← 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
GIA
Guyasuta Investment Advisors
Pennsylvania
$24.3M +$431K 1 3.21% Increased
152
HCCM
Herring Creek Capital Management
Connecticut
$24M +$4.81M 1 4.69% Increased
153
SAM
Sentinel Asset Management
Vermont
$23.9M +$1.45M 1 0.48% Increased
154
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$23.5M +$21.6M 1 0.33% New
155
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23.3M +$311K 1 0.19% Increased
156
WC
Walthausen & Co
New York
$23.2M +$2.25M 1 1.7% Increased
157
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$23.2M +$22.3M 1 0.09% New
158
Aviva
Aviva
United Kingdom
$22.6M +$44.6K 1 0.17% Increased
159
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$22.4M -$929K 3 0.16% Reduced
160
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$22.3M +$1.63M 1 0.67% Increased
161
VCM
Vision Capital Management
Oregon
$21.1M -$127K 1 2.53% Reduced
162
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$20.8M -$8.01M 1 0.97% Reduced
163
Aperio Group
Aperio Group
California
$20.4M +$144K 2 0.3% Increased
164
Renaissance Technologies
Renaissance Technologies
New York
$20.3M -$2.88M 4 0.05% Reduced
165
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.1M -$7.6M 1 0.06% Reduced
166
Bartlett & Co
Bartlett & Co
Ohio
$20.1M -$2.58M 2 0.97% Reduced
167
Wasatch Advisors
Wasatch Advisors
Utah
$19.4M +$1.39M 2 0.19% Increased
168
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$19.3M -$4.72M 4 0.22% Reduced
169
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$19.3M -$816K 2 0.25% Reduced
170
ECM
Estabrook Capital Management
New York
$19.1M -$1.97M 1 1.96% Reduced
171
VDBMI
Van Den Berg Management I
Texas
$18.9M -$3.84M 1 1.35% Reduced
172
Winton Group
Winton Group
United Kingdom
$18.6M +$17.9M 1 0.13% New
173
AIM
Avity Investment Management
Connecticut
$18.5M +$833K 1 3.18% Increased
174
TCW Group
TCW Group
California
$18.4M +$200K 1 0.08% Increased
175
WIC
Willis Investment Counsel
Georgia
$18.2M +$4.67M 2 1.78% Increased