← 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
Amalgamated Bank
Amalgamated Bank
New York
$67.4M +$2.32M 6 0.52% Increased
277
Trillium Asset Management
Trillium Asset Management
Massachusetts
$66.9M -$2.11M 3 1.8% Reduced
278
AOI
Auto-Owners Insurance
Michigan
$66.5M +$38.6M 1 1.48% Increased
279
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$66.4M -$29.5M 2 0.23% Reduced
280
Vaughan David Investments
Vaughan David Investments
Illinois
$65.9M -$10.8K 2 1.47% Reduced
281
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$65.9M +$461K 3 0.83% Increased
282
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$65.4M -$21.1M 2 0.53% Reduced
283
Vontobel Holding
Vontobel Holding
Switzerland
$65.3M +$16.2M 4 0.21% Increased
284
Congress Wealth Management
Congress Wealth Management
Massachusetts
$65.1M -$1.43M 3 0.63% Reduced
285
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$65M +$836K 2 1.39% Increased
286
Kestra Advisory Services
Kestra Advisory Services
Texas
$64.3M +$2.61M 5 0.31% Increased
287
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$64.2M -$102M 2 0.14% Reduced
288
Gotham Asset Management
Gotham Asset Management
New York
$62.3M +$19M 4 0.37% Increased
289
Sanctuary Advisors
Sanctuary Advisors
Indiana
$62M +$10.5M 4 0.38% Increased
290
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$61.4M -$5.75M 3 0.43% Reduced
291
NewEdge Advisors
NewEdge Advisors
Louisiana
$61.3M +$7.31M 6 0.32% Increased
292
Alyeska Investment Group
Alyeska Investment Group
Illinois
$61.3M -$58.8M 2 0.22% Reduced
293
Chilton Investment Company
Chilton Investment Company
Connecticut
$60.5M -$10.7M 1 1.34% Reduced
294
Groupama Asset Management
Groupama Asset Management
France
$60.4M +$1.17M 2 1% Increased
295
ING Group
ING Group
Netherlands
$60.2M -$13.2M 3 0.37% Reduced
296
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$60.2M -$19.1M 2 0.14% Reduced
297
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$60.1M +$11.8M 3 0.41% Increased
298
Meyer Handelman Company
Meyer Handelman Company
New York
$59.6M -$417K 2 1.97% Reduced
299
AIP
ARS Investment Partners
New York
$59.4M -$7M 3 4.34% Reduced
300
SAM
Scopus Asset Management
New York
$59.4M +$36.1M 3 1% Increased