← 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
351
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$34.2M -$61.5K 1 0.13% Reduced
352
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$34.2M +$1.47M 3 0.11% Increased
353
MML Investors Services
MML Investors Services
Massachusetts
$34.2M +$5.8M 5 0.12% Increased
354
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$33.9M -$86.5K 3 0.1% Reduced
355
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$33.7M -$554K 4 0.61% Reduced
356
Sapient Capital
Sapient Capital
Indiana
$33.6M +$24.4M 2 0.64% Increased
357
Xponance
Xponance
Pennsylvania
$33.4M +$1.06M 3 0.3% Increased
358
Pathstone Holdings
Pathstone Holdings
New Jersey
$33.1M +$619K 5 0.15% Increased
359
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$33M +$2.47M 5 0.28% Increased
360
Citizens Financial Group
Citizens Financial Group
Rhode Island
$32.9M +$1.48M 2 0.64% Increased
361
ACG
Aventail Capital Group
New York
$32.9M +$586K 1 1.69% Increased
362
VARA
Value Aligned Research Advisors
New Jersey
$32.8M +$31.2M 1 8.96% New
363
New York Life Investment Management
New York Life Investment Management
New York
$32.3M +$1.28M 3 0.32% Increased
364
Groupama Asset Management
Groupama Asset Management
France
$32M +$27.3M 2 0.65% Increased
365
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$31.8M +$2.78M 4 0.48% Increased
366
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$31.6M -$537K 1 1.27% Reduced
367
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$31.6M +$33.4M 1 0.27% New
368
Oppenheimer & Co
Oppenheimer & Co
New York
$31.2M +$2.94M 5 0.47% Increased
369
Huntington National Bank
Huntington National Bank
Ohio
$31.2M -$296K 6 0.22% Reduced
370
VanEck Associates
VanEck Associates
New York
$30.9M +$25.8M 2 0.04% Increased
371
Driehaus Capital Management
Driehaus Capital Management
Illinois
$30.9M -$2.17M 2 0.25% Reduced
372
Hood River Capital Management
Hood River Capital Management
Florida
$30.8M -$5M 2 0.45% Reduced
373
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$30.7M +$1.35M 4 0.1% Increased
374
Advisors Capital Management
Advisors Capital Management
New Jersey
$30.6M -$5.24M 2 0.48% Reduced
375
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$30.6M -$5.07M 2 0.31% Reduced