← 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
$16.9M -$38.2K 1 0.09% Reduced
177
TU
TDAM USA
Ontario, Canada
$16.8M -$607K 2 0.87% Reduced
178
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.5M -$403K 2 0.05% Reduced
179
DF
Donoghue Forlines
Massachusetts
$16.3M +$16M 1 1.85% New
180
GD
Grandfield & Dodd
New York
$16.3M +$268K 1 1.92% Increased
181
SEI Investments
SEI Investments
Pennsylvania
$16.3M +$2.28M 4 0.06% Increased
182
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$16.1M +$15.8M 1 0.2% New
183
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$15.9M -$58.8K 1 1.82% Reduced
184
PIA
Piedmont Investment Advisors
North Carolina
$15.7M -$14.8M 2 0.35% Reduced
185
BB&T Securities
BB&T Securities
Virginia
$15.6M +$1.19M 1 0.23% Increased
186
CI Global Investments
CI Global Investments
California
$15.6M +$15.3M 1 0.3% New
187
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.5M $0 2 0.33% Maintained
188
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$15.4M +$226K 2 0.14% Increased
189
Los Angeles Capital Management
Los Angeles Capital Management
California
$15.4M +$5.37M 1 0.1% Increased
190
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$15.3M -$10.5M 1 0.03% Reduced
191
BCM
Beddow Capital Management
Wyoming
$14.8M -$151K 2 6% Reduced
192
Two Sigma Investments
Two Sigma Investments
New York
$14.8M +$14M 3 0.05% Increased
193
GAI
General American Investors
New York
$14.7M $0 1 1.49% Maintained
194
Hancock Whitney
Hancock Whitney
Mississippi
$14.6M -$278K 1 0.62% Reduced
195
Whittier Trust
Whittier Trust
California
$14.5M +$124K 2 0.56% Increased
196
Panagora Asset Management
Panagora Asset Management
Massachusetts
$14.5M -$2.51M 2 0.06% Reduced
197
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.3M +$594K 1 0.03% Increased
198
VOYA Investment Management
VOYA Investment Management
Georgia
$14.1M -$24.8K 3 0.03% Reduced
199
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$14M -$6.01M 1 0.02% Reduced
200
Manning & Napier Advisors
Manning & Napier Advisors
New York
$13.9M +$2.28M 2 0.12% Increased