← 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
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.9M +$569K 1 0.67% Increased
202
Eastern Bank
Eastern Bank
Massachusetts
$26.7M -$130K 1 1.27% Reduced
203
MetLife Investment Management
MetLife Investment Management
New Jersey
$26.7M -$391K 4 0.19% Reduced
204
TPSF
Texas Permanent School Fund
Texas
$26.3M -$72.8K 4 0.24% Reduced
205
BCM
Bornite Capital Management
New York
$26.1M +$440K 1 5.05% Increased
206
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$26M -$37M 4 0.11% Reduced
207
Arizona State Retirement System
Arizona State Retirement System
Arizona
$25.8M +$818K 3 0.21% Increased
208
Pinnacle Associates
Pinnacle Associates
New York
$25.6M -$322K 2 0.44% Reduced
209
KBC Group
KBC Group
Belgium
$24.7M -$957K 5 0.1% Reduced
210
Aberdeen Group
Aberdeen Group
United Kingdom
$24.6M +$759K 1 0.06% Increased
211
Royce & Associates
Royce & Associates
New York
$24.3M -$706K 3 0.24% Reduced
212
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$24.1M -$4.95K 2 0.15% Reduced
213
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$23.7M +$5.56M 2 0.2% Increased
214
DIA
Davidson Investment Advisors
Montana
$23.6M -$129K 1 1.49% Reduced
215
GIP
Granite Investment Partners
California
$23.2M -$490K 1 0.93% Reduced
216
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$22.8M -$1.67M 3 0.15% Reduced
217
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$22.7M +$6.5M 1 0.62% Increased
218
Advisors Capital Management
Advisors Capital Management
New Jersey
$22.5M -$2.46M 1 0.54% Reduced
219
Acadian Asset Management
Acadian Asset Management
Massachusetts
$22.4M -$1.3M 5 0.09% Reduced
220
GGI
Godsey & Gibb Inc
Virginia
$22.2M -$835K 1 2.52% Reduced
221
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$22.1M -$2.6M 1 0.56% Reduced
222
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$21.9M -$41.2K 1 1.01% Reduced
223
HA
Heartland Advisors
Wisconsin
$21.8M -$6.76M 1 1.25% Reduced
224
WMC
Westwood Management Corporation
Illinois
$21.8M +$2.89M 1 2.81% Increased
225
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$21.5M -$2.4M 2 0.42% Reduced