← 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
SAM
Sentinel Asset Management
Vermont
$28.4M +$5.21M 1 0.59% Increased
127
Nomura Asset Management
Nomura Asset Management
Japan
$28M -$163K 1 0.49% Reduced
128
Davenport & Co
Davenport & Co
Virginia
$27.5M +$929K 1 0.48% Increased
129
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27M +$11.7M 1 0.07% Increased
130
Capital International Sarl
Capital International Sarl
California
$26.6M -$1.84M 1 1.58% Reduced
131
Regions Financial Corp
Regions Financial Corp
Alabama
$26.5M +$460K 2 0.33% Increased
132
Silvercrest Asset Management
Silvercrest Asset Management
New York
$26.1M +$352K 1 0.4% Increased
133
MAA
Matrix Asset Advisors
New York
$25.8M +$4.23M 1 3.01% Increased
134
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.8M +$455K 1 0.14% Increased
135
US Bancorp
US Bancorp
Minnesota
$25.7M -$5.1M 5 0.1% Reduced
136
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$25.2M +$1.26M 1 1.1% Increased
137
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$25.2M +$24.1M 1 0.28% Increased
138
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$25.1M -$345K 2 1.07% Reduced
139
Chevy Chase Trust
Chevy Chase Trust
Maryland
$24.7M +$1M 2 0.16% Increased
140
First Trust Advisors
First Trust Advisors
Illinois
$24.4M -$3.21M 5 0.1% Reduced
141
EA
Euclid Advisors
Connecticut
$24.1M +$3.37M 1 0.17% Increased
142
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$23.7M +$3.04M 1 0.16% Increased
143
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.6M -$160K 2 0.2% Reduced
144
PGGM Investments
PGGM Investments
Netherlands
$23.5M +$834K 1 0.11% Increased
145
Canada Life
Canada Life
Manitoba, Canada
$23M -$3.64M 3 0.08% Reduced
146
Artisan Partners
Artisan Partners
Wisconsin
$22.7M +$31M 1 0.04% New
147
Credit Agricole
Credit Agricole
France
$22.5M -$105K 2 0.1% Reduced
148
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$22.4M +$2.18M 1 0.91% Increased
149
Allstate Corporation
Allstate Corporation
Illinois
$22.2M -$1.46M 1 1.01% Reduced
150
Pinnacle Associates
Pinnacle Associates
New York
$22M +$35.2K 2 0.45% Increased