← 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
$7.97M -$151K 3 0.1% Reduced
227
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.92M -$22.8K 1 0.5% Reduced
228
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$7.82M +$239K 2 0.11% Increased
229
MCM
McRae Capital Management
New Jersey
$7.82M -$160K 1 3.62% Reduced
230
WBC
Westpac Banking Corp
Australia
$7.81M +$3.95M 1 0.09% Increased
231
Robeco Schweiz
Robeco Schweiz
Switzerland
$7.78M +$8.23M 1 0.71% New
232
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$7.28M -$3.4M 1 0.15% Reduced
233
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$7.23M -$1.56M 3 0.04% Reduced
234
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$7.21M +$3.03M 1 0.01% Increased
235
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.16M +$1.45M 1 0.03% Increased
236
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.09M +$1.97M 1 0.02% Increased
237
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$7.08M +$419K 1 0.15% Increased
238
Fisher Asset Management
Fisher Asset Management
Washington
$7.07M -$515K 1 0.01% Reduced
239
AC
AFAM Capital
Texas
$7.05M +$22K 1 1.17% Increased
240
NBC
Neuberger Berman Canada
Ontario, Canada
$7.01M +$1.02M 1 2.26% Increased
241
Sterling Capital Management
Sterling Capital Management
North Carolina
$6.97M +$7.16M 1 0.06% New
242
Conning Inc
Conning Inc
Connecticut
$6.91M +$3.67M 2 0.29% Increased
243
CAM
Capstone Asset Management
Texas
$6.89M -$7.88M 4 0.21% Reduced
244
Bessemer Group
Bessemer Group
New Jersey
$6.88M +$125K 3 0.04% Increased
245
FBP
Flippin Bruce & Porter
Virginia
$6.88M +$289K 1 2.04% Increased
246
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.86M -$383K 1 0.5% Reduced
247
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$6.81M +$14.7K 3 0.18% Increased
248
BB&T Securities
BB&T Securities
Virginia
$6.75M -$17.9K 1 0.1% Reduced
249
Los Angeles Capital Management
Los Angeles Capital Management
California
$6.74M +$5.8M 1 0.06% Increased
250
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$6.72M -$80.7K 1 0.02% Reduced