← 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
IP
Interval Partners
New York
$72.3M +$40.6M 2 1.52% Increased
202
Cerity Partners
Cerity Partners
New York
$71.3M +$20.9M 5 0.14% Increased
203
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.2M -$2.12M 5 0.07% Reduced
204
Whittier Trust
Whittier Trust
California
$70.4M +$919K 4 0.98% Increased
205
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$70.1M -$8.44M 4 0.32% Reduced
206
SCM
Sirios Capital Management
Massachusetts
$69.9M +$5.93M 2 12.48% Increased
207
KeyBank National Association
KeyBank National Association
Ohio
$69.8M -$974K 3 0.28% Reduced
208
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$68.4M +$11.8M 1 0.62% Increased
209
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$67.7M +$5.7M 5 0.13% Increased
210
AMF Tjänstepension
AMF Tjänstepension
Sweden
$67M +$62.3M 2 0.49% Increased
211
Gabelli Funds
Gabelli Funds
New York
$65.3M -$12.7M 4 0.5% Reduced
212
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$65.1M +$9.72M 4 1.55% Increased
213
Los Angeles Capital Management
Los Angeles Capital Management
California
$65.1M -$28.7M 4 0.29% Reduced
214
Fidelity International
Fidelity International
Bermuda
$64.1M +$7.36M 3 0.06% Increased
215
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$63.6M -$15.3M 3 0.46% Reduced
216
Calamos Advisors
Calamos Advisors
Illinois
$62.7M +$14.8M 3 0.27% Increased
217
Twin Tree Management
Twin Tree Management
Texas
$62.4M +$47.3M 1 0.12% Increased
218
Two Sigma Advisers
Two Sigma Advisers
New York
$62.3M +$50.3M 2 0.14% Increased
219
Merewether Investment Management
Merewether Investment Management
Texas
$62.3M -$16.9M 1 2.26% Reduced
220
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$61.4M -$81.6M 3 0.24% Reduced
221
Corient Private Wealth
Corient Private Wealth
Florida
$61.1M -$10.5M 3 0.1% Reduced
222
JSC
J. Stern & Co
United Kingdom
$61M +$6.16M 1 5.84% Increased
223
CF
Corebridge Financial
Texas
$60.5M -$2.66M 6 0.35% Reduced
224
Arizona State Retirement System
Arizona State Retirement System
Arizona
$59.9M +$737K 6 0.38% Increased
225
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$59.8M $0 2 0.69% Maintained