← 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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$29.8M -$4.93M 1 0.15% Reduced
202
Amalgamated Bank
Amalgamated Bank
New York
$29.1M -$321K 4 0.25% Reduced
203
Meyer Handelman Company
Meyer Handelman Company
New York
$29.1M -$6.9K 1 1.17% Reduced
204
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$29M +$78.5K 1 1.12% Increased
205
STRS Ohio
STRS Ohio
Ohio
$28.7M -$2.33M 4 0.13% Reduced
206
Allianz Asset Management
Allianz Asset Management
Germany
$28.5M -$24.6M 2 0.05% Reduced
207
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$28.4M +$4.17M 3 0.22% Increased
208
Eastern Bank
Eastern Bank
Massachusetts
$28.1M -$145K 1 1.4% Reduced
209
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$27.7M +$21.7M 4 0.28% Increased
210
MetLife Investment Management
MetLife Investment Management
New Jersey
$27.4M -$767K 4 0.21% Reduced
211
Arizona State Retirement System
Arizona State Retirement System
Arizona
$27.3M +$37.3K 4 0.23% Increased
212
TPSF
Texas Permanent School Fund
Texas
$27.2M -$603K 4 0.26% Reduced
213
NIM
Northeast Investment Management
Massachusetts
$27.1M +$927K 1 1.59% Increased
214
Pinnacle Associates
Pinnacle Associates
New York
$27M -$130K 2 0.5% Reduced
215
PointState Capital
PointState Capital
New York
$26.7M +$13M 1 0.46% Increased
216
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$26.6M -$3.78M 4 0.27% Reduced
217
Congress Wealth Management
Congress Wealth Management
Massachusetts
$26.4M +$11.9M 2 0.55% Increased
218
MAI Capital Management
MAI Capital Management
Ohio
$26M -$11.7M 2 0.39% Reduced
219
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.8M -$2.71M 1 0.67% Reduced
220
Saturna Capital
Saturna Capital
Washington
$25.8M +$4.71M 1 0.46% Increased
221
Quadrature Capital
Quadrature Capital
United Kingdom
$25.5M +$24.7M 2 0.52% Increased
222
Jennison Associates
Jennison Associates
New York
$25.5M +$4.59M 1 0.02% Increased
223
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.4M -$108K 2 0.16% Reduced
224
Glenmede Trust
Glenmede Trust
Pennsylvania
$25.3M -$446K 2 0.14% Reduced
225
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.2M -$8.49M 4 0.06% Reduced