← 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
SEI Investments
SEI Investments
Pennsylvania
$25.9M -$6.28M 5 0.05% Reduced
202
Meyer Handelman Company
Meyer Handelman Company
New York
$25.8M +$943K 1 0.96% Increased
203
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$25.4M +$10.9M 3 0.11% Increased
204
GAI
General American Investors
New York
$25.3M $0 1 1.98% Maintained
205
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$25.2M +$3.91M 1 0.32% Increased
206
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.2M -$573K 1 0.09% Reduced
207
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$25.1M +$55.9K 1 0.92% Increased
208
ProShare Advisors
ProShare Advisors
Maryland
$24.9M +$3.16M 3 0.05% Increased
209
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.4M +$897K 2 0.15% Increased
210
RHBC
R.H. Bluestein & Co
Michigan
$23.5M +$21.6M 3 0.84% Increased
211
HSBC Holdings
HSBC Holdings
United Kingdom
$23.4M -$2.33M 3 0.02% Reduced
212
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$23.2M +$2.09M 1 0.68% Increased
213
EIP
Easterly Investment Partners
Massachusetts
$22.7M -$6.19M 2 1.66% Reduced
214
DP
DDD Partners
Washington
$22.6M +$340K 1 3.1% Increased
215
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$22.1M -$6.74M 3 0% Reduced
216
Moore Capital Management
Moore Capital Management
New York
$21.8M -$10.4M 2 0.43% Reduced
217
WMC
Westwood Management Corporation
Illinois
$21.8M +$10.4M 1 1.67% Increased
218
Aviva
Aviva
United Kingdom
$21.8M +$694K 1 0.09% Increased
219
Glenmede Trust
Glenmede Trust
Pennsylvania
$21.6M -$511K 3 0.1% Reduced
220
Arizona State Retirement System
Arizona State Retirement System
Arizona
$20.9M -$345K 3 0.16% Reduced
221
Swiss Life Asset Management
Swiss Life Asset Management
$20.8M -$1.52M 1 0.27% Reduced
222
Two Sigma Advisers
Two Sigma Advisers
New York
$20.4M -$9.16M 4 0.05% Reduced
223
Pinnacle Associates
Pinnacle Associates
New York
$20.2M +$833K 3 0.35% Increased
224
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$19.7M -$2.5M 4 0.15% Reduced
225
USS Investment Management
USS Investment Management
United Kingdom
$19.7M $0 1 0.15% Maintained