← 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
Asset Management One
Asset Management One
Japan
$19.7M -$674K 1 0.12% Reduced
152
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$19.7M -$790K 1 0.15% Reduced
153
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$19.1M +$3.14M 1 1.03% Increased
154
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$18.5M +$138K 2 0.1% Increased
155
ACM
Argent Capital Management
Missouri
$18.4M -$312K 1 0.87% Reduced
156
SJIC
St. James Investment Company
Texas
$18.3M +$8.33M 1 2.3% Increased
157
Trillium Asset Management
Trillium Asset Management
Massachusetts
$18.1M +$1.66M 1 0.95% Increased
158
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$18.1M +$302K 2 0.13% Increased
159
Aberdeen Group
Aberdeen Group
United Kingdom
$17.7M -$1.98M 1 0.06% Reduced
160
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$17.4M +$2.73M 2 0.8% Increased
161
Millennium Management
Millennium Management
New York
$17.3M -$44.4M 5 0.04% Reduced
162
Federated Hermes
Federated Hermes
Pennsylvania
$17.3M -$573K 3 0.05% Reduced
163
SC
Sasco Capital
Connecticut
$17.2M +$1.97M 1 3.37% Increased
164
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$17M -$610K 2 0.59% Reduced
165
SEI Investments
SEI Investments
Pennsylvania
$16.6M -$81.1K 3 0.06% Reduced
166
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$16.5M +$1.92M 2 0.15% Increased
167
AL
AJO LP
Pennsylvania
$16.3M -$2.04M 3 0.15% Reduced
168
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$16.3M -$1.1M 3 0.06% Reduced
169
Comerica Bank
Comerica Bank
Texas
$16.1M -$188K 5 0.15% Reduced
170
Alpha Cubed Investments
Alpha Cubed Investments
California
$16M -$1.52M 1 1.92% Reduced
171
Gotham Asset Management
Gotham Asset Management
New York
$15.9M -$11.1M 2 0.44% Reduced
172
Primecap Management
Primecap Management
California
$15.4M -$282K 1 0.02% Reduced
173
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$15.2M -$299K 1 1.99% Reduced
174
Jane Street
Jane Street
New York
$15.2M +$1.25M 2 0.01% Increased
175
HSBC Holdings
HSBC Holdings
United Kingdom
$15.2M -$2.93M 3 0.04% Reduced