← 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
401
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.2M +$28.1M 2 0.05% New
402
Great Lakes Advisors
Great Lakes Advisors
Illinois
$23.1M -$5.4M 3 0.21% Reduced
403
Private Advisor Group
Private Advisor Group
New Jersey
$23M +$3.26M 4 0.14% Increased
404
Winton Group
Winton Group
United Kingdom
$23M +$2.4M 3 1.4% Increased
405
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$22.9M $0 1 0.21% Maintained
406
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$22.8M -$143M 2 0.08% Reduced
407
Advisors Asset Management
Advisors Asset Management
Colorado
$22.7M +$4.49M 5 0.43% Increased
408
MAM
Mark Asset Management
New York
$22.6M +$10.4M 1 2.19% Increased
409
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.5M -$8.01M 1 0.09% Reduced
410
Hood River Capital Management
Hood River Capital Management
Florida
$22.5M -$294K 1 0.38% Reduced
411
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.3M +$68.1K 2 0.45% Increased
412
Brown Advisory
Brown Advisory
Maryland
$22.2M -$163K 3 0.03% Reduced
413
DIA
Davidson Investment Advisors
Montana
$22.2M +$8.76M 1 1.1% Increased
414
Jump Financial
Jump Financial
Illinois
$22.1M +$9.65M 2 0.29% Increased
415
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$22.1M +$23.2M 3 0.06% Increased
416
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$21.8M -$5.19M 2 0.26% Reduced
417
Wealthfront Advisers
Wealthfront Advisers
California
$21.7M +$1.93M 2 0.06% Increased
418
GAMCO Investors
GAMCO Investors
Connecticut
$21.7M -$2.87M 3 0.24% Reduced
419
Banque Transatlantique
Banque Transatlantique
France
$21.6M -$3.19M 2 0.65% Reduced
420
SCM
SIR Capital Management
New York
$21.4M +$13.6M 3 1.88% Increased
421
SWM
Segment Wealth Management
Texas
$21.4M -$512K 1 1.45% Reduced
422
Fred Alger Management
Fred Alger Management
New York
$21.3M -$48.8M 2 0.12% Reduced
423
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$21.3M -$88.7K 3 0.11% Reduced
424
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$21.3M -$285K 2 0.88% Reduced
425
NRG
Nemes Rush Group
Michigan
$21.2M +$62.4K 2 2.68% Increased