← 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
Pinnacle Associates
Pinnacle Associates
New York
$23.5M -$133K 2 0.44% Reduced
152
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23.4M +$4.59M 1 0.21% Increased
153
PGGM Investments
PGGM Investments
Netherlands
$23M -$2.61M 1 0.11% Reduced
154
Capital International Sarl
Capital International Sarl
California
$22M -$5.35M 1 1.6% Reduced
155
AQR Capital Management
AQR Capital Management
Connecticut
$21M +$7.2M 2 0.05% Increased
156
WI
WBI Investments
New Jersey
$20.9M +$20.3M 1 0.5% New
157
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$20.9M +$2.56M 1 0.34% Increased
158
Hermes Investment Management
Hermes Investment Management
United Kingdom
$20.5M +$898K 1 0.48% Increased
159
RCM
Rutabaga Capital Management
Massachusetts
$20.5M +$6.52M 1 2.02% Increased
160
Aperio Group
Aperio Group
California
$20.2M -$133K 2 0.23% Reduced
161
Natixis Advisors
Natixis Advisors
Massachusetts
$20.2M -$723K 3 0.35% Reduced
162
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$20.1M -$23.2M 3 0.16% Reduced
163
AIM
Avity Investment Management
Connecticut
$20.1M +$737K 1 3.19% Increased
164
M&T Bank
M&T Bank
New York
$19.9M -$147K 2 0.12% Reduced
165
SAM
Sentinel Asset Management
Vermont
$19.8M -$7.29M 1 0.43% Reduced
166
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$19.8M -$3.24M 1 0.88% Reduced
167
PP
PDT Partners
New York
$19.8M +$19.8M 1 0.49% New
168
Aviva
Aviva
United Kingdom
$19.6M +$1.68M 1 0.13% Increased
169
Baird
Baird
Wisconsin
$19.3M -$2.9M 2 0.2% Reduced
170
Canada Life
Canada Life
Manitoba, Canada
$19.1M -$4.91M 3 0.07% Reduced
171
William Blair & Company
William Blair & Company
Illinois
$19M +$2.36M 3 0.03% Increased
172
AIG
American International Group
New York
$18.6M +$5.17M 5 0.08% Increased
173
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$18.6M +$377K 1 0.89% Increased
174
BCM
Beddow Capital Management
Wyoming
$18.5M -$213K 2 6.47% Reduced
175
WIC
Willis Investment Counsel
Georgia
$18.3M +$64.6K 2 1.7% Increased