← 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
Meyer Handelman Company
Meyer Handelman Company
New York
$40.2M -$1.64M 1 1.41% Reduced
227
TPSF
Texas Permanent School Fund
Texas
$39.8M +$187K 4 0.31% Increased
228
Westwood Holdings Group
Westwood Holdings Group
Texas
$39.7M -$6.31M 1 0.31% Reduced
229
Aviva
Aviva
United Kingdom
$39.7M +$2.09M 3 0.13% Increased
230
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$39.5M +$34.9M 1 0.17% Increased
231
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$39.5M +$10.1M 1 0.35% Increased
232
Saturna Capital
Saturna Capital
Washington
$38.9M +$331K 1 0.54% Increased
233
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$37.9M -$3.11M 1 0.43% Reduced
234
MetLife Investment Management
MetLife Investment Management
New Jersey
$37.9M -$1.16M 4 0.25% Reduced
235
Kestra Advisory Services
Kestra Advisory Services
Texas
$37.5M +$2.19M 3 0.25% Increased
236
Chilton Investment Company
Chilton Investment Company
Connecticut
$37.5M -$6.82M 1 1.03% Reduced
237
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$37.3M +$57.8K 2 0.2% Increased
238
Royce & Associates
Royce & Associates
New York
$37M +$5.02M 4 0.33% Increased
239
QRG Capital Management
QRG Capital Management
Illinois
$36.9M +$419K 2 0.47% Increased
240
Tredje AP-fonden
Tredje AP-fonden
Sweden
$36.9M +$3.99M 1 0.38% Increased
241
GIP
Granite Investment Partners
California
$36.7M -$1.73M 2 1.4% Reduced
242
Advisors Capital Management
Advisors Capital Management
New Jersey
$36.7M +$964K 1 0.67% Increased
243
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$36.4M +$7.36M 1 0.65% Increased
244
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$36.3M -$48M 6 0.01% Reduced
245
STRS Ohio
STRS Ohio
Ohio
$36.1M -$3.74M 4 0.14% Reduced
246
AIC
AWM Investment Company
New York
$36M +$5.37M 1 4.71% Increased
247
OP
Oslo Pensjonsforsikring
$35.8M -$11.6M 1 5.22% Reduced
248
Marshall Wace
Marshall Wace
United Kingdom
$35.6M +$29.6M 3 0.05% Increased
249
LPU
Lansdowne Partners (UK)
United Kingdom
$35.5M -$14.7M 1 2.29% Reduced
250
NIM
Northeast Investment Management
Massachusetts
$34.9M -$124K 1 1.72% Reduced