← 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
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$25.5M +$50.5K 1 2.73% Increased
127
QS Investors
QS Investors
New York
$24.7M -$983K 3 0.39% Reduced
128
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$24.6M -$19.7M 3 0.08% Reduced
129
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$24.3M -$279K 3 0.19% Reduced
130
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$23.8M -$6.6M 2 0.08% Reduced
131
KeyBank National Association
KeyBank National Association
Ohio
$23.6M -$1.34M 1 0.16% Reduced
132
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$23.3M -$3.09M 1 0.25% Reduced
133
TD Asset Management
TD Asset Management
Ontario, Canada
$23.2M -$1.72M 2 0.04% Reduced
134
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$23M -$207K 1 1.49% Reduced
135
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$22.4M +$11.3M 4 0.13% Increased
136
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$21.7M +$3.85K 2 0.12% Increased
137
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$21.6M +$9.65M 1 1.32% Increased
138
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.6M +$6.13M 4 0.37% Increased
139
NIMC
NWQ Investment Management Company
California
$21M -$5.31M 2 0.84% Reduced
140
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$20.9M -$327K 2 0.17% Reduced
141
ALPS Advisors
ALPS Advisors
Colorado
$20.8M -$10.4M 3 0.32% Reduced
142
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$20.8M -$1.17M 1 0.61% Reduced
143
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$20.7M -$980K 5 0.19% Reduced
144
SIC
Schwartz Investment Counsel
Michigan
$20.7M -$3.92M 1 1.37% Reduced
145
AMF Tjänstepension
AMF Tjänstepension
Sweden
$20.5M -$9.17M 1 0.26% Reduced
146
ACI
AMP Capital Investors
Australia
$20.4M +$376K 1 0.15% Increased
147
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$20.4M +$5.38M 2 0.68% Increased
148
Gabelli Funds
Gabelli Funds
New York
$20M -$1.01M 4 0.18% Reduced
149
TCW Group
TCW Group
California
$19.9M -$2.99M 1 0.28% Reduced
150
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$19.8M +$20.9M 2 0.77% Increased