← 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
SEI Trust Company
SEI Trust Company
Pennsylvania
$18M +$264K 1 0.17% Increased
177
TU
TDAM USA
Ontario, Canada
$17.9M -$273K 2 0.75% Reduced
178
VFA
Virtus Fund Advisers
Connecticut
$17.8M +$17.1M 3 0.12% New
179
TD Asset Management
TD Asset Management
Ontario, Canada
$17.5M -$356K 1 0.03% Reduced
180
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.3M +$665K 3 0.1% Increased
181
Donaldson Capital Management
Donaldson Capital Management
Indiana
$17.2M +$1.11M 1 2.75% Increased
182
IAM
Impax Asset Management
New Hampshire
$17.1M -$16.9M 1 1.08% Reduced
183
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$17.1M +$11.2M 4 1.63% Increased
184
TPSF
Texas Permanent School Fund
Texas
$16.9M -$726K 3 0.17% Reduced
185
VOYA Investment Management
VOYA Investment Management
Georgia
$16.9M -$12.9M 3 0.04% Reduced
186
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$16.4M -$550K 3 0.04% Reduced
187
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$16.4M $0 1 0.3% Maintained
188
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.3M +$266K 3 0.2% Increased
189
Two Sigma Investments
Two Sigma Investments
New York
$16.3M -$9.8M 4 0.07% Reduced
190
LCP
Lombardia Capital Partners
California
$16M -$1.46M 1 0.43% Reduced
191
SM
Stratton Management
Pennsylvania
$15.9M -$225K 1 0.66% Reduced
192
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15.9M -$2.01M 3 0.01% Reduced
193
Axa
Axa
France
$15.8M +$4.6M 1 0.07% Increased
194
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$15.8M $0 1 1.06% Maintained
195
AP
Alydar Partners
Massachusetts
$15.8M -$8.53M 1 1.35% Reduced
196
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.7M +$2.58M 1 2.81% Increased
197
Suntrust Banks
Suntrust Banks
Georgia
$15.6M -$8.79M 2 0.11% Reduced
198
WIM
Wilen Investment Management
Florida
$15.1M -$1.2M 2 8.87% Reduced
199
Raymond James & Associates
Raymond James & Associates
Florida
$15M +$6.72M 2 0.09% Increased
200
Eastern Bank
Eastern Bank
Massachusetts
$14.9M +$196K 1 1.21% Increased