← 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
Commerce Bank
Commerce Bank
Missouri
$187M -$1.37M 3 1.04% Reduced
152
Silvercrest Asset Management
Silvercrest Asset Management
New York
$186M +$15.2M 4 1.23% Increased
153
Marsico Capital Management
Marsico Capital Management
Colorado
$186M -$7.02M 1 4.77% Reduced
154
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$185M -$2.69M 2 4.63% Reduced
155
Wasatch Advisors
Wasatch Advisors
Utah
$180M -$3.3M 1 0.97% Reduced
156
First Manhattan
First Manhattan
New York
$180M -$706K 3 0.47% Reduced
157
Fisher Asset Management
Fisher Asset Management
Washington
$179M +$26.3M 3 0.06% Increased
158
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$178M -$9M 4 1.49% Reduced
159
IP
Interval Partners
New York
$175M -$37.6M 1 2.85% Reduced
160
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$174M -$42.7M 3 1.59% Reduced
161
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$174M +$45.1M 6 0.2% Increased
162
Danske Bank
Danske Bank
Denmark
$174M -$4.65M 5 0.43% Reduced
163
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$173M -$5.35M 6 0.22% Reduced
164
Eventide Asset Management
Eventide Asset Management
Massachusetts
$172M -$3.79M 2 2.82% Reduced
165
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$170M +$413K 4 1.22% Increased
166
Holocene Advisors
Holocene Advisors
New York
$170M +$27.3M 2 0.39% Increased
167
Merewether Investment Management
Merewether Investment Management
Texas
$168M -$9.88M 1 4.01% Reduced
168
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$166M -$348K 3 0.36% Reduced
169
Alyeska Investment Group
Alyeska Investment Group
Illinois
$165M +$89.2M 2 0.5% Increased
170
Westfield Capital Management
Westfield Capital Management
Massachusetts
$163M -$36.1M 1 0.69% Reduced
171
Chevy Chase Trust
Chevy Chase Trust
Maryland
$161M -$6.04M 2 0.44% Reduced
172
Groupe la Francaise
Groupe la Francaise
France
$160M +$7.88M 2 2.16% Increased
173
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$160M +$3.75M 4 0.51% Increased
174
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$159M -$160M 2 0.77% Reduced
175
Canada Life
Canada Life
Manitoba, Canada
$157M +$2.13M 3 0.23% Increased