← 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
226
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$12.4M +$544K 4 0.17% Increased
227
PP
Prospector Partners
Connecticut
$12.3M -$433K 2 1.8% Reduced
228
AR
Advisory Research
Illinois
$12.3M -$375K 1 0.59% Reduced
229
LPL Financial
LPL Financial
California
$12.3M -$560K 2 0.03% Reduced
230
MetLife Investment Management
MetLife Investment Management
New Jersey
$12.1M -$271K 4 0.13% Reduced
231
SCM
SKBA Capital Management
California
$12.1M -$56.7K 1 1.92% Reduced
232
CSC
Cove Street Capital
California
$12M +$3.03M 1 1.67% Increased
233
Hancock Whitney
Hancock Whitney
Mississippi
$11.9M -$396K 1 0.39% Reduced
234
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$11.8M -$1.7M 2 1.44% Reduced
235
HSBC Holdings
HSBC Holdings
United Kingdom
$11.8M -$6.87M 4 0.02% Reduced
236
Bartlett & Co
Bartlett & Co
Ohio
$11.8M +$11.1M 2 0.31% Increased
237
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$11.8M +$11.1M 2 0.31% Increased
238
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$11.8M +$1.39M 4 0.05% Increased
239
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.7M -$19.2M 1 0.03% Reduced
240
TW
Transform Wealth
Colorado
$11.5M -$194K 2 2.04% Reduced
241
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$11.4M +$6.41M 5 0.23% Increased
242
FCI
Financial Counselors Inc
Kansas
$11.2M +$513K 1 0.44% Increased
243
BB&T Securities
BB&T Securities
Virginia
$11.2M -$5.46M 3 0.1% Reduced
244
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$11.1M -$886K 2 0.02% Reduced
245
Royce & Associates
Royce & Associates
New York
$11M +$102K 3 0.1% Increased
246
MCIM
Meadow Creek Investment Management
Georgia
$10.9M -$5.56M 2 0.21% Reduced
247
DA
Denali Advisors
California
$10.8M -$940K 1 1.51% Reduced
248
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$10.8M +$1.16M 1 0.08% Increased
249
Marshall Wace
Marshall Wace
United Kingdom
$10.6M +$8.97M 4 0.08% Increased
250
PDM
Penn Davis McFarland
Texas
$10.6M +$6.89K 1 3.31% Increased