← 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
ING Group
ING Group
Netherlands
$82.5M +$13.2M 1 0.45% Increased
252
TCW Group
TCW Group
California
$82.3M -$32.2M 1 0.69% Reduced
253
Gotham Asset Management
Gotham Asset Management
New York
$81.7M +$4.15M 4 0.36% Increased
254
ORIO
Old Republic International (ORI)
Illinois
$81.2M $0 1 3.01% Maintained
255
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$81.2M +$19.2M 4 0.49% Increased
256
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$81.1M -$21M 2 1.36% Reduced
257
Carmignac Gestion
Carmignac Gestion
France
$81.1M -$59.8M 1 1.21% Reduced
258
Midwest Trust
Midwest Trust
Kansas
$80.7M +$21.1K 2 1.05% Increased
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$80.6M -$1.95M 5 0.4% Reduced
260
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$80.3M -$3.64M 2 0.78% Reduced
261
Kestra Advisory Services
Kestra Advisory Services
Texas
$80M +$10.5M 5 0.37% Increased
262
Mercer Global Advisors
Mercer Global Advisors
Colorado
$79.5M +$4.63M 3 0.13% Increased
263
Czech National Bank
Czech National Bank
Czech Republic
$79.5M +$2.64M 2 0.55% Increased
264
Great Lakes Advisors
Great Lakes Advisors
Illinois
$78.9M -$26.3M 3 0.66% Reduced
265
NewEdge Advisors
NewEdge Advisors
Louisiana
$78.3M +$10.3M 7 0.36% Increased
266
Sanctuary Advisors
Sanctuary Advisors
Indiana
$78.1M +$9.03M 4 0.45% Increased
267
Natixis
Natixis
France
$77.3M +$68.4M 1 0.36% Increased
268
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$76.9M +$4.79M 2 0.25% Increased
269
Saturna Capital
Saturna Capital
Washington
$76.6M +$46.1K 2 0.99% Increased
270
Amalgamated Bank
Amalgamated Bank
New York
$76.2M -$252K 6 0.54% Reduced
271
Groupama Asset Management
Groupama Asset Management
France
$75.4M +$4.34M 2 1.1% Increased
272
Trillium Asset Management
Trillium Asset Management
Massachusetts
$74.5M -$881K 3 1.97% Reduced
273
CI Investments Inc
CI Investments Inc
Ontario, Canada
$74.1M -$30.8M 3 0.27% Reduced
274
Westwood Holdings Group
Westwood Holdings Group
Texas
$73.6M +$30.3M 2 0.53% Increased
275
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$73.5M +$3.08M 3 0.85% Increased