← 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 Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.9M -$732K 2 0.1% Reduced
227
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.9M -$57.7M 6 0.02% Reduced
228
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$16.5M +$16.3M 2 0.17% New
229
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$16.4M +$15.9M 1 0.68% New
230
TIP
Torray Investment Partners
Maryland
$16.4M -$2.05M 1 2.41% Reduced
231
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$16.3M +$1.01M 3 0.09% Increased
232
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$15.9M -$2.22M 5 0.27% Reduced
233
Pinnacle Associates
Pinnacle Associates
New York
$15.9M -$128K 3 0.29% Reduced
234
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$15.5M -$541K 3 0.21% Reduced
235
ZCM
Ziegler Capital Management
Illinois
$15.4M -$1.18M 1 0.52% Reduced
236
FP
Foundry Partners
Minnesota
$15.3M -$380K 1 0.52% Reduced
237
Synovus Financial
Synovus Financial
Georgia
$15.2M -$206K 2 0.15% Reduced
238
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$15.2M -$88.2K 1 0.86% Reduced
239
Bridgewater Associates
Bridgewater Associates
Connecticut
$15.1M +$14.7M 1 0.1% New
240
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$15.1M -$258K 2 0.96% Reduced
241
CIA
CCM Investment Advisers
South Carolina
$15M -$3.89K 1 1.93% Reduced
242
AIC
AWM Investment Company
New York
$14.9M $0 1 1.47% Maintained
243
WBC
Westpac Banking Corp
Australia
$14.8M -$14.2K 2 0.15% Reduced
244
Moore Capital Management
Moore Capital Management
New York
$14.8M -$30.4M 2 0.21% Reduced
245
TPSF
Texas Permanent School Fund
Texas
$14.8M -$70.2K 4 0.17% Reduced
246
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$14.7M -$1.23M 4 0.15% Reduced
247
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.7M +$216K 1 0.59% Increased
248
PWA
Pinnacle Wealth Advisors
Tennessee
$14.7M +$14.3M 1 0.59% New
249
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$14.6M +$1.19M 2 0.55% Increased
250
DIA
Davidson Investment Advisors
Montana
$14.5M -$94.3K 1 1.16% Reduced