← 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
Alpha Cubed Investments
Alpha Cubed Investments
California
$16.3M -$1.54M 1 1.79% Reduced
177
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$16.2M -$522K 2 0.03% Reduced
178
Manning & Napier Group
Manning & Napier Group
New York
$16.2M -$479K 1 0.17% Reduced
179
TCW Group
TCW Group
California
$16M -$5.95M 1 0.19% Reduced
180
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M +$558K 3 0.06% Increased
181
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$15.7M -$2.7M 2 0.13% Reduced
182
SIC
Schwartz Investment Counsel
Michigan
$15.4M -$7.38M 1 0.84% Reduced
183
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$15.3M -$15.4M 1 0.03% Reduced
184
GGI
Godsey & Gibb Inc
Virginia
$15.2M -$6.58K 1 2.43% Reduced
185
Jane Street
Jane Street
New York
$15.1M -$2.29M 3 0.01% Reduced
186
TIP
Torray Investment Partners
Maryland
$15M -$18.9K 1 2.82% Reduced
187
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$14.6M +$1.07M 5 0.13% Increased
188
FCI
Financial Counselors Inc
Kansas
$14.5M +$2.05M 2 0.46% Increased
189
Eastern Bank
Eastern Bank
Massachusetts
$14.5M -$280K 1 0.94% Reduced
190
M&T Bank
M&T Bank
New York
$14.4M -$1.07M 3 0.08% Reduced
191
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$13.8M -$9.98M 1 0.74% Reduced
192
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$13.7M -$118K 4 0.18% Reduced
193
Royal London Asset Management
Royal London Asset Management
United Kingdom
$13.7M -$160K 1 0.1% Reduced
194
Osaic Holdings
Osaic Holdings
Arizona
$13.6M -$2.74M 6 0.05% Reduced
195
GAI
General American Investors
New York
$13.5M $0 1 1.71% Maintained
196
DAM
Delta Asset Management
Tennessee
$13.4M +$271K 1 1.77% Increased
197
CIBC World Markets
CIBC World Markets
New York
$13.4M +$10.1M 1 0.14% Increased
198
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$13.1M -$13.7M 3 0.04% Reduced
199
LPL Financial
LPL Financial
California
$13.1M +$1.57M 3 0.02% Increased
200
DP
DDD Partners
Washington
$13.1M +$12.3M 1 3.75% New