← 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
101
Hamlin Capital Management
Hamlin Capital Management
New York
$40.4M +$4.56M 1 2.42% Increased
102
Capital Research Global Investors
Capital Research Global Investors
California
$38M $0 1 0.01% Maintained
103
Two Sigma Investments
Two Sigma Investments
New York
$38M +$26.1M 3 0.17% Increased
104
Gabelli Funds
Gabelli Funds
New York
$37.2M -$1.14M 3 0.19% Reduced
105
Guggenheim Capital
Guggenheim Capital
Illinois
$36.4M +$2.08M 4 0.09% Increased
106
HSBC Holdings
HSBC Holdings
United Kingdom
$36.2M +$2.04M 2 0.08% Increased
107
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$36.2M -$2.07M 1 0.29% Reduced
108
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36.1M +$24.4M 2 0.09% Increased
109
Wedge Capital Management
Wedge Capital Management
North Carolina
$35M -$1.14M 1 0.37% Reduced
110
CIP
Champlain Investment Partners
Vermont
$33.6M -$959K 1 0.58% Reduced
111
BlackRock Japan
BlackRock Japan
Japan
$33.4M +$2.73M 1 0.14% Increased
112
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33.3M +$9.72M 1 0.5% Increased
113
SCM
SKBA Capital Management
California
$33.3M +$6.96M 1 2.76% Increased
114
Korea Investment Corp
Korea Investment Corp
South Korea
$33.1M +$8.69M 1 0.27% Increased
115
Royce & Associates
Royce & Associates
New York
$33M -$21.6M 2 0.11% Reduced
116
1919 Investment Counsel
1919 Investment Counsel
Maryland
$32.6M +$472K 2 0.67% Increased
117
Barclays
Barclays
United Kingdom
$32.5M +$3.01M 5 0.03% Increased
118
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$31.3M +$34.6M 3 1.05% Increased
119
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$31.2M -$8.35M 2 0.04% Reduced
120
Capital International
Capital International
California
$31M -$56.7K 2 1.93% Reduced
121
JCM
Janney Capital Management
Pennsylvania
$30.6M +$34.2M 1 1.85% New
122
Swiss National Bank
Swiss National Bank
Switzerland
$30.6M -$475K 3 0.12% Reduced
123
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$29.3M +$11.5M 1 0.12% Increased
124
NFA
Nationwide Fund Advisors
Ohio
$29.3M -$1.02M 5 0.12% Reduced
125
Nuveen
Nuveen
North Carolina
$29.1M -$2.06M 1 0.18% Reduced