← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30.3M -$2.55M 1 0.12% Reduced
127
KeyBank National Association
KeyBank National Association
Ohio
$30.1M -$303K 1 0.16% Reduced
128
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$29.6M -$23.6M 2 0.05% Reduced
129
Two Sigma Advisers
Two Sigma Advisers
New York
$28.4M +$9.25M 4 0.08% Increased
130
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$28.3M -$115K 2 0.18% Reduced
131
Rockefeller Capital Management
Rockefeller Capital Management
New York
$26.7M +$2.87M 3 0.25% Increased
132
ProShare Advisors
ProShare Advisors
Maryland
$25.8M +$1.45M 3 0.12% Increased
133
Nomura Asset Management
Nomura Asset Management
Japan
$25.7M +$13.8M 1 0.2% Increased
134
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$25.4M -$505K 1 0.64% Reduced
135
Causeway Capital Management
Causeway Capital Management
California
$25.4M -$10.5M 1 0.47% Reduced
136
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.1M -$388K 2 0.12% Reduced
137
Asset Management One
Asset Management One
Japan
$24.7M -$1.01M 1 0.11% Reduced
138
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$24.4M +$2.7M 1 1.08% Increased
139
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$24.2M -$3.49M 1 0.28% Reduced
140
Adage Capital Partners
Adage Capital Partners
Massachusetts
$24M -$4.77M 2 0.06% Reduced
141
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$23.8M -$10.7M 2 0.06% Reduced
142
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$23.7M +$3.91M 1 0.65% Increased
143
Gabelli Funds
Gabelli Funds
New York
$23.6M -$1M 4 0.18% Reduced
144
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.4M +$3.13M 3 0.06% Increased
145
VOYA Investment Management
VOYA Investment Management
Georgia
$23.2M -$1.15M 4 0.05% Reduced
146
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$22.7M -$1.73M 4 0.16% Reduced
147
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$22.4M +$17K 2 0.56% Increased
148
ACM
Argent Capital Management
Missouri
$22.2M -$375K 1 0.85% Reduced
149
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$22.1M -$1.21M 2 0.12% Reduced
150
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$22M -$16M 1 0.41% Reduced