← 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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$20.4M -$736K 3 0.04% Reduced
252
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$19.6M +$155K 1 0.22% Increased
253
CIA
CCM Investment Advisers
South Carolina
$19.6M -$612K 1 2.7% Reduced
254
SW
SVB Wealth
Massachusetts
$19.6M -$2.77M 2 0.43% Reduced
255
Busey Bank
Busey Bank
Illinois
$19.6M -$64.8K 2 0.84% Reduced
256
DP
DDD Partners
Washington
$19.5M -$378K 1 2.81% Reduced
257
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$19.4M -$520K 1 0.2% Reduced
258
Stephens Inc
Stephens Inc
Arkansas
$19.4M +$1.01M 2 0.37% Increased
259
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$19.3M -$474K 2 0.4% Reduced
260
LI
Leeward Investments
Massachusetts
$19.1M -$1.49M 1 0.98% Reduced
261
LBC
Lowe Brockenbrough & Co
Virginia
$19.1M +$12.9K 1 1.49% Increased
262
HA
Heartland Advisors
Wisconsin
$19.1M -$11.3M 1 1.07% Reduced
263
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$18.9M -$352K 1 1% Reduced
264
Railway Pension Investments
Railway Pension Investments
United Kingdom
$18.9M +$11M 1 0.2% Increased
265
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$18.7M +$18.9M 1 0.07% New
266
Första AP-fonden
Första AP-fonden
Sweden
$18.3M -$2.26M 1 0.2% Reduced
267
Yousif Capital Management
Yousif Capital Management
Michigan
$18.2M -$868K 5 0.23% Reduced
268
Swiss Life Asset Management
Swiss Life Asset Management
$18.2M +$4.53M 1 0.28% Increased
269
DIA
Davidson Investment Advisors
Montana
$18.2M -$6.88M 1 1.16% Reduced
270
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$18.2M -$19.8M 1 0.03% Reduced
271
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$18M $0 1 0.22% Maintained
272
Mutual of America Capital Management
Mutual of America Capital Management
New York
$17.9M -$1.04M 3 0.22% Reduced
273
MLL
Moody Lynn & Lieberson
Massachusetts
$17.9M +$1.5M 1 1.54% Increased
274
Calamos Advisors
Calamos Advisors
Illinois
$17.7M $0 1 0.09% Maintained
275
Royce & Associates
Royce & Associates
New York
$17.6M -$11.9M 3 0.18% Reduced