← 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
326
WhitTier Trust Company
WhitTier Trust Company
Nevada
$36.3M +$711K 4 0.94% Increased
327
MLL
Moody Lynn & Lieberson
Massachusetts
$36.3M -$4.73M 2 2.24% Reduced
328
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$36.1M -$7.87M 2 0.22% Reduced
329
Advisors Capital Management
Advisors Capital Management
New Jersey
$35.5M +$72.1K 1 0.58% Increased
330
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$35.2M -$24.7M 6 0.01% Reduced
331
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$34.7M -$61.3M 1 0.06% Reduced
332
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$34.4M +$1.26M 4 0.59% Increased
333
HM Payson & Co
HM Payson & Co
Maine
$34.4M +$30.5M 4 0.59% Increased
334
Utah Retirement Systems
Utah Retirement Systems
Utah
$34M +$116K 3 0.38% Increased
335
Hood River Capital Management
Hood River Capital Management
Florida
$33.8M -$6.99M 1 0.55% Reduced
336
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$33.8M -$4.32M 2 0.2% Reduced
337
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$33.5M -$6.35M 1 0.13% Reduced
338
Mutual of America Capital Management
Mutual of America Capital Management
New York
$33.3M -$1.13M 5 0.35% Reduced
339
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$33.2M +$2.07M 3 0.1% Increased
340
Yousif Capital Management
Yousif Capital Management
Michigan
$32.9M -$1.14M 6 0.36% Reduced
341
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$32.3M +$27.7M 2 0.33% New
342
Lido Advisors
Lido Advisors
California
$32.2M +$4.07M 3 0.16% Increased
343
PCM
Palestra Capital Management
New York
$32.1M $0 1 1.06% Maintained
344
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$32.1M -$312K 1 1.28% Reduced
345
AOI
Auto-Owners Insurance
Michigan
$32M $0 1 0.78% Maintained
346
LMR Partners
LMR Partners
United Kingdom
$31.8M +$5.38M 2 0.25% Increased
347
Driehaus Capital Management
Driehaus Capital Management
Illinois
$31.6M -$7.02M 2 0.27% Reduced
348
Raymond James Trust
Raymond James Trust
Florida
$31.4M +$813K 4 0.68% Increased
349
Great Lakes Advisors
Great Lakes Advisors
Illinois
$31.3M +$905K 4 0.26% Increased
350
Citizens Financial Group
Citizens Financial Group
Rhode Island
$31.3M +$3.64M 2 0.63% Increased