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 |
Aberdeen Group
Edinburgh,
United Kingdom
| $98.5M | +$285K | 2 | 0.18% | Increased |
|
| 177 |
Wasatch Advisors
Salt Lake City,
Utah
| $98.1M | +$12.4M | 1 | 0.49% | Increased |
|
| 178 |
Asset Management One
Tokyo,
Japan
| $97.8M | +$1.24M | 2 | 0.34% | Increased |
|
| 179 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| $97.7M | -$57.8M | 3 | 0.68% | Reduced |
|
| 180 |
Homestead Advisers
Arlington,
Virginia
| $97.1M | -$2.32M | 1 | 2.34% | Reduced |
|
| 181 |
M&T Bank
Buffalo,
New York
| $96.1M | -$3.23M | 3 | 0.32% | Reduced |
|
| 182 |
Squarepoint
New York
| $94.2M | +$17.6M | 5 | 0.09% | Increased |
|
| 183 |
Bridgewater Associates
Westport,
Connecticut
| $93M | +$77.1M | 2 | 0.43% | Increased |
|
| 184 |
KLP Kapitalforvaltning
Oslo,
Norway
| $91.4M | +$92.4M | 6 | 0.43% | New |
|
| 185 |
Nissay Asset Management
Tokyo,
Japan
| $91.1M | +$10.7M | 2 | 0.56% | Increased |
|
| 186 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $90.1M | +$1.07M | 5 | 0.36% | Increased |
|
| 187 |
Gabelli Funds
Rye,
New York
| $88.9M | -$2.02M | 4 | 0.67% | Reduced |
|
| 188 |
CI Investments Inc
Toronto,
Ontario, Canada
| $88.6M | -$27.6M | 3 | 0.33% | Reduced |
|
| 189 |
Handelsbanken Fonder
Stockholm,
Sweden
| $88.3M | +$20.3M | 3 | 0.34% | Increased |
|
| 190 |
Danica Pension Livsforsikrings
Copenhagen V,
| $88.1M | +$4.13M | 1 | 1.65% | Increased |
|
| 191 |
Nisa Investment Advisors
St. Louis,
Missouri
| $87.8M | +$25.5M | 6 | 0.34% | Increased |
|
| 192 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $87.5M | +$77.7M | 2 | 1.03% | Increased |
|
| 193 |
D.E. Shaw & Co
New York
| $86.3M | -$99.8M | 5 | 0.06% | Reduced |
|
| 194 |
KeyBank National Association
Cleveland,
Ohio
| $85.9M | -$1.06M | 3 | 0.33% | Reduced |
|
| 195 |
CIBC World Markets
New York
| $85.3M | +$52.6M | 3 | 0.5% | Increased |
|
| 196 |
STRS Ohio
Columbus,
Ohio
| $85.2M | +$436K | 6 | 0.34% | Increased |
|
| 197 |
Whittier Trust
South Pasadena,
California
| $84.9M | +$367K | 4 | 1.12% | Increased |
|
| 198 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| $84.1M | -$4.08M | 5 | 0.31% | Reduced |
|
| 199 |
Teacher Retirement System of Texas
Austin,
Texas
| $83.6M | -$33.1M | 5 | 0.3% | Reduced |
|
| 200 |
AG
Avala Global
New York
| $83.6M | -$2.03M | 1 | 5.21% | Reduced |
|