← 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
376
Wealthfront Advisers
Wealthfront Advisers
California
$74.3M +$2.22M 4 0.14% Increased
377
Marshall Wace
Marshall Wace
United Kingdom
$74.1M -$291M 5 0.06% Reduced
378
AssetMark Inc
AssetMark Inc
California
$74M +$11.3M 6 0.13% Increased
379
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$74M -$39.9M 2 0.48% Reduced
380
TCM
Thames Capital Management
New Jersey
$73.2M +$11M 2 6.02% Increased
381
HC
Henshaw Capital
Massachusetts
$72.8M $0 1 2.37% Maintained
382
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$72.7M -$300K 3 0.4% Reduced
383
JSC
J. Stern & Co
United Kingdom
$72.4M -$658K 1 6.83% Reduced
384
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$72.2M +$4.92M 2 0.45% Increased
385
Oppenheimer & Co
Oppenheimer & Co
New York
$72.2M +$7.38M 6 0.77% Increased
386
Macquarie Group
Macquarie Group
Australia
$71.7M +$9.14M 4 0.31% Increased
387
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.4M -$86.7M 3 0.1% Reduced
388
Chilton Investment Company
Chilton Investment Company
Connecticut
$71.1M +$11.9M 2 1.71% Increased
389
OAM
Ophir Asset Management
Australia
$70.9M +$327K 1 5.83% Increased
390
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$70.7M -$3.27M 2 0.48% Reduced
391
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$70.6M -$4.73M 3 1.38% Reduced
392
SWM
Segment Wealth Management
Texas
$69.9M -$1.75M 1 3.63% Reduced
393
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$69.4M -$1.35M 4 0.7% Reduced
394
Encompass Capital Advisors
Encompass Capital Advisors
New York
$69.2M -$58M 2 2.46% Reduced
395
Rathbones Group
Rathbones Group
United Kingdom
$68.6M -$876K 2 0.25% Reduced
396
Advisory Services Network
Advisory Services Network
Georgia
$68.1M +$33.6K 5 0.77% Increased
397
Pinnacle Associates
Pinnacle Associates
New York
$68.1M +$727K 3 0.74% Increased
398
EFG International
EFG International
$67.7M +$34.2M 3 1.24% Increased
399
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$67.7M +$3.54M 5 0.73% Increased
400
Nomura Holdings
Nomura Holdings
Japan
$67.6M +$38.6M 3 0.08% Increased