← 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
276
MC
Moors & Cabot
Massachusetts
$5.08M -$79.8K 2 0.93% Reduced
277
Balyasny Asset Management
Balyasny Asset Management
Illinois
$5.06M +$4.97M 2 0.04% Increased
278
TIM
Thompson Investment Management
Wisconsin
$5.05M -$60.1K 1 1.05% Reduced
279
HBK Investments
HBK Investments
Texas
$4.96M +$1.81M 2 0.05% Increased
280
VCM
Vigilant Capital Management
Maine
$4.94M -$851K 2 1% Reduced
281
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$4.94M +$197K 1 0.13% Increased
282
Boston Partners
Boston Partners
Massachusetts
$4.89M $0 1 0.01% Maintained
283
Intact Investment Management
Intact Investment Management
Quebec, Canada
$4.86M +$5.06M 1 0.22% New
284
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$4.85M +$637K 2 0.06% Increased
285
Korea Investment Corp
Korea Investment Corp
South Korea
$4.83M -$1.06M 1 0.03% Reduced
286
WAM
World Asset Management
Michigan
$4.82M +$115K 2 0.18% Increased
287
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.8M +$314K 1 1% Increased
288
Truist Financial
Truist Financial
North Carolina
$4.8M -$713K 2 0.12% Reduced
289
AA
Apriem Advisors
California
$4.76M +$88.5K 2 1.7% Increased
290
DAM
Delta Asset Management
Tennessee
$4.71M +$127K 1 0.86% Increased
291
Bridgewater Associates
Bridgewater Associates
Connecticut
$4.59M -$3.07M 1 0.06% Reduced
292
MPAM
Monarch Partners Asset Management
Massachusetts
$4.53M +$1.25M 1 0.47% Increased
293
Eaton Vance Management
Eaton Vance Management
Massachusetts
$4.52M -$17.4M 1 0.01% Reduced
294
FPCM
Financial Partners Capital Management
New York
$4.46M -$50.6K 1 1.06% Reduced
295
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$4.43M +$114K 2 0.32% Increased
296
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$4.41M -$8.84M 3 0.03% Reduced
297
FTB
First Trust Bank
Bahamas
$4.38M $0 1 9.16% Maintained
298
HighTower Advisors
HighTower Advisors
Illinois
$4.37M -$54.3K 2 0.05% Reduced
299
Utah Retirement Systems
Utah Retirement Systems
Utah
$4.35M +$5.42K 1 0.12% Increased
300
SCP
Scoria Capital Partners
Connecticut
$4.31M +$4.48M 1 1.41% New
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