← 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
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$40.6M -$564K 3 0.4% Reduced
127
Primecap Management
Primecap Management
California
$39.9M $0 1 0.03% Maintained
128
Causeway Capital Management
Causeway Capital Management
California
$38.1M +$715K 1 0.38% Increased
129
South Texas Money Management
South Texas Money Management
Texas
$38M +$48.7K 1 1.6% Increased
130
Wedge Capital Management
Wedge Capital Management
North Carolina
$37.6M -$1.53M 1 0.36% Reduced
131
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.4M -$81.6M 2 0.37% Reduced
132
JCM
Janney Capital Management
Pennsylvania
$36.6M -$1.23M 2 1.59% Reduced
133
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$36.5M -$241K 1 0.67% Reduced
134
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.4M +$18.1M 2 0.17% Increased
135
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$36.4M -$47.4M 1 0.13% Reduced
136
Citadel Advisors
Citadel Advisors
Florida
$35.6M +$10.3M 5 0.02% Increased
137
Westwood Holdings Group
Westwood Holdings Group
Texas
$35M -$3.87M 2 0.31% Reduced
138
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$34.7M +$23M 3 0.17% Increased
139
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$34.6M +$2.77M 2 0.24% Increased
140
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$34.4M +$5.51M 2 0.14% Increased
141
STRS Ohio
STRS Ohio
Ohio
$34.4M -$1.69M 2 0.15% Reduced
142
TD Asset Management
TD Asset Management
Ontario, Canada
$33.5M -$1.61M 1 0.05% Reduced
143
Element Capital Management
Element Capital Management
New York
$32.8M +$8.07M 1 0.66% Increased
144
ORIO
Old Republic International (ORI)
Illinois
$32.8M $0 1 0.95% Maintained
145
KeyBank National Association
KeyBank National Association
Ohio
$32.7M +$40.6K 2 0.18% Increased
146
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$32.7M -$15.8M 3 0.06% Reduced
147
HSBC Holdings
HSBC Holdings
United Kingdom
$31.9M +$1.78M 2 0.05% Increased
148
WIC
Willis Investment Counsel
Georgia
$31.7M +$1.76M 2 2.19% Increased
149
SAM
Scopus Asset Management
New York
$31.2M +$21.3M 2 0.42% Increased
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30.9M -$973K 1 0.13% Reduced