← 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
CRM
Cramer Rosenthal McGlynn
Connecticut
$18.4M -$6.85M 1 0.81% Reduced
227
Brookfield Corp
Brookfield Corp
Ontario, Canada
$18.4M +$6.69M 1 0.07% Increased
228
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$18.3M -$401K 4 0.31% Reduced
229
Kestra Advisory Services
Kestra Advisory Services
Texas
$18.3M +$10.3M 3 0.16% Increased
230
INTECH Investment Management
INTECH Investment Management
Florida
$18.1M -$3.45M 1 0.14% Reduced
231
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$17.6M -$6.64M 4 0.05% Reduced
232
Comerica Bank
Comerica Bank
Texas
$17.4M -$344K 5 0.14% Reduced
233
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$17.3M -$76K 1 0.9% Reduced
234
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$17.2M +$15.4M 4 0.09% Increased
235
ProShare Advisors
ProShare Advisors
Maryland
$17.1M -$371K 3 0.06% Reduced
236
HA
Heartland Advisors
Wisconsin
$17.1M +$351K 1 1.08% Increased
237
DP
DDD Partners
Washington
$16.9M -$1.33M 1 2.71% Reduced
238
DIA
Davidson Investment Advisors
Montana
$16.8M +$51.7K 1 1.31% Increased
239
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16.5M -$570K 1 0.05% Reduced
240
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$16.5M -$5.14M 3 0.12% Reduced
241
Cetera Advisor Networks
Cetera Advisor Networks
California
$16.5M +$5.02M 3 0.13% Increased
242
Creative Planning
Creative Planning
Kansas
$16.2M +$3.55M 3 0.02% Increased
243
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.2M -$245M 2 0.04% Reduced
244
TIAA FSB
TIAA FSB
Florida
$16.1M +$13.9M 1 0.06% Increased
245
Verition Fund Management
Verition Fund Management
Connecticut
$15.9M -$12.1M 2 0.25% Reduced
246
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$15.9M +$2.76M 5 0.09% Increased
247
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$15.7M -$4.6M 1 0.22% Reduced
248
Scout Investments
Scout Investments
Missouri
$15.5M -$613 1 0.32% Reduced
249
Synovus Financial
Synovus Financial
Georgia
$15.5M -$168K 2 0.18% Reduced
250
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$15.5M -$8.98M 1 0.22% Reduced