← 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.1M +$23.7M 5 0.09% Increased
177
Two Sigma Advisers
Two Sigma Advisers
New York
$25.9M +$7.92M 5 0.07% Increased
178
Jane Street
Jane Street
New York
$25.7M +$11.5M 3 0.01% Increased
179
Manning & Napier Group
Manning & Napier Group
New York
$25.4M -$1.93M 1 0.24% Reduced
180
Nomura Asset Management
Nomura Asset Management
Japan
$24.9M -$8.18M 2 0.14% Reduced
181
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$24.5M -$4.31M 1 0.52% Reduced
182
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.3M +$574K 3 0.06% Increased
183
EIP
Easterly Investment Partners
Massachusetts
$24.3M +$3.54M 2 1.84% Increased
184
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$24.1M +$2.03M 1 0.34% Increased
185
SEI Investments
SEI Investments
Pennsylvania
$24.1M +$791K 5 0.05% Increased
186
MAI Capital Management
MAI Capital Management
Ohio
$24.1M +$595K 1 0.41% Increased
187
Meag Munich Ergo
Meag Munich Ergo
Germany
$24M $0 1 1.73% Maintained
188
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$23.9M +$1.6M 3 0.12% Increased
189
AJ
Ashburton (Jersey)
Jersey
$23.9M -$290K 1 9.52% Reduced
190
DAM
Delta Asset Management
Tennessee
$23.8M +$142K 1 2.3% Increased
191
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.7M +$2.49M 2 0.14% Increased
192
NIM
Northeast Investment Management
Massachusetts
$23.5M +$436K 1 1.24% Increased
193
SC
Sasco Capital
Connecticut
$23.3M -$4.82M 1 2.9% Reduced
194
Eastern Bank
Eastern Bank
Massachusetts
$23.1M -$1.81M 1 1.07% Reduced
195
Royal London Asset Management
Royal London Asset Management
United Kingdom
$23.1M +$994K 1 0.09% Increased
196
Meyer Handelman Company
Meyer Handelman Company
New York
$23M +$291K 1 0.88% Increased
197
STRS Ohio
STRS Ohio
Ohio
$22.8M -$240K 4 0.08% Reduced
198
RHBC
R.H. Bluestein & Co
Michigan
$22.7M +$2.16M 3 0.95% Increased
199
Royce & Associates
Royce & Associates
New York
$22.7M -$4.26M 3 0.19% Reduced
200
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$22.5M +$5.39M 3 0.28% Increased