← 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$27.7M +$24.2M 3 0.12% Increased
377
IEQ Capital
IEQ Capital
California
$27.5M +$8.18M 4 0.22% Increased
378
Two Sigma Investments
Two Sigma Investments
New York
$27M +$24M 6 0.06% Increased
379
Candriam SCA
Candriam SCA
Luxembourg
$26.7M -$6.97M 1 0.17% Reduced
380
Nissay Asset Management
Nissay Asset Management
Japan
$26.4M -$55.8M 2 0.17% Reduced
381
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$26.4M +$3.6M 3 0.37% Increased
382
RIA
RPG Investment Advisory
California
$26.3M +$24.9M 1 1.88% Increased
383
Resona Asset Management
Resona Asset Management
Japan
$26.2M +$2.28M 1 0.15% Increased
384
Huntington National Bank
Huntington National Bank
Ohio
$26.2M -$427K 6 0.19% Reduced
385
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$26.1M -$3.33M 2 0.79% Reduced
386
VanEck Associates
VanEck Associates
New York
$26M +$1.28M 2 0.03% Increased
387
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$25.9M +$4.15M 4 0.07% Increased
388
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$25.8M -$63.8K 1 1.1% Reduced
389
ACM
Arosa Capital Management
Florida
$25.7M +$3.41M 2 9.5% Increased
390
Rathbones Group
Rathbones Group
United Kingdom
$25.5M -$898K 2 0.12% Reduced
391
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$25.4M -$267K 5 0.29% Reduced
392
Marshall Wace
Marshall Wace
United Kingdom
$24.9M +$26.1M 3 0.03% Increased
393
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$24.9M +$1.42M 3 2% Increased
394
SI
Symmetry Investments
Jersey
$24.6M +$11.1M 2 1.71% Increased
395
CIBC World Markets
CIBC World Markets
New York
$23.9M -$60.5M 4 0.19% Reduced
396
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$23.8M +$1.38M 3 0.18% Increased
397
Alpha Cubed Investments
Alpha Cubed Investments
California
$23.5M +$1.31M 2 1.05% Increased
398
SCM
Silvant Capital Management
Georgia
$23.4M +$72.4K 2 1.07% Increased
399
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$23.3M +$7.59M 2 0.83% Increased
400
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$23.3M -$2.96M 1 0.21% Reduced