← 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
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.2M +$472K 4 0.12% Increased
252
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.2M -$206K 4 0.23% Reduced
253
Nomura Asset Management
Nomura Asset Management
Japan
$10.1M -$3.76M 2 0.1% Reduced
254
William Blair & Company
William Blair & Company
Illinois
$9.95M -$77.6K 2 0.06% Reduced
255
UMB Bank
UMB Bank
Missouri
$9.9M +$9.65M 1 0.24% New
256
WBC
Westpac Banking Corp
Australia
$9.72M +$9.47M 1 0.14% New
257
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.7M -$761K 3 0.07% Reduced
258
TPSF
Texas Permanent School Fund
Texas
$9.69M -$323K 4 0.15% Reduced
259
Cullen Capital Management
Cullen Capital Management
New York
$9.64M +$733K 2 0.39% Increased
260
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$9.35M +$689K 2 0.18% Increased
261
Pinnacle Associates
Pinnacle Associates
New York
$9.14M -$708K 2 0.22% Reduced
262
LPU
Lansdowne Partners (UK)
United Kingdom
$9.02M -$63.5M 1 0.24% Reduced
263
QIM
Quantitative Investment Management
Virginia
$9.02M -$280K 2 0.48% Reduced
264
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.01M -$111K 1 0.29% Reduced
265
VHAM
Van Hulzen Asset Management
California
$8.98M +$237K 1 1.9% Increased
266
EP
Elkfork Partners
Oregon
$8.97M -$4.58M 2 0.22% Reduced
267
MAI Capital Management
MAI Capital Management
Ohio
$8.87M -$97K 1 0.4% Reduced
268
DIA
Davidson Investment Advisors
Montana
$8.84M +$28K 1 0.92% Increased
269
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.81M -$60.6K 1 0.15% Reduced
270
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$8.79M +$499K 5 0.06% Increased
271
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.77M -$3.34M 1 0.06% Reduced
272
AIC
AWM Investment Company
New York
$8.74M +$123K 1 1.85% Increased
273
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$8.68M +$291K 3 0.29% Increased
274
Man Group
Man Group
United Kingdom
$8.67M -$2.66M 2 0.03% Reduced
275
DAM
Delta Asset Management
Tennessee
$8.66M +$93K 1 1.15% Increased