← 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
William Blair & Company
William Blair & Company
Illinois
$40M +$6.54M 3 0.12% Increased
302
HRT Financial
HRT Financial
New York
$39.6M +$682K 4 0.2% Increased
303
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$39.5M +$38M 3 0.13% Increased
304
Glenmede Trust
Glenmede Trust
Pennsylvania
$39.3M -$2.4M 3 0.19% Reduced
305
DFO
Duquesne Family Office
New York
$39.1M -$20.3M 2 1.33% Reduced
306
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$39M -$1.66M 5 0.34% Reduced
307
Gotham Asset Management
Gotham Asset Management
New York
$39M +$6.73M 6 0.4% Increased
308
ZP
Zimmer Partners
New York
$38.4M -$7.78M 2 0.7% Reduced
309
DSM Capital Partners
DSM Capital Partners
Florida
$38.4M +$28.9M 1 0.59% New
310
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$38.2M -$1.62M 2 1.12% Reduced
311
SAM
Scopus Asset Management
New York
$38.2M -$17.7M 2 0.68% Reduced
312
TC
TwinBeech Capital
New York
$38.1M +$15.1M 2 0.73% Increased
313
LBP AM
LBP AM
France
$37.5M +$15.5M 2 0.56% Increased
314
KBC Group
KBC Group
Belgium
$37.4M +$16.3M 5 0.11% Increased
315
NewEdge Advisors
NewEdge Advisors
Louisiana
$37.3M +$3.02M 5 0.24% Increased
316
Swiss Life Asset Management
Swiss Life Asset Management
$37.3M +$640K 2 0.42% Increased
317
Fidelity International
Fidelity International
Bermuda
$37M -$13.7M 3 0.03% Reduced
318
Trexquant Investment
Trexquant Investment
Connecticut
$37M +$14.2M 3 0.47% Increased
319
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$37M +$1.76M 3 0.68% Increased
320
ProShare Advisors
ProShare Advisors
Maryland
$37M -$519K 6 0.09% Reduced
321
Verition Fund Management
Verition Fund Management
Connecticut
$36.7M +$368K 4 0.19% Increased
322
SC
Sagefield Capital
Texas
$36.7M +$1.88M 2 3.98% Increased
323
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$36.6M -$978K 2 0.12% Reduced
324
MAI Capital Management
MAI Capital Management
Ohio
$36.5M -$2.2M 3 0.35% Reduced
325
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$36.4M +$3.4M 2 0.39% Increased