← 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.61M +$6.09M 1 0.03% Increased
377
Nicholas Company
Nicholas Company
Wisconsin
$6.54M $0 1 0.12% Maintained
378
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$6.47M +$446K 2 0.32% Increased
379
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.46M -$112K 4 0.03% Reduced
380
MAM
Mastrapasqua Asset Management
Tennessee
$6.44M -$320K 1 0.7% Reduced
381
Nissay Asset Management
Nissay Asset Management
Japan
$6.4M +$262K 1 0.05% Increased
382
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$6.38M +$822K 2 0.14% Increased
383
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.34M -$785K 3 0.02% Reduced
384
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.34M +$3.51M 3 0.02% Increased
385
MML Investors Services
MML Investors Services
Massachusetts
$6.22M +$1.34M 2 0.05% Increased
386
Huntington National Bank
Huntington National Bank
Ohio
$6.17M -$4.29K 4 0.06% Reduced
387
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$6.17M -$117K 1 0.29% Reduced
388
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.15M -$495K 1 0.19% Reduced
389
Brown Advisory
Brown Advisory
Maryland
$6.12M -$120K 2 0.01% Reduced
390
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$6.07M +$3.52M 2 0.06% Increased
391
CIM
Cambria Investment Management
California
$5.99M -$256K 2 1.1% Reduced
392
SAM
Strategy Asset Managers
California
$5.94M +$131K 2 1.32% Increased
393
TCW Group
TCW Group
California
$5.91M -$8.84K 1 0.02% Reduced
394
ECM
Estabrook Capital Management
New York
$5.89M -$87.9K 1 0.93% Reduced
395
HCMT
Highland Capital Management (Tennessee)
Tennessee
$5.87M -$173K 1 0.36% Reduced
396
Becker Capital Management
Becker Capital Management
Oregon
$5.87M +$233K 1 0.25% Increased
397
ACM
AIGH Capital Management
Maryland
$5.77M +$5.48M 1 1.21% New
398
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$5.77M -$197K 1 0.04% Reduced
399
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$5.76M $0 4 0.05% Maintained
400
SCM
SG Capital Management
Illinois
$5.75M +$4.52M 1 2.31% Increased