← 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
ORIO
Old Republic International (ORI)
Illinois
$28M $0 1 0.97% Maintained
127
WIC
Willis Investment Counsel
Georgia
$27.1M +$2.09M 2 2.03% Increased
128
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$27.1M +$1.03M 1 2.49% Increased
129
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$27.1M +$3.98M 1 0.21% Increased
130
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.1M -$674K 1 0.25% Reduced
131
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$27M +$4.91M 1 0.1% Increased
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$26.9M -$9.37M 1 0.1% Reduced
133
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.6M -$3.66M 4 0.03% Reduced
134
William Blair Investment Management
William Blair Investment Management
Illinois
$26.3M +$40.2K 2 0.1% Increased
135
Glenmede Trust
Glenmede Trust
Pennsylvania
$26M +$3.12M 3 0.12% Increased
136
Gabelli Funds
Gabelli Funds
New York
$25.4M -$142K 3 0.15% Reduced
137
AIM
Avity Investment Management
Connecticut
$25.3M +$69.3K 1 3.55% Increased
138
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$24.8M +$11M 1 1.1% Increased
139
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$24.8M -$7.28M 1 0.06% Reduced
140
Commerce Bank
Commerce Bank
Missouri
$24.5M +$656K 2 0.35% Increased
141
Two Sigma Advisers
Two Sigma Advisers
New York
$24.3M -$78.7M 4 0.08% Reduced
142
Capital International
Capital International
California
$24.3M -$277K 1 1.58% Reduced
143
MAA
Matrix Asset Advisors
New York
$23.1M -$727K 1 4.05% Reduced
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$23M +$10.8M 3 0.11% Increased
145
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$22.5M +$4.5M 1 0.57% Increased
146
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22M -$618K 2 0.29% Reduced
147
PGGM Investments
PGGM Investments
Netherlands
$21.9M -$1.32M 1 0.11% Reduced
148
GIA
Guyasuta Investment Advisors
Pennsylvania
$21.7M -$599K 1 2.62% Reduced
149
Daiwa Securities Group
Daiwa Securities Group
Japan
$21.1M +$11.8M 1 0.13% Increased
150
ACI
AMP Capital Investors
Australia
$21M -$4.6M 2 0.13% Reduced