← 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
Lido Advisors
Lido Advisors
California
$100M +$246K 3 0.3% Increased
227
NewEdge Advisors
NewEdge Advisors
Louisiana
$100M +$26.7M 7 0.36% Increased
228
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$99.3M -$1.58M 4 1.83% Reduced
229
KeyBank National Association
KeyBank National Association
Ohio
$95.2M +$9.76M 3 0.34% Increased
230
Westwood Holdings Group
Westwood Holdings Group
Texas
$94.9M +$26.6M 2 0.77% Increased
231
NEOS Investment Management
NEOS Investment Management
Connecticut
$93.9M +$24.2M 4 0.54% Increased
232
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$93.1M -$7.04M 4 0.28% Reduced
233
MetLife Investment Management
MetLife Investment Management
New Jersey
$92.8M -$3.14M 6 0.45% Reduced
234
Vontobel Holding
Vontobel Holding
Switzerland
$92.1M +$2.04M 4 0.29% Increased
235
Arizona State Retirement System
Arizona State Retirement System
Arizona
$91.8M -$3.8M 6 0.5% Reduced
236
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$91.6M +$13.7M 2 0.31% Increased
237
Dodge & Cox
Dodge & Cox
California
$90.3M -$9.46M 1 0.05% Reduced
238
Första AP-fonden
Första AP-fonden
Sweden
$89.4M -$8.17M 2 0.53% Reduced
239
CIP
Champlain Investment Partners
Vermont
$89.2M -$206M 2 0.9% Reduced
240
Gotham Asset Management
Gotham Asset Management
New York
$88.4M +$8.1M 5 0.32% Increased
241
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$86.3M +$34.6M 6 0.05% Increased
242
Resona Asset Management
Resona Asset Management
Japan
$85.3M -$4.87M 2 0.41% Reduced
243
LBP AM
LBP AM
France
$84.2M +$434K 2 0.98% Increased
244
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84M +$25.9M 4 0.32% Increased
245
GIP
Granite Investment Partners
California
$83.2M -$4.75M 4 4.93% Reduced
246
Great Lakes Advisors
Great Lakes Advisors
Illinois
$83.1M -$159K 3 0.68% Reduced
247
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$82.7M -$2.88M 3 0.4% Reduced
248
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$82.2M -$22.5M 3 1.84% Reduced
249
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$81.8M +$2.11M 6 0.45% Increased
250
CIBC World Markets
CIBC World Markets
New York
$81.8M +$82.8M 4 0.39% New