← 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
UBS O'Connor
UBS O'Connor
Illinois
$27.8M +$4.68M 1 0.4% Increased
127
Panagora Asset Management
Panagora Asset Management
Massachusetts
$27.3M +$12.8M 2 0.11% Increased
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$26.9M +$6.84M 5 0.07% Increased
129
William Blair Investment Management
William Blair Investment Management
Illinois
$26.8M +$1.19M 2 0.1% Increased
130
Gabelli Funds
Gabelli Funds
New York
$26.5M $0 3 0.15% Maintained
131
WIC
Willis Investment Counsel
Georgia
$26.2M -$4.43M 2 1.89% Reduced
132
Commerce Bank
Commerce Bank
Missouri
$25.9M -$313K 2 0.35% Reduced
133
PTC
Philadelphia Trust Company
Pennsylvania
$24.4M +$2.9M 2 2% Increased
134
MAA
Matrix Asset Advisors
New York
$24.2M +$167K 1 3.98% Increased
135
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.5M -$102K 1 0.2% Reduced
136
SGAM
Smith Group Asset Management
Texas
$23.2M -$2.26M 2 0.78% Reduced
137
AIM
Avity Investment Management
Connecticut
$23.1M -$908K 1 3.08% Reduced
138
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$22.7M -$6.42M 1 0.51% Reduced
139
GIA
Guyasuta Investment Advisors
Pennsylvania
$22.1M -$171K 1 2.67% Reduced
140
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$22M -$3.55M 1 0.14% Reduced
141
Aviva
Aviva
United Kingdom
$21.8M +$177K 1 0.12% Increased
142
Pinnacle Associates
Pinnacle Associates
New York
$21.6M -$557K 2 0.4% Reduced
143
Los Angeles Capital Management
Los Angeles Capital Management
California
$21.6M +$6.22M 2 0.12% Increased
144
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.3M -$833K 2 0.24% Reduced
145
Citigroup
Citigroup
New York
$21M -$6.57M 4 0.02% Reduced
146
Nomura Asset Management
Nomura Asset Management
Japan
$20.7M +$414K 1 0.27% Increased
147
Citadel Advisors
Citadel Advisors
Florida
$20.3M +$8.76M 4 0.02% Increased
148
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20M -$1.61M 2 1.14% Reduced
149
ACM
Argent Capital Management
Missouri
$19.8M +$2.53M 1 0.77% Increased
150
LPU
Lansdowne Partners (UK)
United Kingdom
$19.7M +$16.4M 1 0.21% Increased