← 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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$51.9M -$4.12M 6 0.04% Reduced
127
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$51.4M +$49.3M 1 0.67% New
128
KeyBank National Association
KeyBank National Association
Ohio
$51.4M +$934K 2 0.21% Increased
129
Point72 Asset Management
Point72 Asset Management
Connecticut
$51.2M +$27.7M 3 0.2% Increased
130
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$51.1M +$562K 1 0.31% Increased
131
Trillium Asset Management
Trillium Asset Management
Massachusetts
$50.4M +$830K 1 1.18% Increased
132
Axa
Axa
France
$49.9M -$3.3M 1 0.13% Reduced
133
OP
Oslo Pensjonsforsikring
$49.4M $0 1 5.98% Maintained
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.8M -$1.59M 3 0.16% Reduced
135
HighTower Advisors
HighTower Advisors
Illinois
$47.2M +$7.68M 4 0.1% Increased
136
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$46.7M +$44.6M 1 0.45% Increased
137
LPL Financial
LPL Financial
California
$45.9M +$4.19M 3 0.04% Increased
138
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$45.6M -$804K 3 0.13% Reduced
139
M&T Bank
M&T Bank
New York
$43.6M +$122K 3 0.18% Increased
140
GF
Greenhouse Funds
Maryland
$43.2M +$7.55M 1 4.04% Increased
141
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$43.2M +$23.4M 1 0.14% Increased
142
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$43M -$4.7M 3 0.82% Reduced
143
Gabelli Funds
Gabelli Funds
New York
$42.6M +$370K 4 0.27% Increased
144
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$42.2M -$51.7K 2 0.17% Reduced
145
Chevy Chase Trust
Chevy Chase Trust
Maryland
$41.7M -$969K 1 0.13% Reduced
146
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.3M -$39.4M 3 0.14% Reduced
147
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$40.9M +$3.36M 2 0.73% Increased
148
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$40.9M -$47.3M 1 0.09% Reduced
149
Whittier Trust
Whittier Trust
California
$40.2M +$692K 4 0.65% Increased
150
IP
Interval Partners
New York
$40M -$10.4M 2 1.71% Reduced