← 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
SCCM
Schafer Cullen Capital Management
New York
$47.2M +$3.46M 2 0.47% Increased
102
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.8M +$40.9M 1 0.29% Increased
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$42.8M -$4.11M 3 0.15% Reduced
104
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$42.3M +$4.08M 1 0.64% Increased
105
Federated Hermes
Federated Hermes
Pennsylvania
$42.2M +$36.4M 2 0.13% Increased
106
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$42M +$598K 1 0.06% Increased
107
Guggenheim Capital
Guggenheim Capital
Illinois
$41.6M -$8.78M 4 0.1% Reduced
108
Capital Research Global Investors
Capital Research Global Investors
California
$40.8M $0 1 0.01% Maintained
109
Raymond James & Associates
Raymond James & Associates
Florida
$40.4M +$7.78M 2 0.18% Increased
110
SCM
SKBA Capital Management
California
$38.9M $0 1 3.02% Maintained
111
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$38.4M $0 1 0.63% Maintained
112
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$37.8M +$437K 3 0.2% Increased
113
HSBC Holdings
HSBC Holdings
United Kingdom
$37.1M +$283K 2 0.07% Increased
114
BlackRock Japan
BlackRock Japan
Japan
$37.1M -$1.46M 1 0.15% Reduced
115
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$36.2M +$30M 1 0.22% Increased
116
JCM
Janney Capital Management
Pennsylvania
$35.3M +$708K 1 1.18% Increased
117
GC
GMT Capital
Georgia
$35M -$6.24M 1 0.85% Reduced
118
Putnam Investments
Putnam Investments
Massachusetts
$34.7M -$58.3M 2 0.07% Reduced
119
Wedge Capital Management
Wedge Capital Management
North Carolina
$34.5M -$2.27M 1 0.35% Reduced
120
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$34M +$2.53M 1 0.13% Increased
121
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$33.7M +$18.7M 1 2.76% Increased
122
Gotham Asset Management
Gotham Asset Management
New York
$32.3M -$15.6M 2 0.25% Reduced
123
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$31.5M -$36M 1 0.74% Reduced
124
Capital International
Capital International
California
$31.1M +$442K 2 1.9% Increased
125
Nuveen
Nuveen
North Carolina
$30.9M -$810K 1 0.17% Reduced