← 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
226
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.2M +$33K 3 0.12% Increased
227
HighTower Advisors
HighTower Advisors
Illinois
$10.2M +$674K 2 0.16% Increased
228
MSA
Mason Street Advisors
Wisconsin
$10.2M +$659K 3 0.07% Increased
229
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$10.1M -$1.9M 3 0.09% Reduced
230
Boston Trust Walden
Boston Trust Walden
Massachusetts
$9.95M -$194K 2 0.15% Reduced
231
CTI
Community Trust & Investment
Kentucky
$9.78M +$9.48M 1 1.35% New
232
CIM
Calvert Investment Management
Maryland
$9.7M -$1.06M 1 0.66% Reduced
233
DIA
Denver Investment Advisors
Colorado
$9.68M +$410K 1 0.31% Increased
234
Asset Management One
Asset Management One
Japan
$9.56M -$608K 2 0.12% Reduced
235
GC
Gratry & Company
Ohio
$9.51M +$5.4M 1 3.11% Increased
236
Manning & Napier Advisors
Manning & Napier Advisors
New York
$9.27M +$285K 2 0.04% Increased
237
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.15M +$200K 1 0.16% Increased
238
CCMH
Cornerstone Capital Management Holdings
New York
$9.13M -$938K 2 0.09% Reduced
239
RCYC
Richard C. Young & Co
Rhode Island
$9.06M +$114K 1 1.92% Increased
240
TCW Group
TCW Group
California
$9.03M -$6.62M 1 0.04% Reduced
241
Placemark Investments
Placemark Investments
Illinois
$9.01M +$439K 2 0.16% Increased
242
ACI
AMP Capital Investors
Australia
$8.94M -$1M 1 0.05% Reduced
243
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.83M -$6.99M 2 0.11% Reduced
244
Advisors Asset Management
Advisors Asset Management
Colorado
$8.79M -$753K 3 0.12% Reduced
245
BCMNY
Buckingham Capital Management (New York)
New York
$8.74M +$269K 1 0.77% Increased
246
LNB
Ledyard National Bank
$8.54M -$213K 2 1.57% Reduced
247
Brown Advisory
Brown Advisory
Maryland
$8.46M +$712K 4 0.03% Increased
248
AC
AFAM Capital
Texas
$8.46M -$6.13K 1 1.08% Reduced
249
VanEck Associates
VanEck Associates
New York
$8.33M -$2.49M 1 0.05% Reduced
250
Williams Jones & Associates
Williams Jones & Associates
New York
$8.33M +$6M 1 0.34% Increased
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