← 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
Candriam SCA
Candriam SCA
Luxembourg
$76M +$23.4M 1 0.44% Increased
252
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$75M +$11.3M 6 0.59% Increased
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$73.8M +$3.57M 5 0.39% Increased
254
Saturna Capital
Saturna Capital
Washington
$73M +$465K 2 0.99% Increased
255
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$72.6M +$50.1M 3 1.01% Increased
256
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$72.3M +$11.6M 3 0.16% Increased
257
Ancora Advisors
Ancora Advisors
Ohio
$72.3M +$779K 4 1.5% Increased
258
Fred Alger Management
Fred Alger Management
New York
$72M +$34.2M 2 0.32% Increased
259
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$71.9M -$4.63M 2 0.41% Reduced
260
KBC Group
KBC Group
Belgium
$71.9M +$9.57M 5 0.19% Increased
261
LBP AM
LBP AM
France
$71.8M -$863K 2 1.01% Reduced
262
Daiwa Securities Group
Daiwa Securities Group
Japan
$71.7M -$471K 3 0.26% Reduced
263
CIBC World Market
CIBC World Market
Ontario, Canada
$71.5M +$1.33M 3 0.14% Increased
264
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$71.5M +$1.74M 3 0.78% Increased
265
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.8M +$6.21M 6 0.31% Increased
266
SG Americas Securities
SG Americas Securities
New York
$70.5M +$4.53M 6 0.29% Increased
267
Meitav Investment House
Meitav Investment House
Israel
$70.5M +$853K 2 0.95% Increased
268
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$70M -$4.1M 2 0.92% Reduced
269
Czech National Bank
Czech National Bank
Czech Republic
$69.4M +$2.89M 2 0.54% Increased
270
R.M. Davis Inc
R.M. Davis Inc
Maine
$69M -$2.3M 3 1.28% Reduced
271
QRG Capital Management
QRG Capital Management
Illinois
$69M +$4.27M 3 0.6% Increased
272
Ariel Investments
Ariel Investments
Illinois
$68.4M +$8.44M 1 0.78% Increased
273
Eastern Bank
Eastern Bank
Massachusetts
$68.2M -$745K 2 1.3% Reduced
274
Mercer Global Advisors
Mercer Global Advisors
Colorado
$68.1M -$950K 3 0.14% Reduced
275
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$67.5M -$37.5M 3 0.24% Reduced