← 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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$48.7M -$11M 3 0.04% Reduced
102
Prudential Financial
Prudential Financial
New Jersey
$48.2M +$7.08M 4 0.07% Increased
103
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$47.8M +$47.7M 2 0.25% Increased
104
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$47.7M -$29.5M 2 0.12% Reduced
105
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$47.4M $0 1 1.51% Maintained
106
Aberdeen Group
Aberdeen Group
United Kingdom
$45.8M -$1.01M 2 0.1% Reduced
107
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$44M -$455K 2 0.16% Reduced
108
Natixis Advisors
Natixis Advisors
Massachusetts
$42.9M -$280K 3 0.35% Reduced
109
EIP
Easterly Investment Partners
Massachusetts
$41.9M -$59.6M 1 1.05% Reduced
110
NI
Nuance Investments
Missouri
$41.8M +$14.5M 1 1.77% Increased
111
TCW Group
TCW Group
California
$40.9M -$16.3M 1 0.43% Reduced
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.6M -$2.3M 5 0.05% Reduced
113
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$40.3M +$1.82M 2 0.28% Increased
114
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$40M +$24M 1 0.2% Increased
115
WIC
Willis Investment Counsel
Georgia
$39.9M +$7.1M 2 2.7% Increased
116
SAM
Scopus Asset Management
New York
$39.5M +$10.9M 2 1.13% Increased
117
ALPS Advisors
ALPS Advisors
Colorado
$38.9M -$1.3M 3 0.29% Reduced
118
Causeway Capital Management
Causeway Capital Management
California
$38.8M +$660K 1 0.42% Increased
119
Gotham Asset Management
Gotham Asset Management
New York
$38.6M -$4.96M 4 0.62% Reduced
120
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$38.4M +$971K 1 0.69% Increased
121
AMF Tjänstepension
AMF Tjänstepension
Sweden
$38.2M +$1.18M 1 0.37% Increased
122
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$37.1M -$9.75M 3 1.04% Reduced
123
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36.4M -$554K 1 0.18% Reduced
124
South Texas Money Management
South Texas Money Management
Texas
$35.6M -$706K 1 1.52% Reduced
125
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$35.2M -$1.72M 1 0.12% Reduced