← 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
Fred Alger Management
Fred Alger Management
New York
$57M -$4.55M 1 0.3% Reduced
77
APG Asset Management
APG Asset Management
Netherlands
$54.7M +$5.55M 1 0.1% Increased
78
Miller Howard Investments
Miller Howard Investments
New York
$54.2M -$3.75M 1 0.97% Reduced
79
NFA
Nationwide Fund Advisors
Ohio
$53.6M +$16M 4 0.23% Increased
80
SCM
Snow Capital Management
Pennsylvania
$51.4M -$21.8M 1 2.42% Reduced
81
Regions Financial Corp
Regions Financial Corp
Alabama
$50.1M +$48.9M 1 0.65% Increased
82
Teachers Advisors
Teachers Advisors
New York
$49.5M +$5.82M 4 0.09% Increased
83
Principal Financial Group
Principal Financial Group
Iowa
$47.8M +$817K 3 0.07% Increased
84
Great Lakes Advisors
Great Lakes Advisors
Illinois
$45.9M -$3.81M 1 1.25% Reduced
85
American Century Companies
American Century Companies
Missouri
$45.6M -$34.7M 1 0.05% Reduced
86
First Trust Advisors
First Trust Advisors
Illinois
$44.6M +$7.63M 3 0.14% Increased
87
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43.9M +$27.2M 2 0.14% Increased
88
CIP
Champlain Investment Partners
Vermont
$43.7M +$4.1M 1 0.75% Increased
89
Renaissance Technologies
Renaissance Technologies
New York
$43.5M +$21.8M 5 0.08% Increased
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$43.2M +$4.81M 4 0.13% Increased
91
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$43.1M -$2.46M 1 0.57% Reduced
92
Guggenheim Capital
Guggenheim Capital
Illinois
$41.2M -$568K 3 0.13% Reduced
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$41.1M +$6.67M 3 0.13% Increased
94
Numeric Investors
Numeric Investors
Massachusetts
$40.1M +$21.7M 2 0.36% Increased
95
STRS Ohio
STRS Ohio
Ohio
$37.4M -$17.1M 2 0.17% Reduced
96
SFM
Systematic Financial Management
New Jersey
$37.2M +$8.4M 1 0.51% Increased
97
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$36M $0 1 0.85% Maintained
98
Wedge Capital Management
Wedge Capital Management
North Carolina
$35.6M -$863K 1 0.37% Reduced
99
BlackRock Japan
BlackRock Japan
Japan
$35.5M +$1.13M 1 0.13% Increased
100
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$34.4M -$7.94M 1 0.7% Reduced