← 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
Stifel Financial
Stifel Financial
Missouri
$60.7M +$6.22M 2 0.31% Increased
77
SCM
Snow Capital Management
Pennsylvania
$60.3M -$2.97M 1 1.77% Reduced
78
Great Lakes Advisors
Great Lakes Advisors
Illinois
$60.2M +$566K 1 1.83% Increased
79
American Century Companies
American Century Companies
Missouri
$60.1M -$10.5M 2 0.07% Reduced
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$60M -$3.43M 3 0.15% Reduced
81
ACM
Atlanta Capital Management
Georgia
$60M -$2.68M 1 0.41% Reduced
82
Federated Hermes
Federated Hermes
Pennsylvania
$59.4M +$18.3M 1 0.18% Increased
83
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$57.5M +$1.41M 1 0.39% Increased
84
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$56.9M +$4.3M 4 0.11% Increased
85
APG Asset Management
APG Asset Management
Netherlands
$54.9M +$7.35M 1 0.11% Increased
86
Swiss National Bank
Swiss National Bank
Switzerland
$52.6M +$2.25M 3 0.14% Increased
87
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52M +$4.36M 2 0.69% Increased
88
KeyBank National Association
KeyBank National Association
Ohio
$51.1M -$2.14M 3 0.34% Reduced
89
Lazard Asset Management
Lazard Asset Management
New York
$50.8M -$13M 1 0.11% Reduced
90
HI
Honeywell International
North Carolina
$50.5M -$10.1M 1 1.23% Reduced
91
Principal Financial Group
Principal Financial Group
Iowa
$48.6M -$691K 3 0.07% Reduced
92
Eaton Vance Management
Eaton Vance Management
Massachusetts
$47.7M +$19.7M 1 0.15% Increased
93
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$47.6M +$48.8K 2 0.7% Increased
94
Raymond James & Associates
Raymond James & Associates
Florida
$47.5M +$7.73M 2 0.18% Increased
95
Discovery Capital Management
Discovery Capital Management
Connecticut
$46.8M +$49M 1 0.55% New
96
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$46.3M -$2.23M 1 0.61% Reduced
97
SCCM
Schafer Cullen Capital Management
New York
$45.7M -$951K 2 0.47% Reduced
98
CIP
Champlain Investment Partners
Vermont
$45.7M -$770K 1 0.72% Reduced
99
Guggenheim Capital
Guggenheim Capital
Illinois
$45.2M +$4.05M 3 0.11% Increased
100
Citigroup
Citigroup
New York
$44.7M +$35.8M 5 0.04% Increased