← 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
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$16.3M $0 1 0.31% Maintained
177
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$16.3M +$18.2M 1 0.13% New
178
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$16M -$4.31M 1 0.78% Reduced
179
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.1M +$2.46M 1 2.19% Increased
180
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$14.8M -$780K 2 0.19% Reduced
181
RIM
Rainier Investment Management
Washington
$14.8M -$42.5M 1 0.25% Reduced
182
TD Asset Management
TD Asset Management
Ontario, Canada
$14.8M +$420K 2 0.03% Increased
183
M&T Bank
M&T Bank
New York
$14.8M +$15.6M 2 0.1% Increased
184
WIM
Wilen Investment Management
Florida
$14.8M -$282K 2 9.39% Reduced
185
TCW Group
TCW Group
California
$14.8M -$398K 1 0.06% Reduced
186
Donaldson Capital Management
Donaldson Capital Management
Indiana
$14.4M +$358K 1 2.28% Increased
187
TU
TDAM USA
Ontario, Canada
$14.3M -$573K 2 0.62% Reduced
188
Stifel Financial
Stifel Financial
Missouri
$13.8M -$12.1M 2 0.12% Reduced
189
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.6M -$721K 3 0.09% Reduced
190
Wasatch Advisors
Wasatch Advisors
Utah
$13.5M -$2.88M 2 0.14% Reduced
191
ECM
Estabrook Capital Management
New York
$13.5M -$2.51M 1 1.44% Reduced
192
Axa
Axa
France
$13.5M +$516K 1 0.06% Increased
193
VOYA Investment Management
VOYA Investment Management
Georgia
$13.3M -$746K 3 0.03% Reduced
194
Arizona State Retirement System
Arizona State Retirement System
Arizona
$13.2M -$220K 3 0.16% Reduced
195
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$13M $0 1 0.86% Maintained
196
TPSF
Texas Permanent School Fund
Texas
$12.9M -$1.14M 3 0.15% Reduced
197
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$12.9M +$3.29M 2 0.27% Increased
198
RIG
Roosevelt Investment Group
New York
$12.8M -$54.6M 1 0.68% Reduced
199
Eastern Bank
Eastern Bank
Massachusetts
$12.6M +$366K 1 1.01% Increased
200
Zacks Investment Management
Zacks Investment Management
Illinois
$12.3M +$10.1M 1 0.43% Increased