← 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$36.7M -$763K 1 0.14% Reduced
102
Credit Agricole
Credit Agricole
France
$36M +$6.28M 2 0.12% Increased
103
Canada Life
Canada Life
Manitoba, Canada
$35.8M +$932K 3 0.1% Increased
104
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$35.8M +$10.3M 1 0.07% Increased
105
American Century Companies
American Century Companies
Missouri
$35.7M -$14.3M 1 0.04% Reduced
106
Zacks Investment Management
Zacks Investment Management
Illinois
$35.4M +$3.17M 2 1% Increased
107
JCM
Janney Capital Management
Pennsylvania
$33.7M -$1.07M 1 1.52% Reduced
108
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$33.5M +$25.2M 1 0.03% Increased
109
Davenport & Co
Davenport & Co
Virginia
$33.3M +$944K 1 0.49% Increased
110
Fred Alger Management
Fred Alger Management
New York
$33.2M -$29.1M 1 0.17% Reduced
111
Calamos Advisors
Calamos Advisors
Illinois
$32.8M -$148K 1 0.23% Reduced
112
PIA
Piedmont Investment Advisors
North Carolina
$32.4M -$3.99M 1 0.7% Reduced
113
ALPS Advisors
ALPS Advisors
Colorado
$32M +$3.82M 1 0.26% Increased
114
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.8M -$5.87M 1 0.67% Reduced
115
US Bancorp
US Bancorp
Minnesota
$31.6M +$3.22M 5 0.12% Increased
116
Numeric Investors
Numeric Investors
Massachusetts
$30.9M -$12.2M 2 0.29% Reduced
117
Natixis Advisors
Natixis Advisors
Massachusetts
$30.7M +$1.58M 2 0.4% Increased
118
KeyBank National Association
KeyBank National Association
Ohio
$30.7M -$2.92M 3 0.19% Reduced
119
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.6M +$22.4M 1 0.11% Increased
120
Trillium Asset Management
Trillium Asset Management
Massachusetts
$30.6M -$6.31M 2 1.96% Reduced
121
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$30.1M +$776 1 0.75% Increased
122
Victory Capital Management
Victory Capital Management
Texas
$29.6M -$3.31M 2 0.08% Reduced
123
TD Asset Management
TD Asset Management
Ontario, Canada
$27.7M +$1.5M 1 0.05% Increased
124
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.1M -$715K 1 0.24% Reduced
125
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$27.1M +$5.15M 2 0.24% Increased