← 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
Canada Life
Canada Life
Manitoba, Canada
$19.6M +$1.62M 3 0.08% Increased
127
Aperio Group
Aperio Group
California
$19.6M +$36.6K 2 0.18% Increased
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.4M -$5.49M 3 0.09% Reduced
129
Gabelli Funds
Gabelli Funds
New York
$19.2M -$455K 3 0.12% Reduced
130
Nomura Asset Management
Nomura Asset Management
Japan
$18.9M -$206K 1 0.37% Reduced
131
CI Investments Inc
CI Investments Inc
Ontario, Canada
$18.7M -$20.1M 1 0.24% Reduced
132
Renaissance Technologies
Renaissance Technologies
New York
$18.6M -$6.18M 4 0.04% Reduced
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$18.5M -$1.29M 1 0.11% Reduced
134
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$18.5M -$29K 1 0.16% Reduced
135
SCM
SKBA Capital Management
California
$18.4M -$13.5M 1 1.87% Reduced
136
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$18.2M -$2.9M 1 0.49% Reduced
137
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$18M -$3.94M 1 0.15% Reduced
138
US Bancorp
US Bancorp
Minnesota
$17.8M +$1.41M 5 0.07% Increased
139
Prudential plc
Prudential plc
United Kingdom
$17.6M -$33.4M 1 0.07% Reduced
140
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$17.5M -$26.7M 1 0.22% Reduced
141
AIM
Avity Investment Management
Connecticut
$17.5M +$794K 1 2.76% Increased
142
Credit Agricole
Credit Agricole
France
$17.2M -$577K 2 0.08% Reduced
143
WIC
Willis Investment Counsel
Georgia
$17M +$3.96M 2 1.55% Increased
144
BA
Boston Advisors
Massachusetts
$16.8M +$17.5M 1 0.39% New
145
BCM
Beddow Capital Management
Wyoming
$16.5M -$687K 2 7.27% Reduced
146
ACI
AMP Capital Investors
Australia
$16.2M +$4.47M 2 0.11% Increased
147
Raymond James & Associates
Raymond James & Associates
Florida
$16.2M +$657K 2 0.06% Increased
148
CRM
Cramer Rosenthal McGlynn
Connecticut
$15.9M -$227K 1 0.24% Reduced
149
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15.9M -$1.79M 1 0.15% Reduced
150
PGGM Investments
PGGM Investments
Netherlands
$15.9M -$650K 1 0.08% Reduced