← 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
Axa
Axa
France
$11.3M -$2.6M 1 0.05% Reduced
227
ACI
AMP Capital Investors
Australia
$11.2M -$14.1K 1 0.07% Reduced
228
GD
Grandfield & Dodd
New York
$11.1M +$61.3K 1 1.7% Increased
229
Manning & Napier Advisors
Manning & Napier Advisors
New York
$11M +$2.03M 2 0.05% Increased
230
Korea Investment Corp
Korea Investment Corp
South Korea
$11M $0 1 0.09% Maintained
231
Suntrust Banks
Suntrust Banks
Georgia
$10.9M -$203K 2 0.07% Reduced
232
CRM
Cramer Rosenthal McGlynn
Connecticut
$10.9M +$5.62M 1 0.13% Increased
233
RCM
Riverhead Capital Management
Delaware
$10.8M +$2.86M 2 0.16% Increased
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$10.7M -$77.6K 2 0.15% Reduced
235
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$10.4M -$310K 1 1.35% Reduced
236
SAM
Scopus Asset Management
New York
$10.1M +$724K 1 0.17% Increased
237
VDBMI
Van Den Berg Management I
Texas
$10.1M -$713K 1 1.14% Reduced
238
GCM
Grisanti Capital Management
New York
$10.1M -$254K 1 3.76% Reduced
239
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$10M -$434K 1 0.32% Reduced
240
WC
Walthausen & Co
New York
$9.8M -$7.7M 1 0.72% Reduced
241
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.5M -$318K 3 0.11% Reduced
242
Wasatch Advisors
Wasatch Advisors
Utah
$9.47M -$1.89M 2 0.1% Reduced
243
Oppenheimer & Co
Oppenheimer & Co
New York
$9.34M +$3.4M 2 0.26% Increased
244
CIM
Calvert Investment Management
Maryland
$9.15M -$1.64M 1 0.4% Reduced
245
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.08M $0 1 0.16% Maintained
246
RCYC
Richard C. Young & Co
Rhode Island
$9.08M +$62.6K 1 2.05% Increased
247
VanEck Associates
VanEck Associates
New York
$9M +$782K 1 0.05% Increased
248
Williams Jones & Associates
Williams Jones & Associates
New York
$8.97M +$326K 1 0.34% Increased
249
Advisors Asset Management
Advisors Asset Management
Colorado
$8.95M +$234K 3 0.12% Increased
250
MCM
McRae Capital Management
New Jersey
$8.65M +$219K 1 4.03% Increased
8 9
10
11 12