← 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
Davenport & Co
Davenport & Co
Virginia
$30.9M +$1.12M 1 0.47% Increased
127
MAA
Matrix Asset Advisors
New York
$29.8M +$305K 1 3.45% Increased
128
Gabelli Funds
Gabelli Funds
New York
$29.1M -$6.83M 3 0.15% Reduced
129
Eaton Vance Management
Eaton Vance Management
Massachusetts
$29M -$11.7M 1 0.09% Reduced
130
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$28.7M +$1.57M 1 0.24% Increased
131
Nomura Asset Management
Nomura Asset Management
Japan
$28M -$2.34M 1 0.5% Reduced
132
BAPIM
British Airways Pensions Investment Management
United Kingdom
$27.7M +$27.7M 1 0.85% New
133
Barclays
Barclays
United Kingdom
$27.6M -$4.07M 5 0.03% Reduced
134
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$27.3M +$968K 1 0.72% Increased
135
NFA
Nationwide Fund Advisors
Ohio
$27.1M -$4.41M 4 0.11% Reduced
136
Chevy Chase Trust
Chevy Chase Trust
Maryland
$26.6M +$587K 2 0.16% Increased
137
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$26.6M -$1.07M 1 0.14% Reduced
138
HCCM
Herring Creek Capital Management
Connecticut
$25.2M -$2.59M 1 5.99% Reduced
139
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$25.1M +$162K 1 0.94% Increased
140
First Trust Advisors
First Trust Advisors
Illinois
$25.1M -$2.89M 3 0.07% Reduced
141
CRCP
Copper Rock Capital Partners
Massachusetts
$25M +$2.59M 1 2.04% Increased
142
Clal Insurance
Clal Insurance
Israel
$24.9M -$2.69M 1 0.57% Reduced
143
Trillium Asset Management
Trillium Asset Management
Massachusetts
$24.9M +$3.31M 2 1.62% Increased
144
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$24.9M -$106K 2 0.2% Reduced
145
ALPS Advisors
ALPS Advisors
Colorado
$24.6M +$2.66M 2 0.2% Increased
146
Credit Agricole
Credit Agricole
France
$24.3M -$60.1K 2 0.11% Reduced
147
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$24.1M -$2.46M 1 0.99% Reduced
148
US Bancorp
US Bancorp
Minnesota
$23.9M -$1.53M 5 0.09% Reduced
149
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$23.7M -$4.92M 1 0.17% Reduced
150
Royce & Associates
Royce & Associates
New York
$23.7M -$1.23M 2 0.09% Reduced