← 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
DZ Bank
DZ Bank
Germany
$187M -$428M 3 0.16% Reduced
152
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$186M -$34.7M 2 3.87% Reduced
153
DSM Capital Partners
DSM Capital Partners
Florida
$185M +$51.8M 1 2.74% Increased
154
Silvercrest Asset Management
Silvercrest Asset Management
New York
$184M +$10.5M 4 1.26% Increased
155
Corient Private Wealth
Corient Private Wealth
Florida
$184M +$94.3M 5 0.25% Increased
156
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$182M -$8.89M 3 1.62% Reduced
157
Danske Bank
Danske Bank
Denmark
$181M +$12.2M 5 0.42% Increased
158
TCW Group
TCW Group
California
$181M +$118M 3 1.3% Increased
159
Royal London Asset Management
Royal London Asset Management
United Kingdom
$181M -$2.25M 2 0.38% Reduced
160
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$181M +$15.3M 6 0.2% Increased
161
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$181M -$7.18M 5 0.4% Reduced
162
Commerce Bank
Commerce Bank
Missouri
$180M -$607K 3 1% Reduced
163
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$180M -$455K 2 4.52% Reduced
164
VARA
Value Aligned Research Advisors
New Jersey
$177M +$132M 1 1.78% Increased
165
Fisher Asset Management
Fisher Asset Management
Washington
$175M +$4.06M 3 0.06% Increased
166
Eventide Asset Management
Eventide Asset Management
Massachusetts
$175M -$6.14M 2 2.73% Reduced
167
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$172M +$89M 2 0.25% Increased
168
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$172M +$1.87M 3 0.47% Increased
169
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$171M -$1.64M 3 1.93% Reduced
170
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$170M -$13.9M 4 1.39% Reduced
171
Voloridge Investment Management
Voloridge Investment Management
Florida
$165M -$43.7M 5 0.58% Reduced
172
Point72 Asset Management
Point72 Asset Management
Connecticut
$164M +$64.4M 3 0.18% Increased
173
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$163M -$2.95M 5 0.22% Reduced
174
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$162M -$7.01M 1 0.63% Reduced
175
Los Angeles Capital Management
Los Angeles Capital Management
California
$161M +$20.4M 6 0.55% Increased