← 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
126
RIG
Roosevelt Investment Group
New York
$28.8M +$28.1M 1 1.28% New
127
Capital International Inc
Capital International Inc
California
$28.2M -$21.7M 1 1.25% Reduced
128
VOYA Investment Management
VOYA Investment Management
Georgia
$28.1M -$421K 4 0.07% Reduced
129
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28M +$238K 2 0.85% Increased
130
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$27.7M +$15K 4 0.26% Increased
131
DCCA
D.C. Capital Advisors
New York
$27.5M -$6.72M 1 11.04% Reduced
132
Alyeska Investment Group
Alyeska Investment Group
Illinois
$27.5M -$2.01M 1 1.12% Reduced
133
Guggenheim Capital
Guggenheim Capital
Illinois
$27.4M +$3.3M 4 0.1% Increased
134
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$27.4M +$240K 1 0.17% Increased
135
HSBC Holdings
HSBC Holdings
United Kingdom
$27.2M -$3.24M 2 0.07% Reduced
136
1919 Investment Counsel
1919 Investment Counsel
Maryland
$26.9M +$11.7M 2 0.6% Increased
137
Davenport & Co
Davenport & Co
Virginia
$26.5M +$329K 1 0.55% Increased
138
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.1M -$2.14M 1 0.07% Reduced
139
Chevy Chase Trust
Chevy Chase Trust
Maryland
$25.5M +$687K 2 0.21% Increased
140
Pinnacle Associates
Pinnacle Associates
New York
$25.3M -$234K 2 0.52% Reduced
141
BCM
Beddow Capital Management
Wyoming
$25.3M -$80.1K 2 7.54% Reduced
142
VDBMI
Van Den Berg Management I
Texas
$25.3M -$248K 1 2.05% Reduced
143
Citigroup
Citigroup
New York
$25.3M -$3.55M 5 0.02% Reduced
144
Samlyn Capital
Samlyn Capital
New York
$25.1M +$24.5M 1 0.7% New
145
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$25.1M -$1.87M 1 0.98% Reduced
146
Two Sigma Investments
Two Sigma Investments
New York
$24.9M +$1.61M 3 0.16% Increased
147
Lyrical Asset Management
Lyrical Asset Management
New York
$24.8M +$5.22M 1 2.91% Increased
148
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$24.7M +$8.16M 2 1.22% Increased
149
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$24.4M -$4.21M 2 0.05% Reduced
150
OC
Oakmont Corp
California
$23.7M +$23.1M 1 5.42% New
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