← 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
ZP
Zimmer Partners
New York
$81.6M +$20.8M 2 2.15% Increased
252
GW&K Investment Management
GW&K Investment Management
Massachusetts
$81.5M +$10.1M 3 0.71% Increased
253
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$81.4M +$35.1M 3 0.2% Increased
254
First Financial Bankshares
First Financial Bankshares
Texas
$81.4M +$904K 2 1.64% Increased
255
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$80.8M +$519K 2 1.3% Increased
256
APG Asset Management
APG Asset Management
Netherlands
$80.4M +$1.69M 2 0.23% Increased
257
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$79.5M -$11.6M 2 0.32% Reduced
258
Czech National Bank
Czech National Bank
Czech Republic
$79.4M +$2.72M 2 0.52% Increased
259
MML Investors Services
MML Investors Services
Massachusetts
$79.1M +$25.4M 5 0.19% Increased
260
Sanctuary Advisors
Sanctuary Advisors
Indiana
$78.8M +$2.81M 4 0.43% Increased
261
Groupama Asset Management
Groupama Asset Management
France
$78.4M -$1.21M 2 1.15% Reduced
262
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$77.9M +$7.01M 3 1.02% Increased
263
Slate Path Capital
Slate Path Capital
New York
$77.9M -$11.1M 1 1.05% Reduced
264
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$77.7M +$4.09M 4 0.43% Increased
265
INTECH Investment Management
INTECH Investment Management
Florida
$77.5M +$40.1M 6 0.69% Increased
266
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76M +$5.93M 3 0.12% Increased
267
CIBC World Market
CIBC World Market
Ontario, Canada
$75.9M -$9.19M 3 0.12% Reduced
268
Kestra Advisory Services
Kestra Advisory Services
Texas
$75.7M +$4.24M 6 0.31% Increased
269
Nissay Asset Management
Nissay Asset Management
Japan
$75.6M +$46.6M 3 0.39% Increased
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$75.5M -$2.63M 5 0.38% Reduced
271
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$73.9M -$301K 2 0.75% Reduced
272
Homestead Advisers
Homestead Advisers
Virginia
$73.4M -$11.1M 1 1.94% Reduced
273
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$73M +$49.1M 2 0.05% Increased
274
Trexquant Investment
Trexquant Investment
Connecticut
$72.8M +$73.3M 5 0.65% New
275
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$72.4M +$34.6M 2 0.29% Increased