← 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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$18.7M -$1.65M 1 0.09% Reduced
202
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$18.5M -$124K 1 0.85% Reduced
203
INTECH Investment Management
INTECH Investment Management
Florida
$18.4M -$6.63M 1 0.14% Reduced
204
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.3M +$1.55M 3 0.13% Increased
205
Manning & Napier Group
Manning & Napier Group
New York
$18.2M -$532K 1 0.24% Reduced
206
MetLife Investment Management
MetLife Investment Management
New Jersey
$18.1M -$204K 4 0.15% Reduced
207
Amalgamated Bank
Amalgamated Bank
New York
$18.1M -$54.3K 4 0.17% Reduced
208
Renaissance Technologies
Renaissance Technologies
New York
$17.9M -$72.6M 5 0.03% Reduced
209
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.8M -$4.2M 2 0.11% Reduced
210
Pinnacle Associates
Pinnacle Associates
New York
$17.6M +$188K 2 0.4% Increased
211
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$17.3M +$9.79M 1 0.3% Increased
212
Glenmede Trust
Glenmede Trust
Pennsylvania
$17.1M -$395K 3 0.11% Reduced
213
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$17.1M +$520K 5 0.15% Increased
214
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$17M +$186K 6 0.03% Increased
215
HSBC Holdings
HSBC Holdings
United Kingdom
$17M -$5.58M 2 0.03% Reduced
216
BCM
Bornite Capital Management
New York
$16.7M +$17.5M 1 4.72% New
217
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.4M +$1.01M 1 0.59% Increased
218
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.2M -$130K 3 0.17% Reduced
219
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.1M -$867K 1 0.03% Reduced
220
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$16.1M +$9.81M 3 0.45% Increased
221
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$16M +$3.35M 1 0.5% Increased
222
WMC
Westwood Management Corporation
Illinois
$16M -$574K 1 2.1% Reduced
223
Oppenheimer & Co
Oppenheimer & Co
New York
$15.9M +$8.09M 3 0.37% Increased
224
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$15.9M +$1.06M 4 0.3% Increased
225
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$15.7M +$18K 2 0.12% Increased