← 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
Aberdeen Group
Aberdeen Group
United Kingdom
$25.1M -$991K 1 0.06% Reduced
227
GIP
Granite Investment Partners
California
$25.1M +$459K 1 1.05% Increased
228
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24.9M +$840K 4 0.17% Increased
229
Woodline Partners
Woodline Partners
California
$24.8M +$14.1M 1 0.29% Increased
230
Chilton Investment Company
Chilton Investment Company
Connecticut
$24.6M +$14.4M 1 0.78% Increased
231
QRG Capital Management
QRG Capital Management
Illinois
$24.5M +$24.7M 1 0.42% New
232
Kestra Advisory Services
Kestra Advisory Services
Texas
$24.4M +$2.86M 3 0.24% Increased
233
WMC
Westwood Management Corporation
Illinois
$24.1M +$1.08M 1 3.47% Increased
234
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$24.1M +$5.05M 2 0.14% Increased
235
Advisors Capital Management
Advisors Capital Management
New Jersey
$23.6M -$283K 1 0.6% Reduced
236
Pacer Advisors
Pacer Advisors
Pennsylvania
$23.4M +$7.3M 4 0.09% Increased
237
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$22.9M -$330K 1 1.12% Reduced
238
Man Group
Man Group
United Kingdom
$22.7M -$20.6M 0 – Closed
239
Point72 Asset Management
Point72 Asset Management
Connecticut
$22.6M -$64.3M 3 0.07% Reduced
240
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$22.6M +$1.03M 2 0.06% Increased
241
Cetera Advisor Networks
Cetera Advisor Networks
California
$22.6M +$763K 2 0.14% Increased
242
VHAM
Van Hulzen Asset Management
California
$22M +$303K 1 1.69% Increased
243
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$21.8M -$632K 3 0.33% Reduced
244
GGI
Godsey & Gibb Inc
Virginia
$21.7M -$1.83M 1 2.66% Reduced
245
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$21.5M +$1.17M 1 0.64% Increased
246
ProShare Advisors
ProShare Advisors
Maryland
$20.8M -$1.43M 3 0.06% Reduced
247
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$20.6M +$19.3M 1 1.27% Increased
248
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$20.6M -$3.52M 1 0.57% Reduced
249
WhitTier Trust Company
WhitTier Trust Company
Nevada
$20.6M +$20K 3 0.73% Increased
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.5M -$1.34M 4 0.17% Reduced