← 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
Macquarie Group
Macquarie Group
Australia
$17.1M -$143M 1 0.04% Reduced
177
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$17.1M -$319K 1 0.14% Reduced
178
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$17M $0 1 0.3% Maintained
179
SG Americas Securities
SG Americas Securities
New York
$16.5M +$7.23M 4 0.08% Increased
180
TU
TDAM USA
Ontario, Canada
$16.1M +$838K 2 0.68% Increased
181
Capital International Inc
Capital International Inc
California
$16.1M -$1.93M 1 1.1% Reduced
182
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16M -$3.01M 2 0.06% Reduced
183
TD Asset Management
TD Asset Management
Ontario, Canada
$15.9M +$91.4K 2 0.03% Increased
184
Axa
Axa
France
$15.9M +$1.39M 1 0.06% Increased
185
Winton Group
Winton Group
United Kingdom
$15.8M +$4.15M 1 0.2% Increased
186
William Blair & Company
William Blair & Company
Illinois
$15.7M +$8.02M 3 0.03% Increased
187
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.7M -$12.9M 1 0.04% Reduced
188
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$15M +$14.6M 1 1.36% New
189
WIM
Wilen Investment Management
Florida
$14.7M -$694K 2 9.67% Reduced
190
VDBMI
Van Den Berg Management I
Texas
$14.5M -$160K 1 1.3% Reduced
191
Arizona State Retirement System
Arizona State Retirement System
Arizona
$14.5M +$248K 3 0.17% Increased
192
VFAM
Valley Forge Asset Management
Pennsylvania
$14.3M +$13.9M 1 1.69% New
193
ECM
Estabrook Capital Management
New York
$14.1M -$315K 1 1.56% Reduced
194
SM
Stratton Management
Pennsylvania
$14.1M +$1.1M 1 0.58% Increased
195
Zacks Investment Management
Zacks Investment Management
Illinois
$14M +$676K 1 0.45% Increased
196
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.9M +$215K 2 0.28% Increased
197
Donaldson Capital Management
Donaldson Capital Management
Indiana
$13.9M -$1.55M 1 2.07% Reduced
198
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.6M -$1.02M 3 0.09% Reduced
199
VOYA Investment Management
VOYA Investment Management
Georgia
$13.6M -$685K 3 0.03% Reduced
200
TPSF
Texas Permanent School Fund
Texas
$13.6M -$297K 3 0.15% Reduced