← 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
$17.8M +$111K 1 2.38% Increased
152
MAA
Matrix Asset Advisors
New York
$17.3M +$792K 1 3.36% Increased
153
Pinnacle Associates
Pinnacle Associates
New York
$17M +$1.29M 2 0.37% Increased
154
ACI
AMP Capital Investors
Australia
$17M +$558K 2 0.11% Increased
155
Glenmede Trust
Glenmede Trust
Pennsylvania
$16.8M +$953K 2 0.1% Increased
156
Franklin Resources
Franklin Resources
California
$16.3M -$535K 2 0.01% Reduced
157
WIC
Willis Investment Counsel
Georgia
$16M -$3.57M 2 1.36% Reduced
158
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.6M -$440K 1 0.58% Reduced
159
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$15.6M +$12.9M 1 0.15% Increased
160
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15.5M +$143K 1 0.14% Increased
161
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$15.5M +$1.21M 1 0.13% Increased
162
William Blair Investment Management
William Blair Investment Management
Illinois
$15.3M +$326K 1 0.06% Increased
163
STCG
Speece Thorson Capital Group
Minnesota
$14.7M -$1.9M 1 3.18% Reduced
164
TU
TDAM USA
Ontario, Canada
$14.4M +$275K 2 0.71% Increased
165
MC
Martin Currie
United Kingdom
$14.2M -$712K 1 1.37% Reduced
166
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.1M -$866K 1 0.04% Reduced
167
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$13.9M -$7.11M 1 0.08% Reduced
168
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$13.6M +$29.3K 1 0.93% Increased
169
SCP
Sandhill Capital Partners
New York
$13.4M +$294K 2 4.18% Increased
170
Comerica Bank
Comerica Bank
Texas
$13.3M -$201K 4 0.11% Reduced
171
GAI
General American Investors
New York
$13.1M $0 1 1.36% Maintained
172
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$13.1M +$4.43M 3 0.13% Increased
173
HSBC Holdings
HSBC Holdings
United Kingdom
$13M -$1.93M 1 0.04% Reduced
174
WIM
Wilen Investment Management
Florida
$12.7M -$564K 2 8.33% Reduced
175
Capital International Sarl
Capital International Sarl
California
$12.4M -$1.6M 1 1.05% Reduced