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← 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

Fund Trends Fund Holders Stocks
2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2
# Name Funds
holding
Growth Growth % Fund
value
1
ETN icon
1
Eaton
ETN
$159B
892 +4 +0.5% $26.5B
2
ABB
2
DELISTED
ABB Ltd
ABB
309 -7 -2% $2.55B
3
SXI icon
3
Standex International
SXI
$3.36B
147 +5 +4% $1.19B
4
POWL icon
4
Powell Industries
POWL
$6.18B
99 -6 -6% $217M
5
AMSC icon
5
American Superconductor
AMSC
$1.24B
57 -9 -14% $27.1M
6
PPSI icon
6
Pioneer Power Solutions
PPSI
$31.4M
14 0 0% $13.5M
7
FPS icon
7
Forgent Power Solutions
FPS
$8.98B
– – – –
8
GEV icon
8
GE Vernova
GEV
$251B
– – – –
9
JOUL icon
9
Corgi High Voltage Grid Equipment ETF
JOUL
$8.12M
– – – –
10
NVT icon
10
nVent Electric
NVT
$24.7B
– – – –
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Block Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover trades at least twice the size of a fund's median trade that quarter Fund Signals Daily bullish and bearish fund signals, and how past ones played out Fund Manager Portfolios Gain insights from the world’s largest funds and super investors Fund Flows Report Our quarterly report on what the world’s largest funds bought and sold Thematic Trends Track which investment themes funds are piling into or pulling out of
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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