← 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
AllianceBernstein
AllianceBernstein
Tennessee
$65M -$1.46M 4 0.05% Reduced
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$64.9M +$571K 3 0.15% Increased
78
SCM
Snow Capital Management
Pennsylvania
$64.6M +$6.63M 1 1.94% Increased
79
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$63.5M +$61.6M 1 1.41% New
80
Great Lakes Advisors
Great Lakes Advisors
Illinois
$62.7M +$1.12M 1 1.95% Increased
81
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$62.5M +$3.48M 1 0.67% Increased
82
KeyBank National Association
KeyBank National Association
Ohio
$62.1M -$5.39M 3 0.41% Reduced
83
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61.8M +$59.9M 1 0.57% New
84
Teachers Advisors
Teachers Advisors
New York
$61.8M +$14.7M 3 0.12% Increased
85
Hamlin Capital Management
Hamlin Capital Management
New York
$61.6M +$17.8M 1 3.44% Increased
86
Stifel Financial
Stifel Financial
Missouri
$58.1M +$42.6M 2 0.32% Increased
87
Miller Howard Investments
Miller Howard Investments
New York
$57.7M -$3.74M 1 0.89% Reduced
88
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$55.3M +$1.4M 1 0.19% Increased
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$53.6M -$560K 4 0.16% Reduced
90
Folketrygdfondet
Folketrygdfondet
Norway
$53.5M +$54.7M 1 1.46% New
91
UBS Group
UBS Group
Switzerland
$52M +$51.1M 4 0.04% New
92
Guggenheim Capital
Guggenheim Capital
Illinois
$50.7M +$12.5M 4 0.13% Increased
93
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$48.8M $0 1 0.66% Maintained
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$48.8M -$482K 1 0.12% Reduced
95
Principal Financial Group
Principal Financial Group
Iowa
$48.3M +$1.62M 3 0.08% Increased
96
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$48M +$1.08M 4 0.1% Increased
97
Gotham Asset Management
Gotham Asset Management
New York
$47.9M +$36.3M 2 0.39% Increased
98
APG Asset Management
APG Asset Management
Netherlands
$47.9M -$314K 1 0.09% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$47M -$241K 3 0.15% Reduced
100
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$44M -$1.14M 1 0.6% Reduced