← 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
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$26.5M +$1.88M 1 0.58% Increased
152
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.5M +$545K 4 0.08% Increased
153
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.4M -$3.01M 5 0.2% Reduced
154
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.9M +$3.81M 2 0.17% Increased
155
RHBC
R.H. Bluestein & Co
Michigan
$25.5M +$23.3M 2 1.28% Increased
156
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$25.3M -$266K 2 0.14% Reduced
157
MAA
Matrix Asset Advisors
New York
$25.2M -$308K 1 4.11% Reduced
158
Asset Management One
Asset Management One
Japan
$24.8M -$1.39M 1 0.11% Reduced
159
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$24.7M -$5.07M 2 0.15% Reduced
160
ProShare Advisors
ProShare Advisors
Maryland
$24.4M +$4.53M 2 0.11% Increased
161
ACI
AMP Capital Investors
Australia
$24.3M -$35.9K 3 0.13% Reduced
162
CCM
Cinctive Capital Management
New York
$24.3M +$22.5M 2 2.54% New
163
GIA
Guyasuta Investment Advisors
Pennsylvania
$24.1M -$91.2K 1 2.34% Reduced
164
KBC Group
KBC Group
Belgium
$24M +$263K 4 0.15% Increased
165
SC
Sasco Capital
Connecticut
$23.9M -$7.3M 1 3.28% Reduced
166
Aberdeen Group
Aberdeen Group
United Kingdom
$23.6M -$1.14M 1 0.06% Reduced
167
Primecap Management
Primecap Management
California
$23.6M -$9.3K 1 0.02% Reduced
168
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$23.4M +$4.77M 1 1.02% Increased
169
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$23.1M -$165K 1 0.15% Reduced
170
SEI Investments
SEI Investments
Pennsylvania
$22.9M -$4.25M 4 0.07% Reduced
171
ACM
Argent Capital Management
Missouri
$22.8M +$44.9K 1 0.78% Increased
172
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$22.6M +$6.25M 2 0.1% Increased
173
AL
AJO LP
Pennsylvania
$22.5M +$21M 2 0.13% New
174
Comerica Bank
Comerica Bank
Texas
$22.2M -$1.65M 5 0.17% Reduced
175
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$22M +$6.7M 2 0.57% Increased