← 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
SIM
Sadoff Investment Management
Wisconsin
$28.1M -$292K 1 1.9% Reduced
177
Moore Capital Management
Moore Capital Management
New York
$28M +$13.6M 2 0.43% Increased
178
SEI Investments
SEI Investments
Pennsylvania
$27.9M -$8.89M 5 0.06% Reduced
179
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$27.2M +$291K 2 0.16% Increased
180
Aberdeen Group
Aberdeen Group
United Kingdom
$27.1M -$7.19M 1 0.06% Reduced
181
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$26M -$13.8M 4 0% Reduced
182
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$26M +$3.82M 3 0.05% Increased
183
R.M. Davis Inc
R.M. Davis Inc
Maine
$26M +$2.41M 1 0.64% Increased
184
Two Sigma Advisers
Two Sigma Advisers
New York
$25.9M +$2.7M 5 0.07% Increased
185
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$25.4M $0 1 0.39% Maintained
186
Eventide Asset Management
Eventide Asset Management
Massachusetts
$25M +$6.85M 1 0.33% Increased
187
EIP
Easterly Investment Partners
Massachusetts
$24.9M +$6.76M 2 1.69% Increased
188
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$24.9M +$24.5M 2 0.31% Increased
189
Guggenheim Capital
Guggenheim Capital
Illinois
$24.8M -$1.27M 4 0.15% Reduced
190
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$24.8M -$575K 1 0.74% Reduced
191
Osaic Holdings
Osaic Holdings
Arizona
$24.7M +$1.87M 7 0.05% Increased
192
Braun Stacey Associates
Braun Stacey Associates
New York
$24.6M -$1.03M 1 0.99% Reduced
193
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.1M -$355K 3 0.06% Reduced
194
Panagora Asset Management
Panagora Asset Management
Massachusetts
$24M -$762K 4 0.13% Reduced
195
AJ
Ashburton (Jersey)
Jersey
$23.7M -$457K 1 10.48% Reduced
196
Eastern Bank
Eastern Bank
Massachusetts
$23.7M +$105K 1 1.14% Increased
197
DAM
Delta Asset Management
Tennessee
$23.3M +$189K 2 2.25% Increased
198
NIM
Northeast Investment Management
Massachusetts
$23.3M +$638K 1 1.24% Increased
199
STRS Ohio
STRS Ohio
Ohio
$23.2M -$2.97M 4 0.09% Reduced
200
HSBC Holdings
HSBC Holdings
United Kingdom
$22.8M -$7.18M 3 0.02% Reduced