← 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
GIP
Granite Investment Partners
California
$60.6M +$1.63M 3 2.62% Increased
252
JLBC
J.L. Bainbridge & Co
Florida
$60.6M -$14.1M 2 5.63% Reduced
253
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$59.9M -$6.35M 5 0.12% Reduced
254
CP
Cumberland Partners
Ontario, Canada
$59.4M +$3.89M 1 4.14% Increased
255
Osaic Holdings
Osaic Holdings
Arizona
$59.2M +$8.33M 7 0.13% Increased
256
Congress Wealth Management
Congress Wealth Management
Massachusetts
$59.2M +$597K 3 0.81% Increased
257
Dodge & Cox
Dodge & Cox
California
$59M -$943K 1 0.03% Reduced
258
Primecap Management
Primecap Management
California
$58.5M $0 1 0.05% Maintained
259
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$58.2M +$7.16M 2 0.86% Increased
260
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$57.8M +$3.45M 1 1.55% Increased
261
Verition Fund Management
Verition Fund Management
Connecticut
$57.7M +$18.1M 4 0.23% Increased
262
Calamos Advisors
Calamos Advisors
Illinois
$56.7M +$4.08M 3 0.24% Increased
263
Groupe la Francaise
Groupe la Francaise
France
$56.1M +$56.2M 2 1.39% New
264
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$54.9M +$9.57M 4 0.75% Increased
265
Kinetic Partners Management
Kinetic Partners Management
Florida
$54.8M -$44.4M 1 3.61% Reduced
266
QRG Capital Management
QRG Capital Management
Illinois
$54.5M +$3.88M 3 0.56% Increased
267
Första AP-fonden
Första AP-fonden
Sweden
$54.2M +$1.29M 2 0.38% Increased
268
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$53.6M +$1.64M 2 1.02% Increased
269
Ariel Investments
Ariel Investments
Illinois
$53.4M -$11.5M 1 0.57% Reduced
270
Railway Pension Investments
Railway Pension Investments
United Kingdom
$53M +$175K 2 0.7% Increased
271
CIBC World Market
CIBC World Market
Ontario, Canada
$53M +$23.6M 4 0.11% Increased
272
Tidal Investments
Tidal Investments
Wisconsin
$52.8M +$37.9M 4 0.42% Increased
273
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$52.5M +$3.58M 5 0.47% Increased
274
KBC Group
KBC Group
Belgium
$52.4M +$12.8M 6 0.14% Increased
275
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$52.3M +$1.26M 1 0.35% Increased