← 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
Royce & Associates
Royce & Associates
New York
$9.24M -$61.2K 2 0.06% Reduced
227
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.23M -$2.68M 1 0.2% Reduced
228
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$9.21M -$4.31M 1 0.31% Reduced
229
PP
Prospector Partners
Connecticut
$9.11M +$181K 2 1.45% Increased
230
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.04M $0 1 0.15% Maintained
231
1M
13D Management
New York
$8.99M -$1.26M 1 3.75% Reduced
232
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$8.91M +$6.83K 1 0.56% Increased
233
Winton Group
Winton Group
United Kingdom
$8.88M +$8.73M 1 0.15% New
234
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.81M +$7.55M 3 0.23% New
235
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$8.77M $0 3 0.11% Maintained
236
AIC
AWM Investment Company
New York
$8.74M $0 1 1.6% Maintained
237
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$8.61M -$6.47K 2 0.11% Reduced
238
Causeway Capital Management
Causeway Capital Management
California
$8.53M +$8.13M 1 0.16% New
239
MCM
McRae Capital Management
New Jersey
$8.52M -$80.8K 1 3.87% Reduced
240
VanEck Associates
VanEck Associates
New York
$8.45M -$729K 1 0.04% Reduced
241
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$8.42M +$1M 1 0.03% Increased
242
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$8.02M -$4.08M 4 0.03% Reduced
243
Cohen & Steers
Cohen & Steers
New York
$8M -$1.36M 1 0.02% Reduced
244
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$7.99M +$2.34M 2 0.08% Increased
245
FBP
Flippin Bruce & Porter
Virginia
$7.88M +$307K 1 2.19% Increased
246
HighTower Advisors
HighTower Advisors
Illinois
$7.86M +$827K 2 0.09% Increased
247
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.83M +$26.1K 1 0.02% Increased
248
NBC
Neuberger Berman Canada
Ontario, Canada
$7.82M +$105K 1 2.37% Increased
249
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.8M +$983K 3 0.08% Increased
250
NIMC
NWQ Investment Management Company
California
$7.75M +$4.24M 1 0.11% Increased