← 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
SCM
Sirios Capital Management
Massachusetts
$118M -$28.4M 2 14.35% Reduced
227
Vontobel Holding
Vontobel Holding
Switzerland
$117M +$4.59M 4 0.4% Increased
228
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$116M +$10.2M 3 1.48% Increased
229
Candriam SCA
Candriam SCA
Luxembourg
$114M +$36.9M 1 0.59% Increased
230
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$113M +$84.1M 4 0.17% Increased
231
MetLife Investment Management
MetLife Investment Management
New Jersey
$113M -$3.29M 6 0.58% Reduced
232
Dodge & Cox
Dodge & Cox
California
$113M -$7.05M 1 0.06% Reduced
233
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$113M +$9.85M 7 0.07% Increased
234
KeyBank National Association
KeyBank National Association
Ohio
$112M +$1.02M 4 0.41% Increased
235
Merewether Investment Management
Merewether Investment Management
Texas
$112M -$43.7M 1 2.18% Reduced
236
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$112M -$146M 1 0.43% Reduced
237
Great Lakes Advisors
Great Lakes Advisors
Illinois
$111M +$1.05M 3 0.92% Increased
238
Gotham Asset Management
Gotham Asset Management
New York
$111M +$6.61M 5 0.34% Increased
239
Arizona State Retirement System
Arizona State Retirement System
Arizona
$111M -$3.29M 6 0.65% Reduced
240
CIBC World Market
CIBC World Market
Ontario, Canada
$111M +$15.3M 3 0.18% Increased
241
Resona Asset Management
Resona Asset Management
Japan
$108M +$1.6M 2 0.54% Increased
242
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$108M +$37.9M 2 0.59% Increased
243
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$106M +$24.1M 3 0.46% Increased
244
Groupama Asset Management
Groupama Asset Management
France
$106M +$1.24M 2 1.55% Increased
245
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$105M +$3.29M 4 0.26% Increased
246
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$105M +$20.1M 2 3.05% Increased
247
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104M +$5.08M 4 0.38% Increased
248
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$104M +$49.6M 6 0.18% Increased
249
ING Group
ING Group
Netherlands
$104M +$36.3M 2 0.63% Increased
250
Sanctuary Advisors
Sanctuary Advisors
Indiana
$103M +$3.54M 5 0.56% Increased