← 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
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$30.6M -$456K 1 2.59% Reduced
152
Gabelli Funds
Gabelli Funds
New York
$30.1M $0 4 0.17% Maintained
153
Commerce Bank
Commerce Bank
Missouri
$29.9M +$551K 3 0.36% Increased
154
Davis Selected Advisers
Davis Selected Advisers
Arizona
$29.5M +$16.6K 1 0.13% Increased
155
Aviva
Aviva
United Kingdom
$29.2M +$7.38M 2 0.16% Increased
156
PTC
Philadelphia Trust Company
Pennsylvania
$28.7M +$2.48M 2 2.36% Increased
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$28.7M -$2.47M 2 0.14% Reduced
158
AIM
Avity Investment Management
Connecticut
$28.7M -$42.1K 1 3.4% Reduced
159
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$28.4M +$14.1M 1 0.4% Increased
160
KBC Group
KBC Group
Belgium
$28.4M -$10.9M 2 0.21% Reduced
161
SGAM
Smith Group Asset Management
Texas
$28.2M -$952K 2 0.8% Reduced
162
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$27.8M +$3.26M 5 0.24% Increased
163
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.3M -$94.6K 2 0.23% Reduced
164
Trillium Asset Management
Trillium Asset Management
Massachusetts
$26.6M +$454K 2 1.33% Increased
165
AIG
American International Group
New York
$26.6M -$203K 4 0.09% Reduced
166
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.9M -$346K 3 0.22% Reduced
167
MAA
Matrix Asset Advisors
New York
$25.7M -$1.15M 1 4.09% Reduced
168
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$25.2M +$7.79M 2 0.16% Increased
169
SIC
Schwartz Investment Counsel
Michigan
$25M $0 1 1.33% Maintained
170
GIA
Guyasuta Investment Advisors
Pennsylvania
$25M -$143K 1 2.66% Reduced
171
SEI Investments
SEI Investments
Pennsylvania
$24.9M -$12.9M 4 0.09% Reduced
172
Panagora Asset Management
Panagora Asset Management
Massachusetts
$24.6M -$38.7M 3 0.09% Reduced
173
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$24.5M +$41.6K 2 0.04% Increased
174
Ancora Advisors
Ancora Advisors
Ohio
$23.5M +$2.16M 3 0.91% Increased
175
Swiss Life Asset Management
Swiss Life Asset Management
$23.2M -$7.44M 1 0.31% Reduced