← 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
Guggenheim Capital
Guggenheim Capital
Illinois
$10M -$3.51M 3 0.08% Reduced
227
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$9.99M +$5.68M 2 0.07% Increased
228
AIC
AWM Investment Company
New York
$9.93M +$579K 1 1.74% Increased
229
MC
Martin Currie
United Kingdom
$9.91M -$824K 1 0.61% Reduced
230
Pinnacle Associates
Pinnacle Associates
New York
$9.88M -$851K 2 0.24% Reduced
231
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.68M -$391K 4 0.12% Reduced
232
CC
Carlson Capital
Texas
$9.65M -$19.4M 1 0.27% Reduced
233
Nomura Asset Management
Nomura Asset Management
Japan
$9.62M +$583K 1 0.08% Increased
234
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.58M +$1.08M 3 0.06% Increased
235
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.56M +$2.55M 5 0.02% Increased
236
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$9.46M +$8.92M 2 0.08% New
237
SCM
SKBA Capital Management
California
$9.44M -$107K 1 1.83% Reduced
238
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.39M +$123K 1 0.14% Increased
239
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.18M -$2.55M 2 0.13% Reduced
240
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$9.09M +$1.03M 3 0.1% Increased
241
TW
Transform Wealth
Colorado
$9.05M -$744K 2 1.55% Reduced
242
TPSF
Texas Permanent School Fund
Texas
$9.04M -$584K 3 0.14% Reduced
243
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$8.96M +$833K 3 0.05% Increased
244
Royce & Associates
Royce & Associates
New York
$8.95M -$1.46M 3 0.1% Reduced
245
WBC
Westpac Banking Corp
Australia
$8.88M -$24.7K 1 0.13% Reduced
246
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$8.86M +$622K 2 0.99% Increased
247
CA
Cullinan Associates
Kentucky
$8.84M -$84.6K 1 0.62% Reduced
248
PTC
Philadelphia Trust Company
Pennsylvania
$8.7M -$8.57M 1 0.92% Reduced
249
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$8.63M -$540K 1 0.15% Reduced
250
Conning Inc
Conning Inc
Connecticut
$8.57M +$99.6K 2 0.32% Increased