← 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
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$23.3M $0 1 1.3% Maintained
252
WhitTier Trust Company
WhitTier Trust Company
Nevada
$23.3M -$883 3 0.75% Reduced
253
GGI
Godsey & Gibb Inc
Virginia
$23.2M -$1.24M 1 2.63% Reduced
254
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$23M +$39.5K 3 0.05% Increased
255
Royce & Associates
Royce & Associates
New York
$23M +$371K 3 0.21% Increased
256
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$22.5M -$8.18M 4 0.15% Reduced
257
Cerity Partners
Cerity Partners
New York
$22.3M +$11.1M 2 0.07% Increased
258
Swiss Life Asset Management
Swiss Life Asset Management
$22.2M +$1.53M 1 0.27% Increased
259
Acadian Asset Management
Acadian Asset Management
Massachusetts
$21.8M +$3.57M 3 0.08% Increased
260
Busey Bank
Busey Bank
Illinois
$21.8M -$91.5K 2 0.84% Reduced
261
CIA
CCM Investment Advisers
South Carolina
$21.7M -$391K 1 2.67% Reduced
262
Railway Pension Investments
Railway Pension Investments
United Kingdom
$21.7M +$309K 1 0.22% Increased
263
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$21.7M -$170K 2 0.22% Reduced
264
GF
Greenhouse Funds
Maryland
$21.7M -$14.8M 1 1.43% Reduced
265
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$21.6M +$13.5M 1 0.4% Increased
266
DP
DDD Partners
Washington
$21.5M -$102K 1 2.89% Reduced
267
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$21.1M -$75.9K 1 0.07% Reduced
268
Man Group
Man Group
United Kingdom
$20.9M +$19M 4 0.06% New
269
DIA
Davidson Investment Advisors
Montana
$20.9M +$348K 1 1.2% Increased
270
ING Group
ING Group
Netherlands
$20.8M +$12.9M 1 0.17% Increased
271
LI
Leeward Investments
Massachusetts
$20.7M -$145K 1 0.97% Reduced
272
Guggenheim Capital
Guggenheim Capital
Illinois
$20.6M +$1.19M 2 0.16% Increased
273
Yousif Capital Management
Yousif Capital Management
Michigan
$20.3M -$265K 5 0.24% Reduced
274
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$20.3M $0 1 0.23% Maintained
275
Första AP-fonden
Första AP-fonden
Sweden
$20.3M -$419K 1 0.2% Reduced