← 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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$232M +$2.98M 4 0.29% Increased
127
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$232M -$8.03M 5 0.55% Reduced
128
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$230M +$10.5M 7 0.03% Increased
129
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$224M +$84.4M 5 0.18% Increased
130
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$222M -$17.8M 2 0.4% Reduced
131
Credit Agricole
Credit Agricole
France
$222M +$216M 4 0.59% New
132
US Bancorp
US Bancorp
Minnesota
$222M +$8.39M 5 0.26% Increased
133
D.E. Shaw & Co
D.E. Shaw & Co
New York
$217M +$16.9M 5 0.12% Increased
134
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$216M -$14.6M 3 2.03% Reduced
135
Tredje AP-fonden
Tredje AP-fonden
Sweden
$214M -$22.8M 1 1.72% Reduced
136
Voloridge Investment Management
Voloridge Investment Management
Florida
$209M +$88M 3 0.7% Increased
137
Artemis Investment Management
Artemis Investment Management
United Kingdom
$209M +$57.4M 3 2.6% Increased
138
Allspring Global Investments
Allspring Global Investments
North Carolina
$209M +$7.24M 6 0.33% Increased
139
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$209M +$36.3M 2 4.33% Increased
140
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$208M -$3.69M 3 1.88% Reduced
141
National Bank of Canada
National Bank of Canada
Quebec, Canada
$205M +$14.4M 6 0.2% Increased
142
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$204M +$69.5M 1 0.88% Increased
143
Osaic Holdings
Osaic Holdings
Arizona
$201M +$78.1M 7 0.28% Increased
144
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$201M +$5.81M 3 2.3% Increased
145
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$201M -$284M 4 0.21% Reduced
146
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$200M -$2.77M 3 0.56% Reduced
147
Tidal Investments
Tidal Investments
Wisconsin
$197M +$66.5M 5 0.39% Increased
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$193M +$206K 6 0.44% Increased
149
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$189M +$31.3K 3 1.19% Increased
150
Royal London Asset Management
Royal London Asset Management
United Kingdom
$188M +$16.1M 2 0.4% Increased