← 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
176
Williams Jones & Associates
Williams Jones & Associates
New York
$19.1M +$8.39M 2 0.92% Increased
177
MSA
Mason Street Advisors
Wisconsin
$19.1M +$3.25M 3 0.16% Increased
178
Aviva
Aviva
United Kingdom
$19M -$5.46M 1 0.16% Reduced
179
CBOA
Commonwealth Bank of Australia
Australia
$18.3M +$1.13M 1 0.13% Increased
180
TPSF
Texas Permanent School Fund
Texas
$18.2M -$1.15M 3 0.18% Reduced
181
Manning & Napier Advisors
Manning & Napier Advisors
New York
$18M -$3.28M 1 0.08% Reduced
182
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18M +$16.3M 3 0.1% Increased
183
TCW Group
TCW Group
California
$17.9M +$42.7K 1 0.08% Increased
184
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$17.8M +$217K 1 0.59% Increased
185
abrdn Investment Management
abrdn Investment Management
United Kingdom
$17.8M +$15.4M 1 0.09% Increased
186
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$17.5M -$2.03M 1 0.06% Reduced
187
Baird
Baird
Wisconsin
$17.4M -$196K 3 0.3% Reduced
188
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.9M +$1.38M 3 0.1% Increased
189
SG Americas Securities
SG Americas Securities
New York
$16.8M -$1.53M 2 0.07% Reduced
190
AIP
ARS Investment Partners
New York
$16.7M -$1.38M 1 2.81% Reduced
191
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.7M -$635K 3 0.21% Reduced
192
LCP
Lombardia Capital Partners
California
$16.6M +$779K 1 0.47% Increased
193
CF
Cypress Funds
California
$16.6M $0 1 4.67% Maintained
194
DSI
Daiwa SB Investments
Japan
$16.4M -$215K 1 1.84% Reduced
195
SPC
Standard Pacific Capital
California
$16.4M -$6.56M 1 2.85% Reduced
196
AIM
Avity Investment Management
Connecticut
$16.2M +$16.7K 1 3.1% Increased
197
Citigroup
Citigroup
New York
$16M -$11.1M 5 0.01% Reduced
198
Kennedy Capital Management
Kennedy Capital Management
Missouri
$15.9M +$7.83K 1 0.29% Increased
199
TU
TDAM USA
Ontario, Canada
$15.9M +$14.3M 2 0.69% Increased
200
GD
Grandfield & Dodd
New York
$15.9M +$329K 1 2.58% Increased