← 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
301
MSA
Mason Street Advisors
Wisconsin
$7.14M +$2.19M 4 0.16% Increased
302
AA
Apriem Advisors
California
$7.13M +$23.1K 1 1.6% Increased
303
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.13M +$160K 1 0.96% Increased
304
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$7.12M -$21.1K 1 0.16% Reduced
305
William Blair & Company
William Blair & Company
Illinois
$7.08M +$3.05M 2 0.05% Increased
306
Capital International Sarl
Capital International Sarl
California
$7.04M $0 1 0.71% Maintained
307
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$7.02M +$1.56M 2 0.06% Increased
308
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$7M -$390K 5 0.19% Reduced
309
BCM
Beddow Capital Management
Wyoming
$6.92M +$85.7K 2 2.88% Increased
310
Andra AP-fonden
Andra AP-fonden
Sweden
$6.82M -$727K 1 0.18% Reduced
311
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$6.8M +$390K 2 0.52% Increased
312
Wasatch Advisors
Wasatch Advisors
Utah
$6.79M +$1.96M 1 0.08% Increased
313
Utah Retirement Systems
Utah Retirement Systems
Utah
$6.79M +$689K 2 0.14% Increased
314
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.79M +$1.21M 4 0.02% Increased
315
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$6.7M +$161K 1 0.39% Increased
316
Marshall Wace North America
Marshall Wace North America
New York
$6.69M +$2.7M 2 0.04% Increased
317
BHTS
Bar Harbor Trust Services
Maine
$6.62M +$77.7K 1 3.6% Increased
318
Oppenheimer & Co
Oppenheimer & Co
New York
$6.53M +$1.37M 3 0.18% Increased
319
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6.48M +$741K 2 0.04% Increased
320
MC
Moors & Cabot
Massachusetts
$6.42M -$554K 3 0.86% Reduced
321
PCM
Palouse Capital Management
Washington
$6.34M -$100K 1 2.15% Reduced
322
Advisors Asset Management
Advisors Asset Management
Colorado
$6.12M +$1.02M 4 0.1% Increased
323
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$6.11M +$5.49M 3 0.31% Increased
324
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.07M +$1.79M 3 0.02% Increased
325
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$5.98M $0 1 0.02% Maintained