← 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
76
SCM
Snow Capital Management
Pennsylvania
$69.3M +$7.49M 1 3.09% Increased
77
Gabelli Funds
Gabelli Funds
New York
$65.6M -$8.14M 3 0.37% Reduced
78
1832 Asset Management
1832 Asset Management
Ontario, Canada
$65.6M +$12M 2 0.29% Increased
79
Teachers Advisors
Teachers Advisors
New York
$65.4M -$28.9M 4 0.16% Reduced
80
GC
GMT Capital
Georgia
$63.5M -$12.2M 1 1.46% Reduced
81
Great Lakes Advisors
Great Lakes Advisors
Illinois
$63.3M -$464K 1 2.84% Reduced
82
Lazard Asset Management
Lazard Asset Management
New York
$63M +$61.5M 2 0.15% Increased
83
NFA
Nationwide Fund Advisors
Ohio
$61.4M -$12.5M 5 0.28% Reduced
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$61.1M +$1.86M 4 0.18% Increased
85
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$59.2M +$135K 5 0.18% Increased
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$57.7M -$1.21M 4 0.19% Reduced
87
Prudential Financial
Prudential Financial
New Jersey
$53.9M +$737K 3 0.11% Increased
88
Sit Investment Associates
Sit Investment Associates
Minnesota
$53.8M +$3.04M 1 1.03% Increased
89
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$53.8M $0 1 0.85% Maintained
90
CI Investments Inc
CI Investments Inc
Ontario, Canada
$53.6M -$1.14M 1 0.6% Reduced
91
Citadel Advisors
Citadel Advisors
Florida
$53.6M -$51.7M 4 0.08% Reduced
92
SAM
Scopus Asset Management
New York
$53.1M +$16.6M 1 1.33% Increased
93
Comerica Bank
Comerica Bank
Texas
$48.7M +$1.91M 4 0.34% Increased
94
Federated Hermes
Federated Hermes
Pennsylvania
$48.7M +$8.27M 2 0.19% Increased
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
$48.5M $0 1 0.14% Maintained
96
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.1M +$46M 5 0.08% Increased
97
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$48.1M +$1.04M 5 0.13% Increased
98
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.6M +$1.25M 1 0.26% Increased
99
ACM
Argent Capital Management
Missouri
$47.3M -$562K 1 2.88% Reduced
100
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$46.7M +$120K 1 0.4% Increased