← 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
526
Epoch Investment Partners
Epoch Investment Partners
New York
$39M -$6.91M 1 0.22% Reduced
527
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$38.9M +$2.1M 4 0.65% Increased
528
Davenport & Co
Davenport & Co
Virginia
$38.8M -$64.9K 3 0.19% Reduced
529
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$38.7M +$1.54M 2 0.46% Increased
530
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$38.6M +$24.9M 3 0.29% Increased
531
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$38.5M -$828K 3 2.24% Reduced
532
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$38.2M -$32.2M 1 0.86% Reduced
533
Hantz Financial Services
Hantz Financial Services
Michigan
$38.2M -$1.07M 6 0.52% Reduced
534
ACM
Anomaly Capital Management
New York
$38.2M +$33.2M 1 1.46% New
535
LMR Partners
LMR Partners
United Kingdom
$38.1M +$5.6M 5 0.14% Increased
536
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$38M +$22.8K 5 0.56% Increased
537
BOK Financial
BOK Financial
Oklahoma
$37.8M +$816K 1 0.52% Increased
538
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$37.7M -$140K 2 1.32% Reduced
539
Mizuho Securities USA
Mizuho Securities USA
New York
$37.7M +$7.63M 2 0.61% Increased
540
LI
Leeward Investments
Massachusetts
$37.5M -$481K 1 1.7% Reduced
541
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$37.4M +$4.78M 3 0.32% Increased
542
Cannell & Spears
Cannell & Spears
New York
$37.3M -$5.84M 3 0.66% Reduced
543
VOMP
Vision One Management Partners
Florida
$37.2M -$17.6M 1 13.41% Reduced
544
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$37.1M -$46.6M 3 0.24% Reduced
545
Atria Investments
Atria Investments
North Carolina
$36.9M -$3.9M 4 0.37% Reduced
546
Capula Management
Capula Management
Cayman Islands
$36.8M +$29.3M 2 0.13% Increased
547
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$36.8M +$11.7M 2 0.05% Increased
548
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$36.6M -$19.5M 1 0.18% Reduced
549
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$36.3M -$363K 4 0.11% Reduced
550
Verition Fund Management
Verition Fund Management
Connecticut
$36.3M +$5.5M 3 0.18% Increased