← 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
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$49.6M +$3.22M 3 0.12% Increased
352
MAI Capital Management
MAI Capital Management
Ohio
$49.6M +$5.87M 6 0.29% Increased
353
Trillium Asset Management
Trillium Asset Management
Massachusetts
$49.4M -$20.4M 3 1.51% Reduced
354
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$49.1M +$13.6M 6 0.13% Increased
355
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$48.7M -$2.98M 5 0.37% Reduced
356
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$48.2M +$5.66M 3 0.29% Increased
357
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$48M +$35.6M 1 0.84% Increased
358
Pinnacle Associates
Pinnacle Associates
New York
$47.6M +$2.55M 3 0.61% Increased
359
Natixis
Natixis
France
$47.4M -$31.8M 3 0.17% Reduced
360
IFM Investors
IFM Investors
Australia
$46.9M +$14.5M 2 0.39% Increased
361
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$45.9M +$3.57M 3 0.56% Increased
362
Castleark Management
Castleark Management
Illinois
$45.6M -$6.55M 3 1.34% Reduced
363
Mutual of America Capital Management
Mutual of America Capital Management
New York
$45.4M +$2.37M 5 0.48% Increased
364
Clear Street
Clear Street
New York
$45.3M +$14.1M 1 0.17% Increased
365
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$45.2M -$5.63M 2 0.73% Reduced
366
DAM
Delta Asset Management
Tennessee
$45.2M -$442K 2 3.89% Reduced
367
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$45.1M +$49.2M 4 0.34% New
368
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$45M -$14.5M 2 0.49% Reduced
369
Macquarie Group
Macquarie Group
Australia
$44.7M -$215M 2 0.2% Reduced
370
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$44.2M +$433K 1 0.22% Increased
371
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$44M +$38.8M 3 0.51% Increased
372
OMG
One Madison Group
New York
$43.1M -$2.44M 1 4.98% Reduced
373
Yousif Capital Management
Yousif Capital Management
Michigan
$43.1M -$2.26M 6 0.47% Reduced
374
Glenmede Trust
Glenmede Trust
Pennsylvania
$42.9M +$46.2M 2 0.2% New
375
SWM
Segment Wealth Management
Texas
$42.7M -$864K 1 2.48% Reduced