← 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
ORIO
Old Republic International (ORI)
Illinois
$59M $0 1 2.29% Maintained
227
First Financial Bankshares
First Financial Bankshares
Texas
$58.5M +$781K 1 1.26% Increased
228
Allianz Asset Management
Allianz Asset Management
Germany
$57.1M +$6.74M 3 0.07% Increased
229
MetLife Investment Management
MetLife Investment Management
New Jersey
$57M -$1.2M 6 0.31% Reduced
230
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$56.9M +$10.6M 2 0.7% Increased
231
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$56.4M -$16.6M 2 1.12% Reduced
232
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$55.6M +$24.6M 2 0.34% Increased
233
FCI
Financial Counselors Inc
Kansas
$55.6M +$4.15M 2 0.84% Increased
234
Chilton Investment Company
Chilton Investment Company
Connecticut
$55.5M +$3.06M 1 1.35% Increased
235
Woodline Partners
Woodline Partners
California
$55.1M +$38.5M 3 0.36% Increased
236
Saturna Capital
Saturna Capital
Washington
$55.1M +$21.6M 1 0.83% Increased
237
R.M. Davis Inc
R.M. Davis Inc
Maine
$54.5M +$1.16M 3 1.09% Increased
238
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$54.1M +$25.3K 3 0.31% Increased
239
Ancora Advisors
Ancora Advisors
Ohio
$54.1M +$87K 3 1.21% Increased
240
Meitav Investment House
Meitav Investment House
Israel
$52.9M +$37.5M 1 0.97% Increased
241
DnB Asset Management
DnB Asset Management
Norway
$52.8M -$6.86M 2 0.24% Reduced
242
Dodge & Cox
Dodge & Cox
California
$52.4M -$2.65M 1 0.03% Reduced
243
Eastern Bank
Eastern Bank
Massachusetts
$52.4M -$3.53M 2 1.03% Reduced
244
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$52M -$27.7M 6 0.26% Reduced
245
Trillium Asset Management
Trillium Asset Management
Massachusetts
$51.9M +$165K 3 1.49% Increased
246
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$51.9M +$13.6M 3 0.42% Increased
247
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$51.1M -$48.4M 3 0.1% Reduced
248
Första AP-fonden
Första AP-fonden
Sweden
$50.9M +$4.94M 2 0.39% Increased
249
Osaic Holdings
Osaic Holdings
Arizona
$50.4M -$7.54M 7 0.11% Reduced
250
Vaughan David Investments
Vaughan David Investments
Illinois
$50.2M -$1.79M 1 1.17% Reduced