← 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
FMA
Fiduciary Management Associates
Illinois
$18.3M -$1.69M 1 1.2% Reduced
152
Numeric Investors
Numeric Investors
Massachusetts
$18.2M +$13.7M 3 0.19% Increased
153
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$18M -$60M 2 0.06% Reduced
154
Folketrygdfondet
Folketrygdfondet
Norway
$17.8M -$32.9M 1 0.57% Reduced
155
ACI
AMP Capital Investors
Australia
$17.6M -$1.27M 2 0.12% Reduced
156
STCG
Speece Thorson Capital Group
Minnesota
$17.3M -$410K 1 3.88% Reduced
157
MAA
Matrix Asset Advisors
New York
$17.3M -$304K 1 3.41% Reduced
158
BCM
Beddow Capital Management
Wyoming
$17.2M -$1.15M 2 7.7% Reduced
159
Baird Financial Group
Baird Financial Group
Wisconsin
$17M -$110K 2 0.16% Reduced
160
Franklin Resources
Franklin Resources
California
$16.8M -$78.9K 2 0.01% Reduced
161
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$16.8M -$1.49M 1 0.63% Reduced
162
Pinnacle Associates
Pinnacle Associates
New York
$16.4M +$344K 2 0.35% Increased
163
Aviva
Aviva
United Kingdom
$16.3M -$1.43M 1 0.12% Reduced
164
Glenmede Trust
Glenmede Trust
Pennsylvania
$16.3M +$6.72M 3 0.11% Increased
165
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$16.1M -$2.64M 1 0.15% Reduced
166
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$15.8M -$8.13M 1 0.19% Reduced
167
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.7M -$878K 1 0.04% Reduced
168
HSBC Holdings
HSBC Holdings
United Kingdom
$15.6M +$388K 1 0.04% Increased
169
MC
Martin Currie
United Kingdom
$15.6M -$166K 1 1.49% Reduced
170
RIG
Roosevelt Investment Group
New York
$15.1M +$12.1M 1 1.34% Increased
171
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$15M +$529K 1 0.13% Increased
172
CRM
Cramer Rosenthal McGlynn
Connecticut
$15M +$80.2K 1 0.24% Increased
173
TU
TDAM USA
Ontario, Canada
$14.8M -$110K 2 0.72% Reduced
174
Capital International Sarl
Capital International Sarl
California
$14.6M -$60.8K 1 1.24% Reduced
175
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.5M +$1.5M 4 0.02% Increased