← 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
201
MAI Capital Management
MAI Capital Management
Ohio
$22.3M +$1.19M 1 0.43% Increased
202
Royal London Asset Management
Royal London Asset Management
United Kingdom
$22.3M +$856K 1 0.09% Increased
203
GAI
General American Investors
New York
$21.8M $0 1 1.85% Maintained
204
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$21.7M +$2.94M 1 0.01% Increased
205
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$21.7M -$174K 1 0.86% Reduced
206
Meyer Handelman Company
Meyer Handelman Company
New York
$21.5M -$591K 1 0.88% Reduced
207
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$21.4M +$13.7M 3 0.29% Increased
208
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$20.9M +$20.7M 2 0.64% Increased
209
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.8M +$847K 5 0.13% Increased
210
Mercer Global Advisors
Mercer Global Advisors
Colorado
$20.3M +$926K 2 0.14% Increased
211
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$19.9M -$21.2M 1 0.2% Reduced
212
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$19.8M +$604K 4 0.23% Increased
213
SAM
Scopus Asset Management
New York
$19.6M -$10.1M 2 0.33% Reduced
214
Renaissance Technologies
Renaissance Technologies
New York
$19.5M +$322K 5 0.03% Increased
215
Swiss Life Asset Management
Swiss Life Asset Management
$19.3M -$2.14M 1 0.27% Reduced
216
DP
DDD Partners
Washington
$19.2M +$245K 1 2.87% Increased
217
Glenmede Trust
Glenmede Trust
Pennsylvania
$19.1M +$596K 3 0.1% Increased
218
ProShare Advisors
ProShare Advisors
Maryland
$19M -$856K 3 0.05% Reduced
219
Comerica Bank
Comerica Bank
Texas
$18.9M -$5.5M 5 0.11% Reduced
220
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18.4M -$69K 3 0.15% Reduced
221
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$18.3M +$5.73M 1 0.26% Increased
222
Aviva
Aviva
United Kingdom
$18.2M -$1.58M 1 0.08% Reduced
223
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.1M -$5.62M 1 0.08% Reduced
224
HA
Heartland Advisors
Wisconsin
$18M -$1.02M 2 1.08% Reduced
225
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$17.9M +$10.2M 1 0.56% Increased