← 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
JCM
Janney Capital Management
Pennsylvania
$30.2M -$1.21M 2 1.68% Reduced
127
Gotham Asset Management
Gotham Asset Management
New York
$29.5M -$8.62M 4 0.52% Reduced
128
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$29.5M -$2.52M 1 0.26% Reduced
129
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29.3M -$158K 1 0.12% Reduced
130
NIMC
NWQ Investment Management Company
California
$28.9M +$11.5M 2 0.7% Increased
131
KeyBank National Association
KeyBank National Association
Ohio
$28.2M -$602K 1 0.16% Reduced
132
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$27.9M -$9.1M 3 0.81% Reduced
133
TD Asset Management
TD Asset Management
Ontario, Canada
$27.6M -$2.2M 1 0.04% Reduced
134
SC
Sasco Capital
Connecticut
$27.5M +$1.94M 1 2.99% Increased
135
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$27.3M -$986K 1 2.53% Reduced
136
STRS Ohio
STRS Ohio
Ohio
$27.1M -$5.45M 2 0.12% Reduced
137
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$27.1M -$514K 3 0.2% Reduced
138
SIC
Schwartz Investment Counsel
Michigan
$26.9M +$810K 1 1.37% Increased
139
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$26.5M -$13.3M 1 0.16% Reduced
140
Bessemer Group
Bessemer Group
New Jersey
$26.2M +$567K 3 0.09% Increased
141
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26M -$38.1K 5 0.22% Reduced
142
Gabelli Funds
Gabelli Funds
New York
$25.4M -$649K 4 0.17% Reduced
143
First Eagle Investment Management
First Eagle Investment Management
New York
$25.4M $0 1 0.07% Maintained
144
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25M -$659K 2 0.12% Reduced
145
Korea Investment Corp
Korea Investment Corp
South Korea
$24.6M +$1.13M 1 0.1% Increased
146
QS Investors
QS Investors
New York
$24M +$1.83M 3 0.26% Increased
147
SEI Investments
SEI Investments
Pennsylvania
$23.7M +$1.7M 3 0.06% Increased
148
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.6M -$1.34M 2 0.24% Reduced
149
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.5M +$805K 4 0.07% Increased
150
River Road Asset Management
River Road Asset Management
Kentucky
$23.3M +$23.8M 1 0.44% New