← 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
$42.3M -$4.24M 1 0.39% Reduced
102
Davis Selected Advisers
Davis Selected Advisers
Arizona
$41M +$75.2K 1 0.17% Increased
103
Davenport & Co
Davenport & Co
Virginia
$40.8M -$27.8K 1 0.52% Reduced
104
NFA
Nationwide Fund Advisors
Ohio
$37.4M +$159K 4 0.15% Increased
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$36.9M +$1.99M 1 0.11% Increased
106
Victory Capital Management
Victory Capital Management
Texas
$36.1M -$1.25M 2 0.08% Reduced
107
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$35.3M -$5.32M 1 0.27% Reduced
108
JCM
Janney Capital Management
Pennsylvania
$35M -$721K 2 1.51% Reduced
109
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$34.7M -$963K 1 0.72% Reduced
110
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.4M +$3.34M 1 0.1% Increased
111
Calamos Advisors
Calamos Advisors
Illinois
$34.3M -$1.25M 1 0.27% Reduced
112
Natixis Advisors
Natixis Advisors
Massachusetts
$33.9M -$199K 2 0.36% Reduced
113
STRS Ohio
STRS Ohio
Ohio
$33.2M $0 2 0.14% Maintained
114
US Bancorp
US Bancorp
Minnesota
$33.1M -$1.13M 5 0.11% Reduced
115
KeyBank National Association
KeyBank National Association
Ohio
$32.2M -$1M 3 0.19% Reduced
116
South Texas Money Management
South Texas Money Management
Texas
$30.7M -$330K 1 1.46% Reduced
117
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30M $0 1 0.14% Maintained
118
Glenmede Trust
Glenmede Trust
Pennsylvania
$29.4M +$2.3M 3 0.13% Increased
119
Causeway Capital Management
Causeway Capital Management
California
$29M +$1.06M 1 0.33% Increased
120
ORIO
Old Republic International (ORI)
Illinois
$29M $0 1 0.96% Maintained
121
Bank of Montreal
Bank of Montreal
Ontario, Canada
$29M +$3.9M 4 0.03% Increased
122
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$28.9M +$13.6M 1 0.06% Increased
123
Aberdeen Group
Aberdeen Group
United Kingdom
$28.8M +$28.3M 1 0.05% New
124
TD Asset Management
TD Asset Management
Ontario, Canada
$28.6M -$354K 1 0.04% Reduced
125
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$28.2M -$82.8K 1 2.44% Reduced