← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$21.8M +$3.89M 3 0.05% Increased
152
Millennium Management
Millennium Management
New York
$21.7M -$98.7M 5 0.03% Reduced
153
SIC
Schwartz Investment Counsel
Michigan
$21.5M +$1.87M 1 1.32% Increased
154
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$21.4M -$728K 5 0.22% Reduced
155
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.1M -$9.7M 3 0.15% Reduced
156
AIM
Avity Investment Management
Connecticut
$21M -$1.8M 1 2.93% Reduced
157
Wedge Capital Management
Wedge Capital Management
North Carolina
$21M -$4.02M 1 0.26% Reduced
158
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$21M -$1.68M 1 0.21% Reduced
159
AIG
American International Group
New York
$20.9M -$318K 4 0.09% Reduced
160
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.8M -$405K 2 1.2% Reduced
161
MAA
Matrix Asset Advisors
New York
$20.5M +$147K 1 3.8% Increased
162
PTC
Philadelphia Trust Company
Pennsylvania
$20.4M -$2.91M 2 2.17% Reduced
163
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$20.3M +$287K 2 0.15% Increased
164
Comerica Bank
Comerica Bank
Texas
$20.2M +$449K 5 0.17% Increased
165
Ancora Advisors
Ancora Advisors
Ohio
$20.2M -$617K 3 0.97% Reduced
166
Aviva
Aviva
United Kingdom
$20.1M -$3.4M 2 0.15% Reduced
167
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.7M -$929K 2 0.19% Reduced
168
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.1M +$10.9M 1 0.15% Increased
169
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4M -$21.4M 3 0.02% Reduced
170
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$18.3M +$5.85M 1 0.12% Increased
171
Homestead Advisers
Homestead Advisers
Virginia
$18.2M -$12.7M 1 0.35% Reduced
172
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.8M -$1.08M 1 0.04% Reduced
173
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$17.7M +$19.3M 1 0.48% New
174
GIA
Guyasuta Investment Advisors
Pennsylvania
$17.6M -$2.32M 1 2.18% Reduced
175
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$17.6M -$1.98M 3 0.03% Reduced