← 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
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$21.4M +$1.55M 1 0.35% Increased
177
MAI Capital Management
MAI Capital Management
Ohio
$21.1M +$1.25M 1 0.4% Increased
178
HSBC Holdings
HSBC Holdings
United Kingdom
$21.1M -$1.3M 2 0.03% Reduced
179
Bridgewater Associates
Bridgewater Associates
Connecticut
$21M -$4.57M 1 0.09% Reduced
180
SC
Sasco Capital
Connecticut
$21M -$65.5K 1 2.87% Reduced
181
Mercer Global Advisors
Mercer Global Advisors
Colorado
$20.8M +$1.26M 2 0.13% Increased
182
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$20.7M -$6.26M 3 0.12% Reduced
183
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$20.5M -$2.24M 3 0.29% Reduced
184
Allspring Global Investments
Allspring Global Investments
North Carolina
$20.3M -$11.5M 4 0.03% Reduced
185
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.9M -$324K 4 0.05% Reduced
186
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$19.8M +$12.8M 1 0.25% Increased
187
STRS Ohio
STRS Ohio
Ohio
$19.8M +$761K 3 0.09% Increased
188
NIM
Northeast Investment Management
Massachusetts
$19.8M +$343K 1 1.26% Increased
189
DAM
Delta Asset Management
Tennessee
$19.7M -$135K 1 2.22% Reduced
190
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$19.5M -$972K 1 0.49% Reduced
191
Royal London Asset Management
Royal London Asset Management
United Kingdom
$19.2M $0 1 0.09% Maintained
192
AJ
Ashburton (Jersey)
Jersey
$19.1M -$256K 1 9.38% Reduced
193
Eastern Bank
Eastern Bank
Massachusetts
$19M -$212K 1 1.01% Reduced
194
Meyer Handelman Company
Meyer Handelman Company
New York
$19M -$69.9K 1 0.81% Reduced
195
Royce & Associates
Royce & Associates
New York
$18.9M -$845K 4 0.19% Reduced
196
RHBC
R.H. Bluestein & Co
Michigan
$18.8M -$118K 2 1.15% Reduced
197
CT
Cambridge Trust
Massachusetts
$18.4M +$4.11M 3 0.81% Increased
198
GAI
General American Investors
New York
$18.4M $0 1 1.85% Maintained
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$18.2M -$29.6M 4 0.08% Reduced
200
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$18M -$8.73M 3 0.17% Reduced