← 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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42.3M +$667K 1 0.73% Increased
102
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.7M +$28.1M 3 0.39% Increased
103
Barclays
Barclays
United Kingdom
$40.9M +$6.44M 7 0.03% Increased
104
Regions Financial Corp
Regions Financial Corp
Alabama
$40.5M -$31.9M 2 0.47% Reduced
105
Millennium Management
Millennium Management
New York
$40.3M +$20M 5 0.06% Increased
106
CIP
Champlain Investment Partners
Vermont
$40.2M -$5.83M 1 0.29% Reduced
107
Axa
Axa
France
$38.6M -$4.18M 2 0.15% Reduced
108
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36.9M +$406K 1 0.21% Increased
109
Achmea Investment Management
Achmea Investment Management
Netherlands
$36.8M -$658K 2 1.25% Reduced
110
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$36.6M +$2.5M 3 0.37% Increased
111
River Road Asset Management
River Road Asset Management
Kentucky
$35.9M +$5.41M 1 0.62% Increased
112
NIMC
NWQ Investment Management Company
California
$34.9M +$10.8M 2 1.17% Increased
113
LSV Asset Management
LSV Asset Management
Illinois
$34.4M -$221M 1 0.07% Reduced
114
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$33.1M +$163K 1 0.62% Increased
115
ORIO
Old Republic International (ORI)
Illinois
$33.1M $0 1 0.94% Maintained
116
Commerce Bank
Commerce Bank
Missouri
$32.9M +$496K 2 0.32% Increased
117
STRS Ohio
STRS Ohio
Ohio
$32.8M +$1.96M 4 0.14% Increased
118
AIG
American International Group
New York
$32.6M -$723K 5 0.16% Reduced
119
SAM
Scopus Asset Management
New York
$32M +$15.3M 1 0.91% Increased
120
Causeway Capital Management
Causeway Capital Management
California
$31.8M -$4.04M 1 0.57% Reduced
121
Panagora Asset Management
Panagora Asset Management
Massachusetts
$31.6M -$37.7M 4 0.2% Reduced
122
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$30.8M -$667K 1 0.26% Reduced
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$30.1M +$3.09M 2 0.08% Increased
124
Glenmede Trust
Glenmede Trust
Pennsylvania
$30M -$11.5M 5 0.18% Reduced
125
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$29.1M +$13M 1 0.42% Increased