.M. Davis Inc
R.M. Davis Inc
Maine
$65.1M -$240K 2 1.36% Reduced
160
Primecap Management
Primecap Management
California
$64.8M $0 1 0.05% Maintained
161
Vaughan David Investments
Vaughan David Investments
Illinois
$64.2M -$1.38M 1 1.6% Reduced
162
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$63.9M +$2.5M 3 1.99% Increased
163
Nomura Asset Management
Nomura Asset Management
Japan
$63.6M +$2.03M 2 0.23% Increased
164
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.5M -$4.79M 3 0.25% Reduced
165
Merewether Investment Management
Merewether Investment Management
Texas
$63.4M +$31.1M 2 3.38% Increased
166
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$63.3M -$12.9M 4 0.23% Reduced
167
Macquarie Group
Macquarie Group
Australia
$63.2M -$8.03M 3 0.07% Reduced
168
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$63M +$367K 2 0.28% Increased
169
Ancora Advisors
Ancora Advisors
Ohio
$61.8M -$75.5K 2 1.41% Reduced
170
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$61.4M +$5.29M 1 1.42% Increased
171
Gabelli Funds
Gabelli Funds
New York
$60.7M -$18.2M 3 0.45% Reduced
172
FCI
Financial Counselors Inc
Kansas
$60.5M -$1.93M 1 1.02% Reduced
173
Corient Private Wealth
Corient Private Wealth
Florida
$58.7M +$461K 3 0.1% Increased
174
Danske Bank
Danske Bank
Denmark
$58.4M +$51M 1 0.18% New
175
Royal London Asset Management
Royal London Asset Management
United Kingdom
$58.3M +$1.3M 1 0.15% Increased