← 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
STRS Ohio
STRS Ohio
Ohio
$25.8M +$307K 5 0.09% Increased
177
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$25.7M +$4.92M 5 0.14% Increased
178
Advisors Capital Management
Advisors Capital Management
New Jersey
$25.6M +$14.6M 1 0.81% Increased
179
Braun Stacey Associates
Braun Stacey Associates
New York
$25.4M -$218K 1 0.99% Reduced
180
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$25.3M -$3.32M 5 0.46% Reduced
181
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$25.2M +$2.88M 1 0.37% Increased
182
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$25.1M -$5.13M 1 0.75% Reduced
183
Comerica Bank
Comerica Bank
Texas
$24.9M -$495K 5 0.15% Reduced
184
Panagora Asset Management
Panagora Asset Management
Massachusetts
$24.8M -$247K 4 0.13% Reduced
185
Scout Investments
Scout Investments
Missouri
$24.7M +$1.51M 2 0.37% Increased
186
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.3M +$449K 3 0.06% Increased
187
AJ
Ashburton (Jersey)
Jersey
$24M +$4.43M 1 10.1% Increased
188
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.7M +$16.6M 2 0.11% Increased
189
R.M. Davis Inc
R.M. Davis Inc
Maine
$23.6M +$4.99M 1 0.59% Increased
190
Eastern Bank
Eastern Bank
Massachusetts
$23.4M +$204K 1 1.15% Increased
191
Renaissance Technologies
Renaissance Technologies
New York
$23.2M -$10.5M 5 0.03% Reduced
192
NIM
Northeast Investment Management
Massachusetts
$23.1M +$1.62M 1 1.25% Increased
193
DAM
Delta Asset Management
Tennessee
$22.9M -$5.91K 1 2.2% Reduced
194
Osaic Holdings
Osaic Holdings
Arizona
$22.9M +$1.54M 7 0.05% Increased
195
Two Sigma Advisers
Two Sigma Advisers
New York
$22.7M -$6.2M 6 0.06% Reduced
196
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$22.5M -$198K 1 0.57% Reduced
197
GF
Greenhouse Funds
Maryland
$22.3M +$9.28M 1 1.95% Increased
198
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$22.2M +$1.88M 1 0.01% Increased
199
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$22.1M -$9.99M 3 0.04% Reduced
200
Meyer Handelman Company
Meyer Handelman Company
New York
$21.8M -$101K 1 0.86% Reduced