← 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
201
Merewether Investment Management
Merewether Investment Management
Texas
$83M -$118M 1 3.31% Reduced
202
Corient Private Wealth
Corient Private Wealth
Florida
$82.9M +$2.59M 4 0.14% Increased
203
Swiss Life Asset Management
Swiss Life Asset Management
$81.9M +$43.8M 2 0.6% Increased
204
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.4M -$6.6M 5 0.07% Reduced
205
Creative Planning
Creative Planning
Kansas
$80.3M +$115K 6 0.08% Increased
206
Carmignac Gestion
Carmignac Gestion
France
$79.7M +$15.2M 2 1.27% Increased
207
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$79.2M -$13.3M 2 1.58% Reduced
208
GCM
Gladstone Capital Management
United Kingdom
$77.8M -$2.55M 2 6.48% Reduced
209
Fred Alger Management
Fred Alger Management
New York
$77.6M -$5.45M 2 0.37% Reduced
210
Ossiam
Ossiam
France
$77.3M +$19.3M 1 1.34% Increased
211
Moore Capital Management
Moore Capital Management
New York
$75.7M +$69.9M 2 0.87% Increased
212
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$75M -$182K 4 2.15% Reduced
213
CF
Corebridge Financial
Texas
$74.5M +$806K 6 0.4% Increased
214
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$73.9M +$4.21M 5 0.15% Increased
215
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$73.6M +$39.9M 2 0.14% Increased
216
Allspring Global Investments
Allspring Global Investments
North Carolina
$73.5M -$33.5M 6 0.12% Reduced
217
Fidelity International
Fidelity International
Bermuda
$72.8M +$36.5M 3 0.07% Increased
218
ORIO
Old Republic International (ORI)
Illinois
$72M $0 1 2.84% Maintained
219
Fisher Asset Management
Fisher Asset Management
Washington
$71.4M +$3.18M 2 0.03% Increased
220
Alyeska Investment Group
Alyeska Investment Group
Illinois
$71.2M -$139M 2 0.27% Reduced
221
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$71M -$15.1M 2 0.77% Reduced
222
William Blair & Company
William Blair & Company
Illinois
$71M +$25.2M 3 0.21% Increased
223
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$70.9M -$14.6M 1 0.61% Reduced
224
SCM
Sirios Capital Management
Massachusetts
$70.8M -$9.17M 2 12.71% Reduced
225
First Financial Bankshares
First Financial Bankshares
Texas
$70.6M +$595K 1 1.53% Increased