← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30.4M -$257K 1 0.15% Reduced
127
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$29.6M -$4.01M 1 0.61% Reduced
128
ORIO
Old Republic International (ORI)
Illinois
$29.4M $0 1 0.96% Maintained
129
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$29.3M +$992K 1 0.1% Increased
130
TD Asset Management
TD Asset Management
Ontario, Canada
$29.3M -$989K 1 0.05% Reduced
131
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$28.6M +$186K 1 2.54% Increased
132
Causeway Capital Management
Causeway Capital Management
California
$28.1M -$2.35M 1 0.35% Reduced
133
Citigroup
Citigroup
New York
$28M +$11M 4 0.03% Increased
134
Commerce Bank
Commerce Bank
Missouri
$26.6M +$841K 2 0.37% Increased
135
Glenmede Trust
Glenmede Trust
Pennsylvania
$26M $0 3 0.12% Maintained
136
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$25.9M +$4.26M 1 0.18% Increased
137
Gabelli Funds
Gabelli Funds
New York
$25.9M $0 3 0.15% Maintained
138
SGAM
Smith Group Asset Management
Texas
$25.9M +$25.1M 2 0.79% Increased
139
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25.6M +$1.67M 3 0.12% Increased
140
Bank of Montreal
Bank of Montreal
Ontario, Canada
$25.4M -$2.5M 4 0.02% Reduced
141
Capital International
Capital International
California
$25M -$480K 1 1.66% Reduced
142
AIM
Avity Investment Management
Connecticut
$24.4M -$2.12M 1 3.31% Reduced
143
MAA
Matrix Asset Advisors
New York
$24.3M +$111K 1 4.17% Increased
144
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.9M -$4.42M 1 0.21% Reduced
145
UBS O'Connor
UBS O'Connor
Illinois
$23.3M +$4.92M 1 0.38% Increased
146
PGGM Investments
PGGM Investments
Netherlands
$22.6M -$343K 1 0.12% Reduced
147
GIA
Guyasuta Investment Advisors
Pennsylvania
$22.6M -$239K 1 2.72% Reduced
148
Pinnacle Associates
Pinnacle Associates
New York
$22.5M +$1.24M 2 0.43% Increased
149
William Blair Investment Management
William Blair Investment Management
Illinois
$22.5M -$1.87M 2 0.08% Reduced
150
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.4M -$656K 2 0.28% Reduced