← 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 Wheaton, Illinois	$100M	+$5.47M	5	0.2%	Increased
52	Credit Suisse Zurich, Switzerland	$100M	-$1.97M	4	0.09%	Reduced
53	EIP Easterly Investment Partners Beverly, Massachusetts	$99.9M	+$94.5M	1	2.41%	New
54	Two Sigma Investments New York	$97.7M	-$35.7M	4	0.32%	Reduced
55	Teachers Advisors New York	$96M	+$12.4M	4	0.12%	Increased
56	Macquarie Group Sydney, NSW 2000, Australia	$95.6M	+$20M	3	0.16%	Increased
57	California Public Employees Retirement System Sacramento, California	$94M	-$3.79M	6	0.12%	Reduced
58	Adage Capital Partners Boston, Massachusetts	$93.2M	-$3.84M	1	0.23%	Reduced
59	D.E. Shaw & Co New York	$92.3M	+$4.13M	6	0.12%	Increased
60	AllianceBernstein Nashville, Tennessee	$92.1M	-$5.87M	3	0.06%	Reduced
61	Neuberger Berman Group New York	$90.6M	-$110M	3	0.11%	Reduced
62	PGGM Investments Zeist, Netherlands	$87.5M	$0	1	0.45%	Maintained
63	Silvercrest Asset Management New York	$85.3M	+$869K	2	0.84%	Increased
64	Russell Investments Group London, United Kingdom	$84.8M	-$7.26M	4	0.16%	Reduced
65	Millennium Management New York	$83.1M	+$57.9M	6	0.12%	Increased
66	Hotchkis & Wiley Capital Management Los Angeles, California	$83M	-$885K	1	0.33%	Reduced
67	PNC Financial Services Group Pittsburgh, Pennsylvania	$82.9M	+$4.15M	5	0.08%	Increased
68	USAA United Services Automobile Association San Antonio, Texas	$82.1M	-$374K	2	0.21%	Reduced
69	Barclays London, United Kingdom	$81.4M	-$17.1M	6	0.06%	Reduced
70	RhumbLine Advisers Boston, Massachusetts	$81.2M	-$1.51M	4	0.16%	Reduced
71	Waddell & Reed Financial Overland Park, Kansas	$76.8M	+$589K	1	0.19%	Increased
72	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$72.8M	-$1.42M	4	0.15%	Reduced
73	Regions Financial Corp Birmingham, Alabama	$71.9M	-$1.94M	3	0.83%	Reduced
74	SCCM Schafer Cullen Capital Management New York	$68.8M	+$2.39M	2	1.01%	Increased
75	OppenheimerFunds New York	$68.6M	-$3.67M	4	0.09%	Reduced