← 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
AIC
AWM Investment Company
New York
$9.19M $0 1 1.8% Maintained
227
Hermes Investment Management
Hermes Investment Management
United Kingdom
$9.07M -$12.4M 1 0.16% Reduced
228
1M
13D Management
New York
$9.06M +$657K 1 3.71% Increased
229
RCYC
Richard C. Young & Co
Rhode Island
$9.03M +$82K 1 1.9% Increased
230
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$9.02M +$254K 2 0.11% Increased
231
KBC Group
KBC Group
Belgium
$8.92M +$1.02M 1 0.09% Increased
232
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$8.83M -$580K 1 0.17% Reduced
233
MCM
McRae Capital Management
New Jersey
$8.77M +$68.9K 1 3.87% Increased
234
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$8.52M -$804K 1 0.11% Reduced
235
Royce & Associates
Royce & Associates
New York
$8.48M -$394K 2 0.05% Reduced
236
FBP
Flippin Bruce & Porter
Virginia
$8.44M +$385K 1 2.05% Increased
237
Marshall Wace
Marshall Wace
United Kingdom
$8.42M -$6.76M 2 0.06% Reduced
238
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.31M +$631K 1 0.16% Increased
239
PP
Prospector Partners
Connecticut
$8.27M -$907K 2 1.23% Reduced
240
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$8.27M -$163K 1 0.52% Reduced
241
Cohen & Steers
Cohen & Steers
New York
$8.17M $0 1 0.02% Maintained
242
NIMC
NWQ Investment Management Company
California
$8.13M +$212K 1 0.11% Increased
243
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$8.13M +$7.95M 1 0.45% New
244
Douglas Lane & Associates
Douglas Lane & Associates
New York
$8.05M -$6.58M 1 0.21% Reduced
245
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.99M +$722 1 0.02% Increased
246
Citigroup
Citigroup
New York
$7.97M -$1.24M 5 0.01% Reduced
247
Daiwa Securities Group
Daiwa Securities Group
Japan
$7.97M +$4.86M 1 0.05% Increased
248
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.75M -$138K 3 0.08% Reduced
249
QIM
Quantitative Investment Management
Virginia
$7.61M +$5.97M 2 0.19% Increased
250
AC
AFAM Capital
Texas
$7.6M -$148K 1 1.15% Reduced
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