← 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
STCG
Speece Thorson Capital Group
Minnesota
$15M -$3.57M 1 3.36% Reduced
177
Fisher Asset Management
Fisher Asset Management
Washington
$14.8M -$21.4K 1 0.03% Reduced
178
Axa
Axa
France
$14.8M +$4.8M 1 0.07% Increased
179
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$14.8M -$631K 1 0.09% Reduced
180
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$14.1M +$62.5K 1 1.67% Increased
181
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13.7M +$12.8M 1 0.07% Increased
182
BCM
Barometer Capital Management
Ontario, Canada
$13.7M +$78.7K 1 1.54% Increased
183
GD
Grandfield & Dodd
New York
$13.5M +$696K 1 1.75% Increased
184
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$13.3M -$72.7K 2 0.13% Reduced
185
FP
Foundry Partners
Minnesota
$13.2M -$435K 1 0.57% Reduced
186
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.1M $0 1 0.06% Maintained
187
JIR
James Investment Research
Ohio
$13.1M -$213K 1 0.34% Reduced
188
CIM
Calvert Investment Management
Maryland
$13M -$1.14M 2 0.49% Reduced
189
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.8M +$1.43M 2 0.05% Increased
190
Los Angeles Capital Management
Los Angeles Capital Management
California
$12.8M +$5.2M 1 0.1% Increased
191
GAI
General American Investors
New York
$12.7M $0 1 1.28% Maintained
192
Citadel Advisors
Citadel Advisors
Florida
$12.7M +$2.7M 4 0.01% Increased
193
Whittier Trust
Whittier Trust
California
$12.6M -$118K 2 0.54% Reduced
194
Suntrust Banks
Suntrust Banks
Georgia
$12.5M -$298K 2 0.08% Reduced
195
Capital International Sarl
Capital International Sarl
California
$12.5M -$171K 1 1.15% Reduced
196
VOYA Investment Management
VOYA Investment Management
Georgia
$12.5M +$520K 3 0.03% Increased
197
Asset Management One
Asset Management One
Japan
$12.3M -$448K 1 0.03% Reduced
198
Meyer Handelman Company
Meyer Handelman Company
New York
$12.2M $0 1 0.54% Maintained
199
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$12.1M +$4.58M 1 0.63% Increased
200
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12M -$2.83M 1 0.03% Reduced
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