← 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
QIM
Quantitative Investment Management
Virginia
$21M +$12.9M 2 0.36% Increased
152
Federated Hermes
Federated Hermes
Pennsylvania
$20.7M -$16.2M 2 0.06% Reduced
153
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$20.4M -$143K 1 0.71% Reduced
154
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$20.2M +$1.74M 2 0.59% Increased
155
ACM
Argent Capital Management
Missouri
$20.1M -$508K 1 0.74% Reduced
156
William Blair Investment Management
William Blair Investment Management
Illinois
$19.7M -$5.57M 2 0.08% Reduced
157
ACI
AMP Capital Investors
Australia
$19.5M -$649K 1 0.11% Reduced
158
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$19.4M +$1.33M 1 0.09% Increased
159
Element Capital Management
Element Capital Management
New York
$19.3M +$19.8M 1 0.45% New
160
SEI Investments
SEI Investments
Pennsylvania
$19.3M +$8.78M 3 0.07% Increased
161
QS Investors
QS Investors
New York
$19.2M +$6.12M 3 0.2% Increased
162
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$19M +$3.9M 2 0.04% Increased
163
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$19M -$19.3M 1 0.14% Reduced
164
STCG
Speece Thorson Capital Group
Minnesota
$18.9M -$424K 1 4.02% Reduced
165
Calamos Advisors
Calamos Advisors
Illinois
$18.9M -$4.91M 1 0.12% Reduced
166
Pinnacle Associates
Pinnacle Associates
New York
$18.5M -$702K 2 0.36% Reduced
167
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$18.1M +$32.7K 1 0.64% Increased
168
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$18M +$591K 1 0.83% Increased
169
Aviva
Aviva
United Kingdom
$17.9M -$2.04M 1 0.11% Reduced
170
Churchill Management
Churchill Management
California
$17.3M -$483K 1 0.5% Reduced
171
DF
Donoghue Forlines
Massachusetts
$17.2M -$1.29M 1 1.49% Reduced
172
HA
Heartland Advisors
Wisconsin
$17.2M -$385K 2 1.15% Reduced
173
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$16.9M +$286K 2 0.13% Increased
174
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$16.8M -$265K 1 0.08% Reduced
175
GD
Grandfield & Dodd
New York
$16.6M +$195K 1 1.85% Increased