← 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
Wedge Capital Management
Wedge Capital Management
North Carolina
$32.3M +$1.73M 1 0.34% Increased
102
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$32M +$4.93K 1 0.68% Increased
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$31.8M +$621K 4 0.11% Increased
104
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$31.5M -$572K 1 0.12% Reduced
105
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$31.1M -$122K 1 3.28% Reduced
106
SCM
SKBA Capital Management
California
$30.9M +$1.77M 1 2.65% Increased
107
Fidelity International
Fidelity International
Bermuda
$30.9M -$84.9M 1 0.11% Reduced
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$30.8M +$120K 3 0.12% Increased
109
Capital Research Global Investors
Capital Research Global Investors
California
$30.8M $0 1 0.01% Maintained
110
BlackRock Japan
BlackRock Japan
Japan
$29.9M +$1.55M 1 0.12% Increased
111
SG Americas Securities
SG Americas Securities
New York
$28.5M +$43.7M 2 0.17% Increased
112
JCM
Janney Capital Management
Pennsylvania
$27.2M +$273K 1 1.23% Increased
113
Voloridge Investment Management
Voloridge Investment Management
Florida
$27.1M +$31.1M 2 1.28% New
114
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26M +$17.8M 1 0.07% Increased
115
Adage Capital Partners
Adage Capital Partners
Massachusetts
$25.8M +$13.9M 1 0.07% Increased
116
Victory Capital Management
Victory Capital Management
Texas
$25.8M +$8.95M 2 0.11% Increased
117
Axa
Axa
France
$25.5M +$19.5M 1 0.1% Increased
118
First Trust Advisors
First Trust Advisors
Illinois
$25.3M -$2.35M 3 0.07% Reduced
119
RCM
Rutabaga Capital Management
Massachusetts
$24.9M +$6.32M 1 3.06% Increased
120
Renaissance Technologies
Renaissance Technologies
New York
$24.5M -$383K 5 0.06% Reduced
121
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.3M +$11.2M 5 0.06% Increased
122
Davenport & Co
Davenport & Co
Virginia
$24.3M +$675K 1 0.41% Increased
123
Nuveen
Nuveen
North Carolina
$22.7M -$174K 1 0.13% Reduced
124
Capital International
Capital International
California
$21.7M -$2.16M 1 1.44% Reduced
125
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$21.5M -$79.5K 1 0.19% Reduced