← 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
CIP
Champlain Investment Partners
Vermont
$63.4M -$3.25M 1 0.33% Reduced
102
Rockefeller Capital Management
Rockefeller Capital Management
New York
$61.9M +$2.25M 6 0.3% Increased
103
Chevy Chase Trust
Chevy Chase Trust
Maryland
$58.8M +$24M 2 0.2% Increased
104
TW
Transform Wealth
Colorado
$57.7M +$103K 2 6.47% Increased
105
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$56.7M +$610K 1 1.56% Increased
106
US Bancorp
US Bancorp
Minnesota
$56.3M -$1.97M 6 0.09% Reduced
107
Canada Life
Canada Life
Manitoba, Canada
$55.5M -$10.4M 3 0.12% Reduced
108
Millennium Management
Millennium Management
New York
$53.9M -$26M 6 0.03% Reduced
109
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$53.7M -$3.4M 4 0.21% Reduced
110
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$53.5M +$45.2M 1 0.4% Increased
111
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$53.3M +$1.1M 2 0.23% Increased
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$52.8M +$19M 4 0.11% Increased
113
Homestead Advisers
Homestead Advisers
Virginia
$52.2M -$861K 1 1.28% Reduced
114
KBC Group
KBC Group
Belgium
$51M -$7.24M 3 0.2% Reduced
115
Adage Capital Partners
Adage Capital Partners
Massachusetts
$49.5M -$10.6M 1 0.09% Reduced
116
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.5M -$1.75M 1 0.67% Reduced
117
IP
Interval Partners
New York
$49.1M +$12.4M 1 2.39% Increased
118
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.3M -$8.21M 4 0.03% Reduced
119
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48.1M -$447K 3 0.06% Reduced
120
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$47.8M +$7.04M 1 0.83% Increased
121
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$47.6M -$10.3M 1 0.06% Reduced
122
Regions Financial Corp
Regions Financial Corp
Alabama
$47M -$882K 2 0.38% Reduced
123
ORIO
Old Republic International (ORI)
Illinois
$47M -$10.7M 1 0.95% Reduced
124
HighTower Advisors
HighTower Advisors
Illinois
$46.3M +$5.29M 4 0.1% Increased
125
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$45.7M +$874K 1 0.29% Increased