← 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
51
Silvercrest Asset Management
Silvercrest Asset Management
New York
$94.3M +$1.18M 2 1.01% Increased
52
SCCM
Schafer Cullen Capital Management
New York
$85M +$386K 2 1.09% Increased
53
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$82.8M +$3.65M 2 0.52% Increased
54
First Trust Advisors
First Trust Advisors
Illinois
$82.4M +$3.7M 4 0.23% Increased
55
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$81.3M -$21.4M 1 0.24% Reduced
56
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$78.2M -$515K 2 0.01% Reduced
57
APG Asset Management
APG Asset Management
Netherlands
$76.3M -$3.79M 1 0.14% Reduced
58
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$75.3M -$2.73M 5 0.08% Reduced
59
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$75.3M -$5.59M 1 0.15% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$74.9M -$4.3M 5 0.12% Reduced
61
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$74.6M +$73.1M 2 0.27% New
62
USAA
United Services Automobile Association
Texas
$73.7M -$8.81M 1 0.23% Reduced
63
USSCPF
United States Steel & Carnegie Pension Fund
New York
$73.3M -$9.66M 1 2.3% Reduced
64
VFA
Virtus Fund Advisers
Connecticut
$73.2M -$1.65M 1 0.69% Reduced
65
Regions Financial Corp
Regions Financial Corp
Alabama
$73M +$724K 1 0.86% Increased
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$73M -$3.06M 4 0.15% Reduced
67
Homestead Advisers
Homestead Advisers
Virginia
$72.2M $0 1 1.15% Maintained
68
Federated Hermes
Federated Hermes
Pennsylvania
$71.8M +$4.95M 1 0.2% Increased
69
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$68.2M +$3.2M 1 0.15% Increased
70
Prudential Financial
Prudential Financial
New Jersey
$66.4M -$1.46M 3 0.1% Reduced
71
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$66.4M -$2.55M 3 0.17% Reduced
72
CIP
Champlain Investment Partners
Vermont
$62.1M +$2.38M 1 0.82% Increased
73
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$61.2M +$2.61M 4 0.14% Increased
74
Miller Howard Investments
Miller Howard Investments
New York
$60.4M -$579K 1 1.17% Reduced
75
Principal Financial Group
Principal Financial Group
Iowa
$60.1M -$12.4M 3 0.07% Reduced