← 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
Baird Financial Group
Baird Financial Group
Wisconsin
$19.1M +$8.84M 2 0.17% Increased
152
WIC
Willis Investment Counsel
Georgia
$19M +$1.2M 2 1.52% Increased
153
Pinnacle Associates
Pinnacle Associates
New York
$18.7M -$23.5K 2 0.38% Reduced
154
STCG
Speece Thorson Capital Group
Minnesota
$18.3M +$2.1M 1 3.92% Increased
155
Franklin Resources
Franklin Resources
California
$17.5M -$737K 2 0.01% Reduced
156
BCM
Beddow Capital Management
Wyoming
$17.2M -$2.03M 2 7.05% Reduced
157
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$17M -$145K 1 0.61% Reduced
158
William Blair Investment Management
William Blair Investment Management
Illinois
$16.9M -$215K 1 0.06% Reduced
159
Glenmede Trust
Glenmede Trust
Pennsylvania
$16.9M -$1.65M 3 0.1% Reduced
160
SCM
Stevens Capital Management
Pennsylvania
$16.4M -$8.12M 1 0.68% Reduced
161
Churchill Management
Churchill Management
California
$16.4M +$4.49M 1 0.67% Increased
162
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$16.2M -$803K 1 0.14% Reduced
163
TU
TDAM USA
Ontario, Canada
$16M +$119K 2 0.79% Increased
164
Fisher Asset Management
Fisher Asset Management
Washington
$15.9M +$7.27M 1 0.03% Increased
165
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$15.8M +$1.19M 3 0.15% Increased
166
MC
Martin Currie
United Kingdom
$15.3M -$323K 1 1.38% Reduced
167
Marshall Wace
Marshall Wace
United Kingdom
$15.2M +$14.9M 1 0.11% New
168
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$15.1M -$228K 1 0.09% Reduced
169
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15M -$2.04M 1 0.15% Reduced
170
SCP
Sandhill Capital Partners
New York
$14.7M +$13.2K 2 4.43% Increased
171
Hancock Whitney
Hancock Whitney
Mississippi
$14.7M +$14.5M 1 0.58% New
172
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.6M -$925K 1 0.04% Reduced
173
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$14.5M -$690K 1 0.93% Reduced
174
Douglas Lane & Associates
Douglas Lane & Associates
New York
$14.5M -$5.74M 1 0.39% Reduced
175
CRM
Cramer Rosenthal McGlynn
Connecticut
$14.5M +$1.74M 1 0.22% Increased