← 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
Nomura Asset Management
Nomura Asset Management
Japan
$22.4M -$294K 1 0.43% Reduced
127
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$22.3M -$851K 3 0.09% Reduced
128
Gotham Asset Management
Gotham Asset Management
New York
$22.2M -$5.76M 2 0.25% Reduced
129
Natixis Advisors
Natixis Advisors
Massachusetts
$22M +$4M 2 0.33% Increased
130
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$21.9M -$392K 1 0.13% Reduced
131
Douglas Lane & Associates
Douglas Lane & Associates
New York
$21.5M +$19M 1 0.59% New
132
SCM
SKBA Capital Management
California
$21.5M -$541K 1 2.16% Reduced
133
US Bancorp
US Bancorp
Minnesota
$21.3M -$47.1K 5 0.08% Reduced
134
Gabelli Funds
Gabelli Funds
New York
$21.3M -$331K 3 0.13% Reduced
135
Davis Selected Advisers
Davis Selected Advisers
Arizona
$21.2M +$12.1M 1 0.09% Increased
136
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$21.1M +$1.96M 1 0.04% Increased
137
AIM
Avity Investment Management
Connecticut
$20.9M -$193K 1 3.36% Reduced
138
Winton Group
Winton Group
United Kingdom
$20.8M -$38M 1 0.23% Reduced
139
ORIO
Old Republic International (ORI)
Illinois
$20.5M +$4.81M 1 1.01% Increased
140
WIC
Willis Investment Counsel
Georgia
$19.9M +$125K 2 1.75% Increased
141
Renaissance Technologies
Renaissance Technologies
New York
$19.8M +$444K 4 0.04% Increased
142
PGGM Investments
PGGM Investments
Netherlands
$19.6M +$419K 1 0.1% Increased
143
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$19.6M -$1.84M 1 0.17% Reduced
144
Hermes Investment Management
Hermes Investment Management
United Kingdom
$19.5M +$2.87M 1 0.41% Increased
145
Barclays
Barclays
United Kingdom
$19.3M -$9.34M 5 0.03% Reduced
146
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.8M +$798K 3 0.13% Increased
147
Citadel Advisors
Citadel Advisors
Florida
$18.7M -$7.89M 4 0.02% Reduced
148
RCM
Rutabaga Capital Management
Massachusetts
$18.5M -$6.02M 1 3% Reduced
149
GIA
Guyasuta Investment Advisors
Pennsylvania
$18.5M +$16.3M 1 2.57% New
150
South Texas Money Management
South Texas Money Management
Texas
$18.5M +$16.3M 1 1.05% New