← 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$42.5M +$154K 5 0.08% Increased
377
Mediolanum International Funds
Mediolanum International Funds
Ireland
$42.3M -$19M 2 0.42% Reduced
378
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$41.9M -$82.1M 1 0.16% Reduced
379
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$41.9M +$8.92M 3 0.61% Increased
380
Driehaus Capital Management
Driehaus Capital Management
Illinois
$41.8M -$57.7M 3 0.28% Reduced
381
Jones Financial Companies
Jones Financial Companies
Missouri
$41.5M +$9.4M 7 0.03% Increased
382
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$41.5M -$2.58M 4 0.69% Reduced
383
Wealthfront Advisers
Wealthfront Advisers
California
$41.3M +$885K 3 0.09% Increased
384
ACM
Anomaly Capital Management
New York
$41M -$52.8M 1 1.47% Reduced
385
HC
Henshaw Capital
Massachusetts
$40.5M $0 1 1.46% Maintained
386
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$40.3M +$12.5M 5 0.24% Increased
387
Covea Finance
Covea Finance
France
$40.2M +$37.5M 1 1.33% New
388
Empowered Funds
Empowered Funds
Pennsylvania
$40M +$4.91M 3 0.68% Increased
389
Voleon Capital Management
Voleon Capital Management
California
$39.8M +$15.6M 2 0.86% Increased
390
Private Advisor Group
Private Advisor Group
New Jersey
$39.8M -$1.76M 4 0.19% Reduced
391
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$39.8M +$41.3M 2 0.57% New
392
Oberweis Asset Management
Oberweis Asset Management
Illinois
$39.6M +$7.76M 2 1.45% Increased
393
Allworth Financial
Allworth Financial
California
$39.6M +$13.2M 6 0.16% Increased
394
CNAM
Campbell Newman Asset Management
Wisconsin
$39.2M -$2.03M 2 2.87% Reduced
395
Brown Advisory
Brown Advisory
Maryland
$39.1M +$814K 3 0.05% Increased
396
WAM
WT Asset Management
Hong Kong
$39M +$36.4M 1 1.55% New
397
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$39M -$35.9K 5 0.5% Reduced
398
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$38.9M -$970K 4 0.81% Reduced
399
ACM
Argent Capital Management
Missouri
$38.9M -$1.42M 1 1.1% Reduced
400
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$38.8M -$13.8M 1 0.31% Reduced