← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$51.6M +$6.17M 2 0.79% Increased
77
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$50.9M +$1.21M 3 0.14% Increased
78
Prudential plc
Prudential plc
United Kingdom
$49M -$93.2M 1 0.21% Reduced
79
CIP
Champlain Investment Partners
Vermont
$49M +$5.96M 1 0.86% Increased
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$47.4M +$1.53M 3 0.12% Increased
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$46.7M +$2.38M 4 0.09% Increased
82
Swiss National Bank
Swiss National Bank
Switzerland
$44.5M +$4.85M 3 0.11% Increased
83
SCM
Snow Capital Management
Pennsylvania
$44.3M -$1.79M 1 1.58% Reduced
84
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$42.8M +$3.9M 1 0.82% Increased
85
APG Asset Management
APG Asset Management
Netherlands
$42.3M +$684K 1 0.1% Increased
86
Calamos Advisors
Calamos Advisors
Illinois
$41.6M -$34M 1 0.29% Reduced
87
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$41.5M +$4.78M 2 0.74% Increased
88
SCCM
Schafer Cullen Capital Management
New York
$40.1M +$2.48M 2 0.46% Increased
89
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$39.7M +$436K 1 0.57% Increased
90
Stifel Financial
Stifel Financial
Missouri
$39.4M -$8.69M 2 0.22% Reduced
91
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$39.1M +$4.43M 1 0.53% Increased
92
Principal Financial Group
Principal Financial Group
Iowa
$38.7M +$458K 3 0.06% Increased
93
Teachers Advisors
Teachers Advisors
New York
$37.8M -$21M 3 0.08% Reduced
94
CI Investments Inc
CI Investments Inc
Ontario, Canada
$37.5M -$28.8M 1 0.49% Reduced
95
HI
Honeywell International
North Carolina
$36.2M -$2.51M 1 0.98% Reduced
96
Guggenheim Capital
Guggenheim Capital
Illinois
$35.6M +$408K 3 0.11% Increased
97
KeyBank National Association
KeyBank National Association
Ohio
$34M -$5.91M 3 0.24% Reduced
98
Baird Financial Group
Baird Financial Group
Wisconsin
$33.1M +$1.63M 2 0.35% Increased
99
1832 Asset Management
1832 Asset Management
Ontario, Canada
$33M +$8.71M 2 0.14% Increased
100
Trillium Asset Management
Trillium Asset Management
Massachusetts
$33M +$11.1M 2 2.31% Increased