← 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
Manning & Napier Group
Manning & Napier Group
New York
$17.6M -$3.84M 1 0.2% Reduced
202
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$17.5M -$250K 1 0.77% Reduced
203
MetLife Investment Management
MetLife Investment Management
New Jersey
$17.5M -$203K 4 0.14% Reduced
204
Amalgamated Bank
Amalgamated Bank
New York
$17.4M +$613K 4 0.16% Increased
205
Folketrygdfondet
Folketrygdfondet
Norway
$17.2M +$18.6M 1 0.36% Increased
206
Two Sigma Advisers
Two Sigma Advisers
New York
$17.2M -$5.65M 6 0.05% Reduced
207
EIP
Easterly Investment Partners
Massachusetts
$17.2M -$4.99M 2 1.53% Reduced
208
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$17.2M +$2.2M 1 0.78% Increased
209
DP
DDD Partners
Washington
$17M +$201K 1 2.95% Increased
210
Pinnacle Associates
Pinnacle Associates
New York
$16.6M +$2.76M 2 0.36% Increased
211
Glenmede Trust
Glenmede Trust
Pennsylvania
$16.6M +$151K 3 0.1% Increased
212
Guggenheim Capital
Guggenheim Capital
Illinois
$16.2M -$6.47M 5 0.13% Reduced
213
Twin Tree Management
Twin Tree Management
Texas
$16.1M +$17.1M 3 0.03% Increased
214
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16M -$6.91M 6 0.03% Reduced
215
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16M +$3.61M 1 0.03% Increased
216
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$16M -$4.4M 2 0.11% Reduced
217
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$15.7M -$406K 5 0.14% Reduced
218
WMC
Westwood Management Corporation
Illinois
$15.6M +$224K 1 1.96% Increased
219
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.5M -$9.86K 3 0.15% Reduced
220
ProShare Advisors
ProShare Advisors
Maryland
$15M -$3.74M 3 0.05% Reduced
221
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$14.9M +$966K 2 0.1% Increased
222
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.6M +$997K 1 0.52% Increased
223
Advisors Capital Management
Advisors Capital Management
New Jersey
$14.5M -$19.9M 1 0.44% Reduced
224
Comerica Bank
Comerica Bank
Texas
$14.3M -$609K 4 0.12% Reduced
225
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$14.1M +$138K 4 0.26% Increased