← 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
Renaissance Technologies
Renaissance Technologies
New York
$31.7M -$15.7M 2 0.07% Reduced
127
Comerica Bank
Comerica Bank
Texas
$31.3M +$15.7M 4 0.13% Increased
128
Davenport & Co
Davenport & Co
Virginia
$31.2M +$571K 1 0.48% Increased
129
Capital International
Capital International
California
$30.9M $0 2 1.82% Maintained
130
Nuveen
Nuveen
North Carolina
$30.1M -$578K 1 0.16% Reduced
131
Trillium Asset Management
Trillium Asset Management
Massachusetts
$29.5M +$5.08M 2 1.89% Increased
132
GC
GMT Capital
Georgia
$28.6M -$6.4M 2 0.75% Reduced
133
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$28.3M -$161K 1 0.24% Reduced
134
Millennium Management
Millennium Management
New York
$28.2M +$13.9M 3 0.05% Increased
135
Gabelli Funds
Gabelli Funds
New York
$28M -$812K 3 0.15% Reduced
136
CRCP
Copper Rock Capital Partners
Massachusetts
$27.8M +$3.58M 1 2.06% Increased
137
MAA
Matrix Asset Advisors
New York
$27.4M -$2.31M 1 3.44% Reduced
138
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27.3M -$8.88M 2 0.15% Reduced
139
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$26.7M -$396K 1 0.72% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$26.2M -$206K 2 0.16% Reduced
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.9M -$509K 1 0.14% Reduced
142
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$25.3M +$375K 1 0.94% Increased
143
William Blair & Company
William Blair & Company
Illinois
$25.1M +$6.74M 3 0.04% Increased
144
Barclays
Barclays
United Kingdom
$25M -$2.7M 5 0.03% Reduced
145
Aperio Group
Aperio Group
California
$24.7M +$4.9M 3 0.26% Increased
146
Nomura Asset Management
Nomura Asset Management
Japan
$24.2M -$3.74M 1 0.45% Reduced
147
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$24.2M -$520K 1 0.2% Reduced
148
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$24.2M +$299K 1 1% Increased
149
ALPS Advisors
ALPS Advisors
Colorado
$24M -$429K 2 0.2% Reduced
150
Credit Agricole
Credit Agricole
France
$23.9M -$291K 2 0.11% Reduced