← 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
176
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$20.4M -$20.8M 1 0.07% Reduced
177
ACM
Argent Capital Management
Missouri
$20.2M -$1.16M 1 0.77% Reduced
178
LCS
Levin Capital Strategies
New York
$20.1M +$820K 1 1.98% Increased
179
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$20M +$936K 2 0.13% Increased
180
Wedge Capital Management
Wedge Capital Management
North Carolina
$19.9M -$600K 1 0.23% Reduced
181
DZ Bank
DZ Bank
Germany
$19.4M +$9.32M 2 0.06% Increased
182
HSBC Holdings
HSBC Holdings
United Kingdom
$19.2M -$4.42M 3 0.04% Reduced
183
MPIA
Mountain Pacific Investment Advisers
Idaho
$18.3M +$999K 2 1.65% Increased
184
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$18.2M -$1.89M 1 0.21% Reduced
185
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$17.7M +$16.4M 1 0.77% Increased
186
SG Americas Securities
SG Americas Securities
New York
$17.5M -$40.1M 4 0.12% Reduced
187
Alpha Cubed Investments
Alpha Cubed Investments
California
$17.5M -$476K 1 2.02% Reduced
188
AQR Arbitrage
AQR Arbitrage
Connecticut
$17.4M -$1.78M 1 0.2% Reduced
189
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$17.3M +$3.29M 4 0.24% Increased
190
BB&T Securities
BB&T Securities
Virginia
$17M +$108K 3 0.16% Increased
191
M&T Bank
M&T Bank
New York
$16.9M -$3.82K 3 0.09% Reduced
192
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.9M -$281K 1 1.63% Reduced
193
GD
Grandfield & Dodd
New York
$16.9M +$986K 1 1.67% Increased
194
Swiss Life Asset Management
Swiss Life Asset Management
$16.8M +$1.6M 1 0.2% Increased
195
Guggenheim Capital
Guggenheim Capital
Illinois
$16.7M +$306K 3 0.14% Increased
196
CC
Carlson Capital
Texas
$16.7M +$12.5M 1 0.25% Increased
197
MCIM
Meadow Creek Investment Management
Georgia
$16.6M -$8.26M 2 0.33% Reduced
198
Putnam Investments
Putnam Investments
Massachusetts
$16.5M +$2.34M 2 0.04% Increased
199
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$16.4M -$2.6M 1 0.21% Reduced
200
Aviva
Aviva
United Kingdom
$16.4M +$1.17M 2 0.11% Increased