← 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
Squarepoint
Squarepoint
New York
$17.8M +$15.9M 4 0.16% Increased
177
Capital International Investors
Capital International Investors
California
$17.6M -$126M 1 0.01% Reduced
178
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$17.5M +$360K 4 0.23% Increased
179
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$17.4M +$1.04M 1 0.23% Increased
180
GD
Grandfield & Dodd
New York
$16.9M +$374K 1 1.67% Increased
181
SG Americas Securities
SG Americas Securities
New York
$16.9M -$374K 4 0.14% Reduced
182
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$16.9M +$1.04M 1 0.87% Increased
183
ProShare Advisors
ProShare Advisors
Maryland
$16.9M +$2.66M 2 0.09% Increased
184
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.5M -$291K 1 1.61% Reduced
185
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.5M -$16.4M 5 0.03% Reduced
186
Whittier Trust
Whittier Trust
California
$16.4M +$356K 4 0.47% Increased
187
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$16.3M -$7.2M 2 0.15% Reduced
188
Guggenheim Capital
Guggenheim Capital
Illinois
$16.2M -$426K 3 0.13% Reduced
189
Ancora Advisors
Ancora Advisors
Ohio
$16.2M -$2.42M 3 0.71% Reduced
190
M&T Bank
M&T Bank
New York
$16.2M -$580K 3 0.08% Reduced
191
Suntrust Banks
Suntrust Banks
Georgia
$16.1M +$534K 1 0.08% Increased
192
Wedge Capital Management
Wedge Capital Management
North Carolina
$15.8M -$3.8M 1 0.18% Reduced
193
AQR Arbitrage
AQR Arbitrage
Connecticut
$15.7M +$298K 1 0.23% Increased
194
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$15.4M -$13.9K 1 0.49% Reduced
195
MPIA
Mountain Pacific Investment Advisers
Idaho
$15.2M -$1.06M 2 1.37% Reduced
196
GGI
Godsey & Gibb Inc
Virginia
$15.2M +$182K 1 2.32% Increased
197
Foresters Investment Management
Foresters Investment Management
New York
$15.1M -$7.99M 1 0.3% Reduced
198
STCG
Speece Thorson Capital Group
Minnesota
$15.1M -$343K 1 4.02% Reduced
199
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$15M -$99.7K 4 0.13% Reduced
200
Winton Group
Winton Group
United Kingdom
$15M +$9.63M 2 0.18% Increased