← 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
BA
Boston Advisors
Massachusetts
$34.1M +$2.52M 1 0.85% Increased
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$34.1M -$1.65M 1 0.14% Reduced
103
Stifel Financial
Stifel Financial
Missouri
$34.1M +$8.78M 2 0.16% Increased
104
Korea Investment Corp
Korea Investment Corp
South Korea
$33.8M +$5M 1 0.2% Increased
105
Davis Selected Advisers
Davis Selected Advisers
Arizona
$33.7M +$13.9M 1 0.15% Increased
106
Trillium Asset Management
Trillium Asset Management
Massachusetts
$33.3M +$122K 2 2.2% Increased
107
PIA
Piedmont Investment Advisors
North Carolina
$33.1M +$27.6M 1 0.68% Increased
108
Aperio Group
Aperio Group
California
$33M +$2.6M 2 0.26% Increased
109
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33M +$5.38M 1 0.09% Increased
110
Canada Life
Canada Life
Manitoba, Canada
$31.7M +$7.09M 3 0.1% Increased
111
JCM
Janney Capital Management
Pennsylvania
$31.6M -$190K 1 1.67% Reduced
112
KeyBank National Association
KeyBank National Association
Ohio
$30.5M -$1.57M 3 0.2% Reduced
113
Calamos Advisors
Calamos Advisors
Illinois
$30M +$173K 1 0.21% Increased
114
Victory Capital Management
Victory Capital Management
Texas
$29.6M -$5.03M 2 0.12% Reduced
115
Davenport & Co
Davenport & Co
Virginia
$29.4M +$464K 1 0.45% Increased
116
Zacks Investment Management
Zacks Investment Management
Illinois
$29.2M +$1.13M 1 0.89% Increased
117
AQR Capital Management
AQR Capital Management
Connecticut
$27.6M -$429K 3 0.05% Reduced
118
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$27.4M +$427K 1 0.69% Increased
119
Credit Agricole
Credit Agricole
France
$26.7M +$208K 2 0.1% Increased
120
Natixis Advisors
Natixis Advisors
Massachusetts
$26.1M +$4.37M 2 0.36% Increased
121
US Bancorp
US Bancorp
Minnesota
$25.6M +$5.26M 5 0.1% Increased
122
ALPS Advisors
ALPS Advisors
Colorado
$25.5M +$3.9M 1 0.23% Increased
123
Boston Partners
Boston Partners
Massachusetts
$25.5M +$2.49M 1 0.04% Increased
124
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$25.3M +$6.81M 1 0.22% Increased
125
Nuveen
Nuveen
North Carolina
$24.6M -$2.64M 1 0.15% Reduced