← 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
Glenmede Trust
Glenmede Trust
Pennsylvania
$28.9M -$6.25M 2 0.15% Reduced
277
Swiss Life Asset Management
Swiss Life Asset Management
$28.8M -$30.9K 1 0.4% Reduced
278
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$28.4M +$404K 2 0.52% Increased
279
Cartenna Capital
Cartenna Capital
Connecticut
$28.1M -$31.4M 1 1.54% Reduced
280
Railway Pension Investments
Railway Pension Investments
United Kingdom
$28.1M $0 1 0.27% Maintained
281
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.9M +$5.19M 4 0.11% Increased
282
ZP
Zimmer Partners
New York
$27.8M +$24.1M 2 0.6% New
283
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$27.4M +$23.3M 1 0.48% New
284
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$27.2M -$85.6K 1 0.08% Reduced
285
Busey Bank
Busey Bank
Illinois
$27.2M -$542K 2 0.96% Reduced
286
GGI
Godsey & Gibb Inc
Virginia
$26.5M -$3.15M 1 2.79% Reduced
287
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.4M $0 1 0.28% Maintained
288
ProShare Advisors
ProShare Advisors
Maryland
$26.3M -$2.36M 5 0.07% Reduced
289
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$25.9M +$3.48M 3 0.1% Increased
290
MLL
Moody Lynn & Lieberson
Massachusetts
$25.4M +$33.9K 1 1.71% Increased
291
LBP AM
LBP AM
France
$25.4M +$6.76M 1 1.01% Increased
292
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$25.4M +$1.14M 2 0.4% Increased
293
Twin Tree Management
Twin Tree Management
Texas
$25.4M +$22.2M 1 0.06% New
294
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$25.4M -$539K 1 1.14% Reduced
295
Acadian Asset Management
Acadian Asset Management
Massachusetts
$25.3M -$7.73M 3 0.09% Reduced
296
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$25.3M +$22M 2 2.36% Increased
297
Yousif Capital Management
Yousif Capital Management
Michigan
$24.9M -$826K 5 0.28% Reduced
298
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$24.8M +$329K 1 0.53% Increased
299
D.E. Shaw & Co
D.E. Shaw & Co
New York
$24.6M +$7.47M 6 0.02% Increased
300
NRG
Nemes Rush Group
Michigan
$24.6M +$193K 1 3.52% Increased