← 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
301
Putnam Investments
Putnam Investments
Massachusetts
$13.5M +$3.53M 3 0.02% Increased
302
Vident Investment Advisory
Vident Investment Advisory
Georgia
$13.3M +$252K 1 0.46% Increased
303
EIP
Easterly Investment Partners
Massachusetts
$13.3M -$3.35M 2 1.17% Reduced
304
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.1M -$800K 3 0.05% Reduced
305
Bailard
Bailard
California
$13.1M -$45.1K 2 0.46% Reduced
306
Lido Advisors
Lido Advisors
California
$13.1M +$2.16M 2 0.09% Increased
307
Cartenna Capital
Cartenna Capital
Connecticut
$13.1M -$6.16M 1 1.05% Reduced
308
Daiwa Securities Group
Daiwa Securities Group
Japan
$13.1M +$736K 1 0.09% Increased
309
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$13M +$7.32M 2 0.26% Increased
310
Vontobel Holding
Vontobel Holding
Switzerland
$13M -$822K 2 0.11% Reduced
311
Swiss Life Asset Management
Swiss Life Asset Management
$12.9M +$441K 1 0.19% Increased
312
Pacer Advisors
Pacer Advisors
Pennsylvania
$12.9M +$5.99M 4 0.05% Increased
313
Becker Capital Management
Becker Capital Management
Oregon
$12.9M -$134K 1 0.49% Reduced
314
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$12.7M -$163K 1 0.19% Reduced
315
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$12.6M +$1.93M 1 0.23% Increased
316
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$12.5M +$5.09M 1 0.19% Increased
317
PAI
Pittenger & Anderson Inc
Nebraska
$12.5M +$56.3K 1 0.6% Increased
318
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$12.4M -$4.42M 3 0.06% Reduced
319
LBP AM
LBP AM
France
$12.3M +$4.85M 1 0.29% Increased
320
BIAS
Beacon Investment Advisory Services
New Jersey
$12.2M +$798K 1 0.56% Increased
321
William Blair & Company
William Blair & Company
Illinois
$12.2M -$5.21M 2 0.04% Reduced
322
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$12.2M -$3.72M 1 0.44% Reduced
323
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$12.1M -$14.5M 1 0.14% Reduced
324
ZCM
Ziegler Capital Management
Illinois
$11.9M -$1.4M 1 0.46% Reduced
325
Cerity Partners
Cerity Partners
New York
$11.9M -$6.53M 1 0.05% Reduced