← 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$12M +$1.37M 3 0.11% Increased
227
CA
Cullinan Associates
Kentucky
$11.9M +$1.49M 1 0.77% Increased
228
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$11.8M -$580K 2 0.91% Reduced
229
TU
TDAM USA
Ontario, Canada
$11.8M -$277K 2 0.81% Reduced
230
MPIA
Mountain Pacific Investment Advisers
Idaho
$11.6M -$611K 2 0.95% Reduced
231
NI
Nuance Investments
Missouri
$11.5M -$11.2M 1 0.27% Reduced
232
Pinnacle Associates
Pinnacle Associates
New York
$11.5M -$27.2K 2 0.27% Reduced
233
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$11.4M -$3.05M 3 0.03% Reduced
234
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.3M +$215K 3 0.06% Increased
235
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.1M +$5.14M 2 0.08% Increased
236
TPSF
Texas Permanent School Fund
Texas
$11M +$1.05M 3 0.15% Increased
237
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$10.9M $0 2 0.08% Maintained
238
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.9M -$275K 4 0.12% Reduced
239
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$10.8M -$829K 4 0.27% Reduced
240
Braun Stacey Associates
Braun Stacey Associates
New York
$10.7M +$10.3M 1 0.57% New
241
MAA
Matrix Asset Advisors
New York
$10.7M -$4.27M 1 2.07% Reduced
242
MC
Martin Currie
United Kingdom
$10.5M -$989K 1 0.54% Reduced
243
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$10.4M -$3.39M 2 0.2% Reduced
244
Moore Capital Management
Moore Capital Management
New York
$10.4M +$10.4M 2 0.2% New
245
WBC
Westpac Banking Corp
Australia
$10.4M +$112K 2 0.14% Increased
246
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$10.3M +$186K 2 1.06% Increased
247
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.1M -$1.42M 3 0.2% Reduced
248
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$10M +$8.74M 3 0.17% Increased
249
Synovus Financial
Synovus Financial
Georgia
$9.99M +$490K 2 0.13% Increased
250
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.91M -$1M 1 0.14% Reduced