← 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
PR
Payden & Rygel
California
$23.5M $0 1 1.39% Maintained
202
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$23.5M +$5.61M 5 0.14% Increased
203
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$23.2M -$604K 1 0.61% Reduced
204
Manning & Napier Group
Manning & Napier Group
New York
$23M +$8.32K 1 0.27% Increased
205
MetLife Investment Management
MetLife Investment Management
New Jersey
$23M -$320K 4 0.17% Reduced
206
Eastern Bank
Eastern Bank
Massachusetts
$22.8M -$2.74M 1 1.15% Reduced
207
Man Group
Man Group
United Kingdom
$22.8M -$39.8M 0 – Closed
208
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$22.8M +$1.06M 3 0.54% Increased
209
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.3M +$626K 1 0.6% Increased
210
INTECH Investment Management
INTECH Investment Management
Florida
$22.3M +$2.54M 1 0.18% Increased
211
TPSF
Texas Permanent School Fund
Texas
$22.3M +$6.36M 4 0.22% Increased
212
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$22.2M +$109K 5 0.17% Increased
213
Pinnacle Associates
Pinnacle Associates
New York
$22.1M +$341K 2 0.45% Increased
214
BCM
Bornite Capital Management
New York
$21.8M +$8.74M 1 7.41% Increased
215
KBC Group
KBC Group
Belgium
$21.7M -$3.97M 5 0.09% Reduced
216
Advisors Capital Management
Advisors Capital Management
New Jersey
$21.6M +$427K 1 0.56% Increased
217
Voloridge Investment Management
Voloridge Investment Management
Florida
$21.4M -$8.41M 3 0.11% Reduced
218
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.4M -$15.5M 5 0.02% Reduced
219
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$21.3M +$595K 1 0.57% Increased
220
Glenmede Trust
Glenmede Trust
Pennsylvania
$21.2M +$35.4K 3 0.12% Increased
221
Oppenheimer & Co
Oppenheimer & Co
New York
$21.2M -$10.7K 3 0.45% Reduced
222
Arizona State Retirement System
Arizona State Retirement System
Arizona
$21.1M +$75.9K 3 0.19% Increased
223
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$21.1M -$3.27M 1 1.09% Reduced
224
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$21.1M -$28.1K 2 0.42% Reduced
225
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$21M +$2.72M 3 0.14% Increased