← 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
Kestra Advisory Services
Kestra Advisory Services
Texas
$27M -$506K 3 0.22% Reduced
227
Two Sigma Investments
Two Sigma Investments
New York
$27M +$19.5M 5 0.06% Increased
228
Eastern Bank
Eastern Bank
Massachusetts
$26.7M -$4.61M 1 1.21% Reduced
229
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$26.2M +$2.39M 2 0.51% Increased
230
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$26M +$19.3M 1 0.11% Increased
231
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.9M -$3.02M 1 0.61% Reduced
232
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$25.7M -$4.74M 3 0.21% Reduced
233
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.5M -$2.23M 4 0.06% Reduced
234
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$25.4M -$4.24M 4 0.24% Reduced
235
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$25.3M -$511K 1 1.13% Reduced
236
MAI Capital Management
MAI Capital Management
Ohio
$25.2M -$3.83M 2 0.33% Reduced
237
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$25M +$3.15M 1 0.23% Increased
238
Tredje AP-fonden
Tredje AP-fonden
Sweden
$24.9M -$16.1M 1 0.31% Reduced
239
AIC
AWM Investment Company
New York
$24.8M +$3.16M 1 3.27% Increased
240
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$24.7M +$99.5K 3 0.33% Increased
241
VHAM
Van Hulzen Asset Management
California
$24.6M -$193K 1 1.73% Reduced
242
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$24.3M +$911K 1 0.57% Increased
243
Cetera Advisor Networks
Cetera Advisor Networks
California
$24.3M -$1.09M 2 0.14% Reduced
244
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$24.1M +$3.29M 1 0.03% Increased
245
Stephens Inc
Stephens Inc
Arkansas
$24M +$1.94M 2 0.41% Increased
246
Allianz Asset Management
Allianz Asset Management
Germany
$23.9M -$7.39M 2 0.04% Reduced
247
Merewether Investment Management
Merewether Investment Management
Texas
$23.8M +$12.5M 1 1.4% Increased
248
SCA
Southpoint Capital Advisors
New York
$23.6M -$10.6M 1 0.51% Reduced
249
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.6M +$477K 3 0.17% Increased
250
ProShare Advisors
ProShare Advisors
Maryland
$23.4M +$212K 4 0.07% Increased