← 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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$16.1M -$212K 1 0.09% Reduced
177
FP
Foundry Partners
Minnesota
$16M +$1.38M 1 0.67% Increased
178
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16M +$1.72M 2 0.05% Increased
179
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$15.2M -$373K 1 1.77% Reduced
180
BCM
Beddow Capital Management
Wyoming
$15.2M -$725K 2 6% Reduced
181
GD
Grandfield & Dodd
New York
$15M +$12.5K 1 1.86% Increased
182
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$14.8M +$9.26M 2 0.3% Increased
183
Axa
Axa
France
$14.7M -$1.63M 1 0.07% Reduced
184
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.5M -$223K 2 0.14% Reduced
185
Hancock Whitney
Hancock Whitney
Mississippi
$14.2M -$2.31M 1 0.59% Reduced
186
JIR
James Investment Research
Ohio
$14.1M -$353K 1 0.39% Reduced
187
GAI
General American Investors
New York
$14M $0 1 1.37% Maintained
188
LPU
Lansdowne Partners (UK)
United Kingdom
$13.7M +$3.2M 1 0.12% Increased
189
Whittier Trust
Whittier Trust
California
$13.7M -$211K 2 0.55% Reduced
190
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.7M -$710K 1 0.06% Reduced
191
BB&T Securities
BB&T Securities
Virginia
$13.7M +$2.41M 1 0.19% Increased
192
VOYA Investment Management
VOYA Investment Management
Georgia
$13.6M -$30.5K 3 0.03% Reduced
193
Meyer Handelman Company
Meyer Handelman Company
New York
$13.5M $0 1 0.58% Maintained
194
BA
Boston Advisors
Massachusetts
$13.5M -$18.4M 1 0.32% Reduced
195
SEI Investments
SEI Investments
Pennsylvania
$13.4M +$8.25M 4 0.06% Increased
196
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$13.3M +$44.9K 1 0.79% Increased
197
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.1M -$199K 1 0.03% Reduced
198
TIP
Torray Investment Partners
Maryland
$12.9M +$38.9K 1 1.35% Increased
199
QIM
Quantitative Investment Management
Virginia
$12.7M +$4.4M 1 0.19% Increased
200
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$12.6M +$663K 1 0.49% Increased