← 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$44.2M +$703K 1 0.27% Increased
127
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$43.6M +$34.8M 1 0.28% Increased
128
IP
Interval Partners
New York
$43.6M -$21M 1 1.76% Reduced
129
KeyBank National Association
KeyBank National Association
Ohio
$43.5M -$435K 1 0.19% Reduced
130
Trillium Asset Management
Trillium Asset Management
Massachusetts
$42.8M +$366K 1 1.13% Increased
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.7M -$87.5K 3 0.15% Reduced
132
OP
Oslo Pensjonsforsikring
$42M $0 1 5.6% Maintained
133
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$41.2M -$372K 3 0.84% Reduced
134
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$40.2M +$279K 3 0.12% Increased
135
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$39.2M -$2.59M 2 0.08% Reduced
136
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$38.2M +$1.13M 1 0.43% Increased
137
M&T Bank
M&T Bank
New York
$37.3M +$655K 3 0.17% Increased
138
Citadel Advisors
Citadel Advisors
Florida
$37.2M -$24.7M 6 0.01% Reduced
139
Royce & Associates
Royce & Associates
New York
$37.2M -$1.32M 3 0.28% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$36.9M -$1.47M 1 0.13% Reduced
141
Gabelli Funds
Gabelli Funds
New York
$36.6M +$908K 4 0.24% Increased
142
PGGM Investments
PGGM Investments
Netherlands
$36.4M -$16.1M 1 0.19% Reduced
143
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.1M -$1.5M 2 0.16% Reduced
144
LPL Financial
LPL Financial
California
$35.8M +$5.19M 3 0.03% Increased
145
Two Sigma Investments
Two Sigma Investments
New York
$35.8M +$28.8M 6 0.08% Increased
146
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$34.5M +$4.82M 2 0.07% Increased
147
Whittier Trust
Whittier Trust
California
$34.1M +$20.1K 4 0.62% Increased
148
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34M -$642K 2 0.17% Reduced
149
HighTower Advisors
HighTower Advisors
Illinois
$33.8M +$16.3M 3 0.09% Increased
150
Cullen Capital Management
Cullen Capital Management
New York
$33.6M +$596K 1 0.33% Increased