← 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
Utah Retirement Systems
Utah Retirement Systems
Utah
$10.8M -$245K 2 0.15% Reduced
277
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.8M -$33M 1 0.05% Reduced
278
Xponance
Xponance
Pennsylvania
$10.8M -$21.9K 2 0.23% Reduced
279
AF
Alerus Financial
North Dakota
$10.8M +$81.3K 1 1.13% Increased
280
Two Sigma Investments
Two Sigma Investments
New York
$10.7M -$66.7M 3 0.03% Reduced
281
Andra AP-fonden
Andra AP-fonden
Sweden
$10.6M -$889K 1 0.23% Reduced
282
First Horizon Advisors
First Horizon Advisors
Tennessee
$10.6M +$62.3K 3 0.61% Increased
283
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$10.3M +$236K 1 0.1% Increased
284
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.2M -$991K 1 0.02% Reduced
285
SGK
Steigerwald Gordon & Koch
Virginia
$10.2M +$101K 1 1.9% Increased
286
Första AP-fonden
Första AP-fonden
Sweden
$10.2M -$1.3M 1 0.14% Reduced
287
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$10.1M -$518K 1 0.55% Reduced
288
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$10.1M +$83.6K 1 0.12% Increased
289
GIM
Goelzer Investment Management
Indiana
$10M +$916K 1 0.88% Increased
290
Cartenna Capital
Cartenna Capital
Connecticut
$9.96M +$4.33M 1 4.57% Increased
291
Advisors Asset Management
Advisors Asset Management
Colorado
$9.96M +$1.12M 2 0.15% Increased
292
Advisors Capital Management
Advisors Capital Management
New Jersey
$9.88M +$1.22M 1 0.35% Increased
293
Raymond James Trust
Raymond James Trust
Florida
$9.86M +$468K 3 0.34% Increased
294
Shelton Capital Management
Shelton Capital Management
Colorado
$9.85M +$5.05M 3 0.34% Increased
295
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$9.77M -$2.42M 2 0.1% Reduced
296
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$9.75M +$2.1M 2 0.12% Increased
297
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.69M -$1.86M 1 0.23% Reduced
298
WhitTier Trust Company
WhitTier Trust Company
Nevada
$9.68M +$478K 3 0.43% Increased
299
Oppenheimer & Co
Oppenheimer & Co
New York
$9.61M -$195K 3 0.19% Reduced
300
TW
Transform Wealth
Colorado
$9.29M -$68.6K 2 1.86% Reduced