← 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
Credit Suisse
Credit Suisse
Switzerland
$87M -$1.03M 4 0.09% Reduced
52
Barclays
Barclays
United Kingdom
$85.2M -$3.9M 6 0.07% Reduced
53
First Trust Advisors
First Trust Advisors
Illinois
$84.9M -$14.3M 5 0.2% Reduced
54
AllianceBernstein
AllianceBernstein
Tennessee
$83.7M -$2.34M 3 0.06% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$83.6M -$2.8M 6 0.12% Reduced
56
Adage Capital Partners
Adage Capital Partners
Massachusetts
$81M +$6.01M 1 0.22% Increased
57
Russell Investments Group
Russell Investments Group
United Kingdom
$79.2M +$14.9M 4 0.18% Increased
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$75.4M +$11.3M 5 0.1% Increased
59
PGGM Investments
PGGM Investments
Netherlands
$74.6M +$22.9M 1 0.43% Increased
60
Silvercrest Asset Management
Silvercrest Asset Management
New York
$74.2M +$6.05M 2 0.82% Increased
61
Macquarie Group
Macquarie Group
Australia
$74.1M -$5.07M 6 0.14% Reduced
62
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73.8M -$6.82M 2 1.07% Reduced
63
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$72.1M +$11.1M 3 0.38% Increased
64
IP
Interval Partners
New York
$71.7M +$62.1M 2 3.85% Increased
65
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$71.6M -$1.01M 1 0.32% Reduced
66
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$71.4M +$365K 1 0.64% Increased
67
Teachers Advisors
Teachers Advisors
New York
$70.7M -$48.7M 4 0.1% Reduced
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$70.6M +$2.94M 5 0.15% Increased
69
USAA
United Services Automobile Association
Texas
$70.3M +$28.3K 2 0.2% Increased
70
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$68.1M -$3.04M 5 0.08% Reduced
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$64.9M -$11.3M 1 0.18% Reduced
72
SCCM
Schafer Cullen Capital Management
New York
$64.1M -$16.7M 2 0.99% Reduced
73
Miller Howard Investments
Miller Howard Investments
New York
$63.4M -$7.87M 2 1.86% Reduced
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$63.3M -$586K 4 0.14% Reduced
75
Regions Financial Corp
Regions Financial Corp
Alabama
$63.1M -$619K 3 0.79% Reduced