← 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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$15.7M -$2.16M 1 0.03% Reduced
152
Natixis Advisors
Natixis Advisors
Massachusetts
$15.5M -$416K 3 0.25% Reduced
153
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.4M -$2.02M 1 0.58% Reduced
154
HCCM
Herring Creek Capital Management
Connecticut
$15.3M +$1.15M 1 4.11% Increased
155
William Blair Investment Management
William Blair Investment Management
Illinois
$15.2M -$612K 1 0.06% Reduced
156
Baird Financial Group
Baird Financial Group
Wisconsin
$14.9M -$19.3M 2 0.15% Reduced
157
Franklin Resources
Franklin Resources
California
$14.9M +$1.07M 2 0.01% Increased
158
Aviva
Aviva
United Kingdom
$14.9M -$87.8K 1 0.11% Reduced
159
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$14.9M -$781K 3 0.11% Reduced
160
STCG
Speece Thorson Capital Group
Minnesota
$14.8M +$4.43M 1 3.6% Increased
161
MAA
Matrix Asset Advisors
New York
$14.7M -$7.13M 1 2.82% Reduced
162
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$14.2M -$2.17M 1 0.71% Reduced
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.9M -$13M 1 0.04% Reduced
164
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$13.6M -$437K 1 0.34% Reduced
165
WIM
Wilen Investment Management
Florida
$13.5M -$1.01M 2 9.77% Reduced
166
Pinnacle Associates
Pinnacle Associates
New York
$13.4M -$767K 2 0.28% Reduced
167
Hermes Investment Management
Hermes Investment Management
United Kingdom
$13.2M +$3.78M 1 0.3% Increased
168
MC
Martin Currie
United Kingdom
$13.1M -$70.4K 1 1.33% Reduced
169
Artisan Partners
Artisan Partners
Wisconsin
$12.8M -$1.77M 1 0.03% Reduced
170
HSBC Holdings
HSBC Holdings
United Kingdom
$12.6M -$4.15M 1 0.03% Reduced
171
ORIO
Old Republic International (ORI)
Illinois
$12.5M +$1.46M 1 0.67% Increased
172
MIM
Manitou Investment Management
Ontario, Canada
$12.4M +$356K 1 4.96% Increased
173
TU
TDAM USA
Ontario, Canada
$12.4M -$567K 2 0.6% Reduced
174
CAM
Capstone Asset Management
Texas
$12.3M +$593K 3 0.35% Increased
175
Capital International Sarl
Capital International Sarl
California
$12.2M -$2.27M 1 1.03% Reduced