← 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
251
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$12.3M -$91.2K 4 0.21% Reduced
252
FBP
Flippin Bruce & Porter
Virginia
$12.3M +$346K 1 2.28% Increased
253
Howard Capital Management
Howard Capital Management
Georgia
$12.3M -$4.17K 1 1.19% Reduced
254
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$12.2M -$3.91M 1 0.13% Reduced
255
Cullen Capital Management
Cullen Capital Management
New York
$12.2M +$1.16M 2 0.45% Increased
256
MC
Martin Currie
United Kingdom
$12.1M $0 1 0.84% Maintained
257
TPSF
Texas Permanent School Fund
Texas
$12.1M -$857K 3 0.17% Reduced
258
Nordea Investment Management
Nordea Investment Management
Sweden
$12M +$11.3M 1 0.02% New
259
Korea Investment Corp
Korea Investment Corp
South Korea
$11.8M -$4.13M 1 0.05% Reduced
260
CIBC World Markets
CIBC World Markets
New York
$11.8M +$1.98M 1 0.1% Increased
261
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$11.7M +$27.9K 2 0.06% Increased
262
MetLife Investment Management
MetLife Investment Management
New Jersey
$11.7M +$10.3M 3 0.12% Increased
263
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.6M +$9.26M 1 0.08% Increased
264
PP
Prospector Partners
Connecticut
$11.4M +$115K 2 1.58% Increased
265
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.3M +$50K 2 0.16% Increased
266
WC
Walthausen & Co
New York
$11.3M +$11.5M 1 1.08% New
267
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.2M -$1.32M 4 0.13% Reduced
268
GAI
General American Investors
New York
$11.2M -$1.64M 1 0.96% Reduced
269
Federated Hermes
Federated Hermes
Pennsylvania
$11.2M -$3.26M 5 0.03% Reduced
270
BC
Blackcrane Capital
Washington
$11.1M +$11.1M 1 9.68% New
271
JIR
James Investment Research
Ohio
$11.1M -$769K 1 0.45% Reduced
272
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$11M +$1.82M 1 0.08% Increased
273
NIM
NXG Investment Management
Texas
$10.9M +$641K 1 0.32% Increased
274
RCYC
Richard C. Young & Co
Rhode Island
$10.8M -$93.4K 1 2.05% Reduced
275
TCM
Tygh Capital Management
Oregon
$10.8M +$1.12M 1 1.76% Increased