← 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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$35.4M -$1.28M 2 0.24% Reduced
127
South Texas Money Management
South Texas Money Management
Texas
$35.2M -$396K 1 1.52% Reduced
128
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$32.6M -$30.7M 1 0.06% Reduced
129
Two Sigma Advisers
Two Sigma Advisers
New York
$32.5M -$11.4M 6 0.08% Reduced
130
JCM
Janney Capital Management
Pennsylvania
$31.7M -$927K 2 1.65% Reduced
131
Commerce Bank
Commerce Bank
Missouri
$31.2M +$2.48M 3 0.37% Increased
132
WIC
Willis Investment Counsel
Georgia
$31.2M +$74.9K 2 2.14% Increased
133
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.9M +$9.45M 1 0.06% Increased
134
SAM
Scopus Asset Management
New York
$30.6M +$18.8M 1 0.9% Increased
135
ORIO
Old Republic International (ORI)
Illinois
$30.5M $0 1 0.82% Maintained
136
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30M -$17.6M 4 0.27% Reduced
137
TD Asset Management
TD Asset Management
Ontario, Canada
$29.8M -$537K 1 0.05% Reduced
138
Westwood Holdings Group
Westwood Holdings Group
Texas
$29.7M -$4.15M 2 0.31% Reduced
139
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29.3M -$892K 1 0.12% Reduced
140
Foresters Investment Management
Foresters Investment Management
New York
$29.1M +$3.23M 2 0.51% Increased
141
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$28.4M +$64.1K 1 2.67% Increased
142
KeyBank National Association
KeyBank National Association
Ohio
$28.3M -$648K 1 0.17% Reduced
143
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$28.2M -$454K 2 0.14% Reduced
144
SGAM
Smith Group Asset Management
Texas
$26.6M -$270K 2 0.86% Reduced
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$26.4M -$12.8M 2 0.07% Reduced
146
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$26.3M +$11.8M 3 0.13% Increased
147
Gabelli Funds
Gabelli Funds
New York
$26.1M -$107K 4 0.16% Reduced
148
VOYA Investment Management
VOYA Investment Management
Georgia
$26M +$385K 3 0.06% Increased
149
AIG
American International Group
New York
$26M +$1.32M 4 0.1% Increased
150
NI
Nuance Investments
Missouri
$25.4M +$20.5M 1 1.32% Increased