← 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
51
First Trust Advisors
First Trust Advisors
Illinois
$123M -$12M 5 0.23% Reduced
52
Barclays
Barclays
United Kingdom
$112M +$6.58M 7 0.08% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$111M +$4.23M 4 0.1% Increased
54
Stifel Financial
Stifel Financial
Missouri
$110M +$20.3M 3 0.32% Increased
55
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$110M +$2.09M 1 1.88% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$109M -$5.2M 6 0.14% Reduced
57
AllianceBernstein
AllianceBernstein
Tennessee
$108M -$2.57M 4 0.07% Reduced
58
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$101M +$7.78M 3 0.13% Increased
59
SCCM
Schafer Cullen Capital Management
New York
$99.4M -$8.86M 2 1.29% Reduced
60
Alyeska Investment Group
Alyeska Investment Group
Illinois
$99.1M +$37.6M 2 1.09% Increased
61
Macquarie Group
Macquarie Group
Australia
$98.1M -$1.47M 5 0.16% Reduced
62
Silvercrest Asset Management
Silvercrest Asset Management
New York
$97M -$5.88M 2 0.88% Reduced
63
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$95M -$9.89M 1 0.21% Reduced
64
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$91.6M -$2.29M 1 0.33% Reduced
65
Adage Capital Partners
Adage Capital Partners
Massachusetts
$91.2M -$38.8M 1 0.2% Reduced
66
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$89.7M +$84.6M 1 0.68% New
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$89.4M +$809K 5 0.08% Increased
68
Miller Howard Investments
Miller Howard Investments
New York
$89.2M -$2.77M 2 2.15% Reduced
69
USAA
United Services Automobile Association
Texas
$88.7M -$2.11M 3 0.22% Reduced
70
OppenheimerFunds
OppenheimerFunds
New York
$86.2M -$1.59M 4 0.1% Reduced
71
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$86.2M +$2.71M 5 0.17% Increased
72
Russell Investments Group
Russell Investments Group
United Kingdom
$84.1M -$13.4M 4 0.16% Reduced
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$80.8M -$109K 4 0.16% Reduced
74
Regions Financial Corp
Regions Financial Corp
Alabama
$80.4M -$962K 3 0.87% Reduced
75
D.E. Shaw & Co
D.E. Shaw & Co
New York
$79.8M -$12.9M 5 0.1% Reduced