← 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
126	SG Swarthmore Group Philadelphia, Pennsylvania	$28.8M	+$27.6M	1	3.65%	New
127	Renaissance Technologies New York	$28.5M	+$28.8M	4	0.07%	New
128	Millennium Management New York	$28.5M	+$27.3M	4	0.09%	New
129	Alyeska Investment Group Chicago, Illinois	$28.3M	+$27.1M	1	1.39%	New
130	Wedge Capital Management Charlotte, North Carolina	$28.2M	+$28M	1	0.34%	New
131	Bowen Hanes & Co Ponte Vedra Beach, Florida	$28M	+$28.6M	1	1.5%	New
132	Citigroup New York	$27.5M	+$26.5M	5	0.03%	New
133	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$27M	+$25.9M	1	0.08%	New
134	VOYA Investment Management Atlanta, Georgia	$26.9M	+$26.2M	4	0.07%	New
135	Capital International Sarl Los Angeles, California	$26.9M	+$25.7M	1	1.89%	New
136	Waddell & Reed Financial Overland Park, Kansas	$26.8M	+$25.7M	2	0.06%	New
137	Barclays London, United Kingdom	$26.5M	+$25.5M	5	0.03%	New
138	Public Employees Retirement Association of Colorado Denver, Colorado	$26.4M	+$25.3M	4	0.25%	New
139	Retirement Systems of Alabama Montgomery, Alabama	$26M	+$24.9M	1	0.17%	New
140	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$25.5M	+$26M	2	0.8%	New
141	SAC Capital Advisors Stamford, Connecticut	$25.3M	+$24.2M	1	0.14%	New
142	Davenport & Co Richmond, Virginia	$25M	+$24M	1	0.55%	New
143	SM Seminole Management New York	$25M	+$23.9M	1	1.41%	New
144	Klingenstein Fields & Co New York	$24.8M	+$25.4M	1	0.89%	New
145	Northern Trust Company of Connecticut Stamford, Connecticut	$24.4M	+$23.8M	3	0.17%	New
146	Pinnacle Associates New York	$24.3M	+$23.5M	2	0.55%	New
147	Eagle Asset Management St Petersburg, Florida	$24.1M	+$23.1M	1	0.16%	New
148	STRS Ohio Columbus, Ohio	$24.1M	+$23.1M	2	0.1%	New
149	Chevy Chase Trust Bethesda, Maryland	$23.7M	+$22.8M	2	0.21%	New
150	BCM Beddow Capital Management Jackson, Wyoming	$22.5M	+$22.4M	2	7.3%	New