← 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
Cullen Capital Management
Cullen Capital Management
New York
$32.8M -$10.3M 1 0.32% Reduced
152
Davis Selected Advisers
Davis Selected Advisers
Arizona
$32.6M -$1.46M 1 0.13% Reduced
153
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32.5M $0 2 0.39% Maintained
154
ACM
Argent Capital Management
Missouri
$32.4M -$65K 1 1.01% Reduced
155
AIG
American International Group
New York
$31.6M -$17.5M 5 0.11% Reduced
156
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$31M +$2.62M 3 0.17% Increased
157
LPL Financial
LPL Financial
California
$30.7M +$5.59M 3 0.03% Increased
158
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$30.5M -$35.2K 1 0.31% Reduced
159
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$30.4M +$9.41M 2 0.11% Increased
160
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$29.9M -$1.29M 1 0.6% Reduced
161
FCI
Financial Counselors Inc
Kansas
$29.7M +$1.11M 1 0.65% Increased
162
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$29.7M -$2.89M 3 0.06% Reduced
163
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$29.6M -$703K 2 0.59% Reduced
164
GD
Grandfield & Dodd
New York
$29.4M +$204K 2 2.03% Increased
165
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$29.2M +$5.03M 3 0.58% Increased
166
HSBC Holdings
HSBC Holdings
United Kingdom
$28.7M -$9.58M 3 0.03% Reduced
167
SAM
Scopus Asset Management
New York
$28.6M -$524K 1 0.37% Reduced
168
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$28.5M -$2.18M 2 0.03% Reduced
169
Manning & Napier Group
Manning & Napier Group
New York
$28.5M +$1.57M 1 0.23% Increased
170
Nomura Asset Management
Nomura Asset Management
Japan
$28.4M -$1.64M 1 0.16% Reduced
171
SIM
Sadoff Investment Management
Wisconsin
$28.2M -$123K 1 1.88% Reduced
172
Ancora Advisors
Ancora Advisors
Ohio
$27.9M -$360K 1 0.73% Reduced
173
Primecap Management
Primecap Management
California
$27.7M $0 1 0.02% Maintained
174
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$26.6M -$208K 2 0.15% Reduced
175
Guggenheim Capital
Guggenheim Capital
Illinois
$25.9M -$1.04M 5 0.15% Reduced