← 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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$18M +$868K 1 0.14% Increased
177
WC
Walthausen & Co
New York
$17.9M -$1.49M 1 1.31% Reduced
178
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$17.8M -$1.68M 1 0.39% Reduced
179
Bartlett & Co
Bartlett & Co
Ohio
$17.6M -$373K 2 0.87% Reduced
180
Comerica Bank
Comerica Bank
Texas
$16.4M -$17.1M 4 0.14% Reduced
181
TU
TDAM USA
Ontario, Canada
$16.4M +$301K 2 0.67% Increased
182
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.3M +$13.6M 2 0.08% Increased
183
CTI
Community Trust & Investment
Kentucky
$16.1M +$6.38M 1 2.17% Increased
184
TD Asset Management
TD Asset Management
Ontario, Canada
$15.7M -$226K 2 0.03% Reduced
185
Artisan Partners
Artisan Partners
Wisconsin
$15.4M -$4.7M 1 0.03% Reduced
186
Donaldson Capital Management
Donaldson Capital Management
Indiana
$15.4M +$1.54M 1 2.17% Increased
187
WIM
Wilen Investment Management
Florida
$15.3M -$255K 2 10.49% Reduced
188
Millennium Management
Millennium Management
New York
$15.1M -$6.21M 4 0.03% Reduced
189
Zacks Investment Management
Zacks Investment Management
Illinois
$15M +$1M 1 0.47% Increased
190
GAI
General American Investors
New York
$14.9M +$2.38M 1 1.23% Increased
191
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.2M -$1.41M 1 0.04% Reduced
192
SM
Stratton Management
Pennsylvania
$14.1M -$21.4K 1 0.57% Reduced
193
CAM
Capstone Asset Management
Texas
$14M +$561K 3 0.4% Increased
194
PRCM
Pine River Capital Management
Minnesota
$14M -$6.57M 1 0.17% Reduced
195
Capital International Inc
Capital International Inc
California
$13.9M -$2.15M 1 1.05% Reduced
196
Axa
Axa
France
$13.9M -$1.97M 2 0.06% Reduced
197
STCG
Speece Thorson Capital Group
Minnesota
$13.9M +$2.83M 1 3.26% Increased
198
VFAM
Valley Forge Asset Management
Pennsylvania
$13.8M -$516K 1 1.7% Reduced
199
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.7M +$285K 3 0.1% Increased
200
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M -$280K 1 0.25% Reduced