← 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
HSBC Holdings
HSBC Holdings
United Kingdom
$21.8M +$7.82M 4 0.04% Increased
177
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$21.4M -$611K 2 0.59% Reduced
178
GD
Grandfield & Dodd
New York
$21.2M +$399K 1 1.93% Increased
179
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$21.1M -$10.3M 2 0.64% Reduced
180
Alpha Cubed Investments
Alpha Cubed Investments
California
$21M -$591K 1 2.16% Reduced
181
HighTower Advisors
HighTower Advisors
Illinois
$20.8M +$139K 1 0.12% Increased
182
PTC
Philadelphia Trust Company
Pennsylvania
$20.8M -$3.01M 2 1.78% Reduced
183
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.7M +$1.78M 5 0.04% Increased
184
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$20.4M +$426K 4 0.28% Increased
185
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$20.4M -$20M 1 0.03% Reduced
186
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.4M +$3.66M 1 0.91% Increased
187
Point72 Asset Management
Point72 Asset Management
Connecticut
$20M +$16.9M 1 0.11% Increased
188
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$20M +$2.94M 1 0.87% Increased
189
Westwood Holdings Group
Westwood Holdings Group
Texas
$19.9M -$1.43M 2 0.21% Reduced
190
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$19.1M +$9.07M 1 0.24% Increased
191
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$18.9M +$10.9K 1 1.65% Increased
192
Whittier Trust
Whittier Trust
California
$18.6M -$172K 4 0.49% Reduced
193
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$18.4M -$208K 2 0.15% Reduced
194
M&T Bank
M&T Bank
New York
$18.3M -$268K 3 0.09% Reduced
195
Jane Street
Jane Street
New York
$18.1M +$9.16M 2 0.03% Increased
196
LM
Luminus Management
Texas
$17.8M +$14.9M 2 0.74% Increased
197
Manning & Napier Group
Manning & Napier Group
New York
$17.7M +$1.81M 1 0.19% Increased
198
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$17.7M +$123K 1 0.52% Increased
199
MPIA
Mountain Pacific Investment Advisers
Idaho
$17.6M -$46.3K 2 1.48% Reduced
200
Ancora Advisors
Ancora Advisors
Ohio
$17.6M -$823K 2 0.66% Reduced