← 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
151
Two Sigma Advisers
Two Sigma Advisers
New York
$19.7M -$1.13M 3 0.06% Reduced
152
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$19.6M -$109K 1 0.71% Reduced
153
Comerica Bank
Comerica Bank
Texas
$19.2M -$290K 4 0.14% Reduced
154
Capital International
Capital International
California
$19.1M -$5.53M 1 1.26% Reduced
155
ACI
AMP Capital Investors
Australia
$19M +$386K 1 0.11% Increased
156
SCP
Sandhill Capital Partners
New York
$18.9M -$29.9K 2 3.68% Reduced
157
STCG
Speece Thorson Capital Group
Minnesota
$18.7M +$1.26M 1 3.9% Increased
158
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18.7M -$67.5M 3 0.05% Reduced
159
Marshall Wace North America
Marshall Wace North America
New York
$18.4M +$14.5M 1 0.12% Increased
160
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$18.1M +$1.38M 4 0.17% Increased
161
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$17.8M +$244K 2 0.13% Increased
162
Jane Street
Jane Street
New York
$17.3M +$15.7M 1 0.06% Increased
163
AIG
American International Group
New York
$17.3M -$110K 3 0.06% Reduced
164
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$17.3M +$52.8K 1 0.63% Increased
165
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$17.3M -$121K 1 0.57% Reduced
166
DF
Donoghue Forlines
Massachusetts
$17.2M +$1.07M 1 1.81% Increased
167
Churchill Management
Churchill Management
California
$17.1M -$3.37M 1 0.42% Reduced
168
GD
Grandfield & Dodd
New York
$16.8M +$650K 1 1.89% Increased
169
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$16.6M +$1.38M 2 0.14% Increased
170
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$16.6M -$81.4K 1 0.09% Reduced
171
TU
TDAM USA
Ontario, Canada
$16.1M -$716K 2 0.95% Reduced
172
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$15.6M -$81.1K 1 1.75% Reduced
173
BB&T Securities
BB&T Securities
Virginia
$15.6M +$154K 1 0.21% Increased
174
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.3M $0 2 0.31% Maintained
175
PIA
Piedmont Investment Advisors
North Carolina
$15.1M -$385K 2 0.32% Reduced