← 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
151
STRS Ohio
STRS Ohio
Ohio
$25.4M +$1.05M 3 0.11% Increased
152
CIP
Champlain Investment Partners
Vermont
$25.1M +$9.73M 1 0.44% Increased
153
OC
Oakmont Corp
California
$24.4M -$1.62M 1 4.06% Reduced
154
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.4M -$10.5M 5 0.02% Reduced
155
Millennium Management
Millennium Management
New York
$23.9M -$17.3M 4 0.08% Reduced
156
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$23.8M +$11.6M 3 1.54% Increased
157
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$23.3M -$363K 3 0.16% Reduced
158
KCA
KR Capital Advisors
New York
$23.2M -$1.53M 2 3.63% Reduced
159
EA
Euclid Advisors
Connecticut
$23.1M -$1.13M 1 0.19% Reduced
160
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.1M -$5.36M 1 0.07% Reduced
161
SEI Trust Company
SEI Trust Company
Pennsylvania
$23.1M +$5.28M 1 0.22% Increased
162
GIA
Guyasuta Investment Advisors
Pennsylvania
$22.9M +$262K 1 3.33% Increased
163
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$22.8M +$5.54M 1 1.01% Increased
164
ECM
Estabrook Capital Management
New York
$21.9M -$700K 1 2.25% Reduced
165
Highbridge Capital Management
Highbridge Capital Management
New York
$21.4M -$10.8M 1 0.26% Reduced
166
SCM
SKBA Capital Management
California
$21.3M -$498K 1 2.49% Reduced
167
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$20.6M +$606K 1 0.16% Increased
168
Placemark Investments
Placemark Investments
Illinois
$20.3M +$2.21M 2 0.33% Increased
169
Aperio Group
Aperio Group
California
$20.1M -$16.7M 0 – Closed
170
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$19.9M -$688K 4 0.23% Reduced
171
Nomura Asset Management
Nomura Asset Management
Japan
$19.9M +$14.3M 1 0.36% Increased
172
Suntrust Banks
Suntrust Banks
Georgia
$19.9M +$1.36M 3 0.08% Increased
173
WC
Walthausen & Co
New York
$19.6M -$4.36M 1 1.45% Reduced
174
TD Asset Management
TD Asset Management
Ontario, Canada
$19.5M -$552K 2 0.04% Reduced
175
LBG
Lloyds Banking Group
United Kingdom
$19.4M -$470K 1 0.18% Reduced
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