← 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
Regions Financial Corp
Regions Financial Corp
Alabama
$37.7M -$627K 2 0.38% Reduced
127
APG Asset Management
APG Asset Management
Netherlands
$37.5M +$1.25M 2 0.1% Increased
128
KeyBank National Association
KeyBank National Association
Ohio
$37.3M -$219K 1 0.19% Reduced
129
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$36M +$457K 3 0.15% Increased
130
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$35.7M +$748K 1 0.3% Increased
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5M +$110K 3 0.16% Increased
132
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$34.2M -$7.98K 2 0.2% Reduced
133
Jane Street
Jane Street
New York
$31.8M +$691K 3 0.01% Increased
134
Whittier Trust
Whittier Trust
California
$31.8M +$721K 4 0.67% Increased
135
KBC Group
KBC Group
Belgium
$31.4M +$371K 5 0.16% Increased
136
SCM
Sandler Capital Management
New York
$31.3M -$288K 1 4.36% Reduced
137
SEI Investments
SEI Investments
Pennsylvania
$31.1M -$4.6M 4 0.07% Reduced
138
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$30.4M +$692K 2 0.09% Increased
139
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$29.6M -$1.69M 1 0.31% Reduced
140
Gabelli Funds
Gabelli Funds
New York
$29.2M -$71.2K 4 0.24% Reduced
141
ACM
Argent Capital Management
Missouri
$28.9M +$122K 1 1.13% Increased
142
FCI
Financial Counselors Inc
Kansas
$28.5M -$138K 1 0.7% Reduced
143
Osaic Holdings
Osaic Holdings
Arizona
$28.2M +$890K 6 0.06% Increased
144
Primecap Management
Primecap Management
California
$28M $0 1 0.03% Maintained
145
Eventide Asset Management
Eventide Asset Management
Massachusetts
$27.6M +$471K 1 0.54% Increased
146
SAM
Scopus Asset Management
New York
$27.6M +$27.2M 2 1.02% Increased
147
OP
Oslo Pensjonsforsikring
$27.5M $0 1 6.41% Maintained
148
R.M. Davis Inc
R.M. Davis Inc
Maine
$27.2M +$631K 1 0.79% Increased
149
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.1M -$172K 1 0.34% Reduced
150
Axa
Axa
France
$27M -$5.32M 2 0.11% Reduced