← 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
Epoch Investment Partners
Epoch Investment Partners
New York
$33.5M -$1.58M 1 0.17% Reduced
327
Trexquant Investment
Trexquant Investment
Connecticut
$33.5M +$3.83M 3 0.39% Increased
328
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$33.5M +$16.2M 2 0.2% Increased
329
Sculptor Capital
Sculptor Capital
New York
$33.1M -$15.5M 1 0.63% Reduced
330
Glenmede Trust
Glenmede Trust
Pennsylvania
$33.1M -$446K 2 0.18% Reduced
331
ACM
Argent Capital Management
Missouri
$33M -$1.93M 1 1.01% Reduced
332
Quantinno Capital Management
Quantinno Capital Management
New York
$32.8M +$13M 5 0.21% Increased
333
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$32.7M -$3.57M 5 0.11% Reduced
334
Vontobel Holding
Vontobel Holding
Switzerland
$32.5M -$8.96M 4 0.12% Reduced
335
WhitTier Trust Company
WhitTier Trust Company
Nevada
$32.4M +$1.11M 5 0.82% Increased
336
Mediolanum International Funds
Mediolanum International Funds
Ireland
$32.3M +$12.8M 2 0.45% Increased
337
MAI Capital Management
MAI Capital Management
Ohio
$32.1M -$1.03M 5 0.24% Reduced
338
Utah Retirement Systems
Utah Retirement Systems
Utah
$32M -$73.4K 3 0.37% Reduced
339
Citizens Financial Group
Citizens Financial Group
Rhode Island
$32M +$5.59M 2 0.63% Increased
340
Oppenheimer & Co
Oppenheimer & Co
New York
$32M +$7.18M 5 0.48% Increased
341
Wolverine Trading
Wolverine Trading
Illinois
$31.8M +$20.6M 5 0.04% Increased
342
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$31.8M +$47.1K 6 0.32% Increased
343
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$31.7M +$2.48M 3 0.11% Increased
344
Sapient Capital
Sapient Capital
Indiana
$30.9M -$200K 1 0.61% Reduced
345
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$30.8M -$378M 2 0.12% Reduced
346
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$30.7M -$4.97M 2 0.26% Reduced
347
ACG
Aventail Capital Group
New York
$30.7M +$171K 1 1.51% Increased
348
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$30.6M -$5.49M 3 0.13% Reduced
349
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$30.5M +$8.97M 5 0.02% Increased
350
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$30.5M +$2.76M 3 0.25% Increased