← 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
South Texas Money Management
South Texas Money Management
Texas
$26.2M +$787K 1 1.45% Increased
127
Nuveen
Nuveen
North Carolina
$25.7M -$1.43M 1 0.15% Reduced
128
Chevy Chase Trust
Chevy Chase Trust
Maryland
$25.2M -$742K 1 0.14% Reduced
129
ACI
AMP Capital Investors
Australia
$24.6M +$5.71M 2 0.15% Increased
130
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$24.3M -$905K 1 2.33% Reduced
131
SFM
Systematic Financial Management
New Jersey
$24M -$16.7M 1 0.34% Reduced
132
TCM
Tetrem Capital Management
Manitoba, Canada
$23.6M +$22.9M 1 0.89% Increased
133
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.2M +$2.43M 4 0.03% Increased
134
Gabelli Funds
Gabelli Funds
New York
$23.1M $0 3 0.14% Maintained
135
Capital International
Capital International
California
$22.7M -$653K 1 1.6% Reduced
136
PGGM Investments
PGGM Investments
Netherlands
$21.5M -$96.2K 1 0.11% Reduced
137
AIM
Avity Investment Management
Connecticut
$21.4M -$1.12M 1 3.31% Reduced
138
SCM
Snow Capital Management
Pennsylvania
$21.4M -$34.6M 1 0.96% Reduced
139
Hermes Investment Management
Hermes Investment Management
United Kingdom
$21.3M -$2.66M 1 0.36% Reduced
140
Barclays
Barclays
United Kingdom
$21M -$1.15M 5 0.02% Reduced
141
Commerce Bank
Commerce Bank
Missouri
$20.9M +$110K 2 0.33% Increased
142
Nomura Asset Management
Nomura Asset Management
Japan
$20.9M -$996K 1 0.38% Reduced
143
MAA
Matrix Asset Advisors
New York
$20.6M +$1.56M 1 3.63% Increased
144
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$20.2M $0 1 0.88% Maintained
145
Aviva
Aviva
United Kingdom
$20M +$130K 1 0.12% Increased
146
ORIO
Old Republic International (ORI)
Illinois
$19.7M $0 1 0.85% Maintained
147
GIA
Guyasuta Investment Advisors
Pennsylvania
$19.6M +$84.9K 1 2.5% Increased
148
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$19.6M -$674K 1 0.14% Reduced
149
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.3M +$18.9M 2 0.34% New
150
BlackRock Advisors
BlackRock Advisors
Delaware
$19.1M -$88.4M 4 0.02% Reduced