← 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
ProShare Advisors
ProShare Advisors
Maryland
$59.1M +$3.65M 6 0.12% Increased
302
Citizens Financial Group
Citizens Financial Group
Rhode Island
$59M +$14.3M 2 0.95% Increased
303
GAI
General American Investors
New York
$58.2M $0 1 3.73% Maintained
304
JLBC
J.L. Bainbridge & Co
Florida
$57.8M -$497K 2 5.24% Reduced
305
HM Payson & Co
HM Payson & Co
Maine
$57.3M +$5.73M 4 0.91% Increased
306
Xponance
Xponance
Pennsylvania
$57.2M +$11.2M 3 0.48% Increased
307
AIC
AWM Investment Company
New York
$57.2M $0 1 6.41% Maintained
308
Capital World Investors
Capital World Investors
California
$56.8M -$107M 1 0.01% Reduced
309
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$56.4M -$1.22M 2 0.99% Reduced
310
Sapient Capital
Sapient Capital
Indiana
$56.4M +$2.2M 2 1.01% Increased
311
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$55.9M +$18.4M 3 0.38% Increased
312
Woodline Partners
Woodline Partners
California
$55.7M -$18.4M 3 0.29% Reduced
313
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$55.5M +$39.6M 1 2.03% Increased
314
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$54.9M +$3.63M 2 0.79% Increased
315
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$54.8M +$18.8M 2 0.51% Increased
316
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$54.6M +$4.84M 6 0.17% Increased
317
MML Investors Services
MML Investors Services
Massachusetts
$54.6M +$2.47M 5 0.16% Increased
318
Americana Partners
Americana Partners
Texas
$53.2M +$363K 2 1.83% Increased
319
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$52.7M +$5.85M 1 0.18% Increased
320
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$52.7M +$6.5M 4 0.36% Increased
321
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$52.1M +$1.87M 2 0.47% Increased
322
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$51.8M -$2.95M 5 0.42% Reduced
323
DAM
Delta Asset Management
Tennessee
$50.9M -$359K 2 4.42% Reduced
324
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$50.4M -$12M 4 0.36% Reduced
325
MLL
Moody Lynn & Lieberson
Massachusetts
$49.8M -$3.36M 2 2.88% Reduced