← 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
$27.4M +$685K 1 1.44% Increased
127
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.3M +$3.94M 4 0.03% Increased
128
Folketrygdfondet
Folketrygdfondet
Norway
$27M +$24.7M 1 0.78% Increased
129
TD Asset Management
TD Asset Management
Ontario, Canada
$26.1M -$2.09M 1 0.04% Reduced
130
Chevy Chase Trust
Chevy Chase Trust
Maryland
$25.7M +$11.7K 1 0.14% Increased
131
ORIO
Old Republic International (ORI)
Illinois
$25.4M $0 1 0.91% Maintained
132
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$25.1M -$2.49M 1 0.24% Reduced
133
Causeway Capital Management
Causeway Capital Management
California
$24.1M +$17M 1 0.42% Increased
134
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$23.5M -$1.24M 1 2.25% Reduced
135
ACI
AMP Capital Investors
Australia
$23.5M -$2.03M 2 0.14% Reduced
136
William Blair Investment Management
William Blair Investment Management
Illinois
$23.1M +$7.07M 2 0.09% Increased
137
Gabelli Funds
Gabelli Funds
New York
$23M -$65.6K 3 0.14% Reduced
138
AIM
Avity Investment Management
Connecticut
$22.8M +$380K 1 3.43% Increased
139
WIC
Willis Investment Counsel
Georgia
$22.6M +$3.58M 2 1.68% Increased
140
Capital International
Capital International
California
$22.3M -$895K 1 1.56% Reduced
141
MAA
Matrix Asset Advisors
New York
$21.6M +$534K 1 3.65% Increased
142
Aviva
Aviva
United Kingdom
$21.5M +$1.14M 1 0.13% Increased
143
Commerce Bank
Commerce Bank
Missouri
$21.5M +$384K 2 0.32% Increased
144
Baird Financial Group
Baird Financial Group
Wisconsin
$21.3M +$2.53M 2 0.19% Increased
145
PGGM Investments
PGGM Investments
Netherlands
$21.1M -$839K 1 0.11% Reduced
146
Nomura Asset Management
Nomura Asset Management
Japan
$20.9M -$485K 1 0.38% Reduced
147
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$20.7M +$5.31M 1 0.18% Increased
148
BlackRock Advisors
BlackRock Advisors
Delaware
$20.6M +$1.06M 4 0.02% Increased
149
Glenmede Trust
Glenmede Trust
Pennsylvania
$20.5M +$3.49M 2 0.11% Increased
150
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.5M +$845K 2 0.31% Increased