← 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$44.9M +$3.45M 4 0.09% Increased
127
KeyBank National Association
KeyBank National Association
Ohio
$43.6M -$1.46M 1 0.19% Reduced
128
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.5M -$379K 3 0.15% Reduced
129
Trillium Asset Management
Trillium Asset Management
Massachusetts
$42M +$6.84M 1 1.16% Increased
130
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$41.3M -$5.4M 2 0.09% Reduced
131
OP
Oslo Pensjonsforsikring
$40.6M +$4.62M 1 5.35% Increased
132
Royce & Associates
Royce & Associates
New York
$40.5M +$5.74M 3 0.28% Increased
133
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$40.1M -$12.1M 3 0.81% Reduced
134
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$39.7M -$24.7M 1 0.4% Reduced
135
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$39.4M -$875K 3 0.13% Reduced
136
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$39.4M -$14.5M 4 0.01% Reduced
137
Chevy Chase Trust
Chevy Chase Trust
Maryland
$38M -$1.9M 1 0.13% Reduced
138
SC
Sasco Capital
Connecticut
$37.7M -$2.6M 1 4.45% Reduced
139
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.6M -$29.5K 2 0.16% Reduced
140
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$36.5M +$42.1M 1 0.28% New
141
ICOM
Investment Counselors of Maryland
Maryland
$36M +$2.99M 1 0.82% Increased
142
M&T Bank
M&T Bank
New York
$35.9M -$3.85M 3 0.16% Reduced
143
SEI Investments
SEI Investments
Pennsylvania
$35.8M +$4.51M 5 0.08% Increased
144
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$35.8M -$740K 1 0.4% Reduced
145
Gabelli Funds
Gabelli Funds
New York
$35.4M +$617K 4 0.23% Increased
146
Asset Management One
Asset Management One
Japan
$34.4M -$808K 1 0.13% Reduced
147
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34.4M +$599K 2 0.17% Increased
148
CRM
Cramer Rosenthal McGlynn
Connecticut
$33.9M -$1.14M 1 1.09% Reduced
149
Whittier Trust
Whittier Trust
California
$33.9M +$2.12M 4 0.6% Increased
150
Aberdeen Group
Aberdeen Group
United Kingdom
$33.2M -$10.8M 1 0.07% Reduced