← 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
Capital International
Capital International
California
$30.7M -$2.41M 2 1.87% Reduced
127
Nomura Asset Management
Nomura Asset Management
Japan
$30.6M +$346K 1 0.53% Increased
128
Davenport & Co
Davenport & Co
Virginia
$29.7M +$248K 1 0.48% Increased
129
Korea Investment Corp
Korea Investment Corp
South Korea
$29.7M -$5.59M 1 0.24% Reduced
130
MAA
Matrix Asset Advisors
New York
$29.5M +$1.74M 1 3.33% Increased
131
First Trust Advisors
First Trust Advisors
Illinois
$28.8M +$2.31M 4 0.1% Increased
132
Artisan Partners
Artisan Partners
Wisconsin
$28.7M +$1.32M 1 0.05% Increased
133
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$28.6M +$3.13M 1 0.19% Increased
134
HCCM
Herring Creek Capital Management
Connecticut
$27.8M +$5.49M 1 5.6% Increased
135
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$27.7M -$31.6K 1 0.15% Reduced
136
Clal Insurance
Clal Insurance
Israel
$27.7M +$28.3M 1 0.66% New
137
Capital International Sarl
Capital International Sarl
California
$27.3M -$1.14M 1 1.69% Reduced
138
SAM
Sentinel Asset Management
Vermont
$27.3M +$560K 1 0.57% Increased
139
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.1M -$11.3M 1 0.22% Reduced
140
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$26.5M -$322K 1 1.07% Reduced
141
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$26.3M +$2.78M 1 0.71% Increased
142
Chevy Chase Trust
Chevy Chase Trust
Maryland
$26M -$325K 2 0.16% Reduced
143
US Bancorp
US Bancorp
Minnesota
$25.6M -$1.77M 5 0.1% Reduced
144
PGGM Investments
PGGM Investments
Netherlands
$25.6M +$350K 1 0.11% Increased
145
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$25M -$281K 2 0.21% Reduced
146
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$24.9M +$821K 1 0.96% Increased
147
Silvercrest Asset Management
Silvercrest Asset Management
New York
$24.7M -$2.51M 1 0.36% Reduced
148
Canada Life
Canada Life
Manitoba, Canada
$24M -$565K 3 0.08% Reduced
149
Pinnacle Associates
Pinnacle Associates
New York
$23.7M +$304K 2 0.46% Increased
150
Credit Agricole
Credit Agricole
France
$23.2M +$264K 2 0.1% Increased