← 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
101
Aperio Group
Aperio Group
California
$40.3M +$2.6M 3 0.28% Increased
102
LM
Luminus Management
Texas
$39.8M -$12.7M 1 1.03% Reduced
103
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$39.7M +$3.78M 2 0.3% Increased
104
Renaissance Technologies
Renaissance Technologies
New York
$38.3M +$4.77M 5 0.05% Increased
105
Davis Selected Advisers
Davis Selected Advisers
Arizona
$38M -$3.33M 1 0.16% Reduced
106
Calamos Advisors
Calamos Advisors
Illinois
$36.3M -$5.92M 1 0.29% Reduced
107
Natixis Advisors
Natixis Advisors
Massachusetts
$36.3M +$2.58M 2 0.4% Increased
108
Korea Investment Corp
Korea Investment Corp
South Korea
$36M -$18.6M 1 0.18% Reduced
109
Davenport & Co
Davenport & Co
Virginia
$36M -$7.1K 1 0.51% Reduced
110
JCM
Janney Capital Management
Pennsylvania
$35.4M -$1.4M 1 1.63% Reduced
111
Citadel Advisors
Citadel Advisors
Florida
$34.9M +$20.1M 5 0.03% Increased
112
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$34.9M +$639K 1 0.8% Increased
113
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$33.3M +$20.6M 4 0.09% Increased
114
Nuveen
Nuveen
North Carolina
$32.6M -$4.12M 2 0.19% Reduced
115
KeyBank National Association
KeyBank National Association
Ohio
$32.6M -$371K 3 0.2% Reduced
116
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$32.1M -$3.12M 1 0.66% Reduced
117
PointState Capital
PointState Capital
New York
$32.1M +$30.7M 1 0.33% New
118
US Bancorp
US Bancorp
Minnesota
$31.9M +$667K 5 0.11% Increased
119
Credit Agricole
Credit Agricole
France
$31.2M -$29.4M 2 0.1% Reduced
120
South Texas Money Management
South Texas Money Management
Texas
$30.3M -$65.1K 1 1.52% Reduced
121
PIA
Piedmont Investment Advisors
North Carolina
$29.3M -$7.26M 1 0.61% Reduced
122
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29.2M +$733K 1 0.14% Increased
123
TD Asset Management
TD Asset Management
Ontario, Canada
$28.9M +$13.4K 1 0.05% Increased
124
Causeway Capital Management
Causeway Capital Management
California
$28.7M +$1.12M 1 0.39% Increased
125
Victory Capital Management
Victory Capital Management
Texas
$28.5M +$6.17M 2 0.07% Increased