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 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $85.6M | -$6.12M | 4 | 0.31% | Reduced |
|
| 177 |
Squarepoint
New York
| $84.9M | +$5.82M | 5 | 0.1% | Increased |
|
| 178 |
Asset Management One
Tokyo,
Japan
| $84.2M | +$1.2M | 2 | 0.29% | Increased |
|
| 179 |
XN LP
New York
| $83.4M | +$95.2M | 1 | 3.79% | New |
|
| 180 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $82.9M | +$30.6M | 4 | 0.16% | Increased |
|
| 181 |
Handelsbanken Fonder
Stockholm,
Sweden
| $82.2M | +$7.79M | 3 | 0.34% | Increased |
|
| 182 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| $81.9M | -$19.2M | 1 | 2.1% | Reduced |
|
| 183 |
STRS Ohio
Columbus,
Ohio
| $81.9M | +$9.34M | 5 | 0.34% | Increased |
|
| 184 |
Robeco Schweiz
Zurich,
Switzerland
| $80.8M | +$1.94M | 2 | 1.99% | Increased |
|
| 185 |
Creative Planning
Overland Park,
Kansas
| $80.1M | +$14.2M | 5 | 0.08% | Increased |
|
| 186 |
ECP
Electron Capital Partners
New York
| $80M | -$100M | 1 | 5.25% | Reduced |
|
| 187 |
KLP Kapitalforvaltning
Oslo,
Norway
| $79.6M | +$408K | 6 | 0.39% | Increased |
|
| 188 |
Homestead Advisers
Arlington,
Virginia
| $79.5M | $0 | 1 | 1.95% | Maintained |
|
| 189 |
Axiom Investors
Greenwich,
Connecticut
| $78.1M | -$41.3M | 1 | 0.75% | Reduced |
|
| 190 |
First Manhattan
New York
| $77.3M | +$68M | 3 | 0.23% | Increased |
|
| 191 |
CI Investments Inc
Toronto,
Ontario, Canada
| $77M | -$3.76M | 3 | 0.32% | Reduced |
|
| 192 |
Encompass Capital Advisors
New York
| $77M | +$87.9M | 1 | 2.95% | New |
|
| 193 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| $76.5M | +$4.98M | 5 | 0.29% | Increased |
|
| 194 |
AG
Avala Global
New York
| $75.8M | -$2.09M | 1 | 5.17% | Reduced |
|
| 195 |
Teacher Retirement System of Texas
Austin,
Texas
| $75.6M | +$4.05M | 5 | 0.32% | Increased |
|
| 196 |
Tidal Investments
Milwaukee,
Wisconsin
| $75.4M | +$34.7M | 4 | 0.61% | Increased |
|
| 197 |
TCW Group
Los Angeles,
California
| $75.4M | -$26.4M | 2 | 0.67% | Reduced |
|
| 198 |
WorldQuant Millennium Advisors
New York
| $74.9M | +$35.1M | 2 | 0.47% | Increased |
|
| 199 |
Swiss Life Asset Management
Zurich,
| $74.1M | +$4.81M | 2 | 0.54% | Increased |
|
| 200 |
M&T Bank
Buffalo,
New York
| $74M | -$4.47M | 3 | 0.27% | Reduced |
|