← 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
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$32.6M +$30M 1 0.38% New
152
Gabelli Funds
Gabelli Funds
New York
$32.6M +$79K 4 0.22% Increased
153
OP
Oslo Pensjonsforsikring
$32.1M +$29.5M 1 4.71% New
154
Davis Selected Advisers
Davis Selected Advisers
Arizona
$31.9M -$7.03M 1 0.14% Reduced
155
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$31.4M -$406K 2 0.17% Reduced
156
CRM
Cramer Rosenthal McGlynn
Connecticut
$31.3M +$28.8M 1 1.04% New
157
Sessa Capital
Sessa Capital
New York
$30.7M $0 1 1.18% Maintained
158
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$30.5M +$691K 3 0.07% Increased
159
ACM
Argent Capital Management
Missouri
$30.3M -$41.5K 1 1.01% Reduced
160
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$30.1M -$5M 3 0.06% Reduced
161
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$29.9M +$10.8M 2 0.39% Increased
162
Whittier Trust
Whittier Trust
California
$29.6M +$929K 4 0.58% Increased
163
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$29.2M -$2.34M 1 0.62% Reduced
164
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$28.6M -$1.23M 2 0.03% Reduced
165
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$28.6M -$24.2M 1 0.61% Reduced
166
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$28.5M -$11.9K 1 0.31% Reduced
167
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$28.3M -$522K 1 0.93% Reduced
168
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$28.3M -$776K 2 0.62% Reduced
169
Nomura Asset Management
Nomura Asset Management
Japan
$28.1M -$3.09M 1 0.18% Reduced
170
SEI Investments
SEI Investments
Pennsylvania
$27.8M +$1.19M 5 0.07% Increased
171
Folketrygdfondet
Folketrygdfondet
Norway
$27.6M +$17.7M 1 0.94% Increased
172
SAM
Scopus Asset Management
New York
$27.2M -$10.1M 1 0.34% Reduced
173
FCI
Financial Counselors Inc
Kansas
$26.7M +$1.38M 1 0.62% Increased
174
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$26.6M +$1.41M 6 0.46% Increased
175
VanEck Associates
VanEck Associates
New York
$26.6M -$108K 1 0.07% Reduced