← 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$49M +$14.5M 4 0.1% Increased
202
DAM
Delta Asset Management
Tennessee
$47.3M -$497K 1 4.18% Reduced
203
UMB Bank
UMB Bank
Missouri
$46.9M -$5.42M 4 0.74% Reduced
204
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$46.5M +$7.01M 4 0.3% Increased
205
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$46.3M -$492K 1 0.16% Reduced
206
IP
Interval Partners
New York
$46.1M -$46.1M 2 1.29% Reduced
207
Osaic Holdings
Osaic Holdings
Arizona
$46.1M -$19.4M 6 0.1% Reduced
208
Jane Street
Jane Street
New York
$44.6M +$20.1M 5 0.01% Increased
209
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$44.3M -$501K 5 0.29% Reduced
210
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$43.9M +$13.5M 4 0.29% Increased
211
APG Asset Management
APG Asset Management
Netherlands
$43.2M -$3.85M 1 0.08% Reduced
212
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$43.1M -$8.22M 1 0.64% Reduced
213
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$43.1M -$4.81M 3 0.8% Reduced
214
Artemis Investment Management
Artemis Investment Management
United Kingdom
$43M -$13.4M 1 0.54% Reduced
215
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$42.7M +$9.36M 4 0.47% Increased
216
Allianz Asset Management
Allianz Asset Management
Germany
$42.1M +$9.92M 2 0.06% Increased
217
ACM
Argent Capital Management
Missouri
$41.9M -$36.6K 1 1.22% Reduced
218
CT
Cambridge Trust
Massachusetts
$41.9M -$3.66M 1 1.58% Reduced
219
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$41.8M -$297K 1 0.18% Reduced
220
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.7M -$45.6M 6 0.07% Reduced
221
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$41.5M -$520K 1 1.32% Reduced
222
WAM
WT Asset Management
Hong Kong
$41M +$35.9M 1 4.13% New
223
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$41M +$9.39M 1 1.91% Increased
224
EQF
Evergreen Quality Fund
Cayman Islands
$40.3M +$35.2M 1 4.92% New
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.2M +$580K 4 0.28% Increased