← 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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.4M -$2.22M 3 0.16% Reduced
177
SIM
Sadoff Investment Management
Wisconsin
$26.4M -$50.9K 1 1.85% Reduced
178
Ancora Advisors
Ancora Advisors
Ohio
$26.4M +$534K 1 0.73% Increased
179
Two Sigma Advisers
Two Sigma Advisers
New York
$26.2M -$55.2M 5 0.07% Reduced
180
GD
Grandfield & Dodd
New York
$26.1M -$147K 2 1.96% Reduced
181
Guggenheim Capital
Guggenheim Capital
Illinois
$25.3M +$2.4M 4 0.17% Increased
182
Manning & Napier Group
Manning & Napier Group
New York
$25.1M +$640K 1 0.21% Increased
183
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$25M +$94.4K 2 0.16% Increased
184
Primecap Management
Primecap Management
California
$24.8M $0 1 0.02% Maintained
185
STRS Ohio
STRS Ohio
Ohio
$24M -$12.2M 5 0.09% Reduced
186
Braun Stacey Associates
Braun Stacey Associates
New York
$23.9M +$291K 1 1.01% Increased
187
Panagora Asset Management
Panagora Asset Management
Massachusetts
$23.6M -$1.94M 5 0.13% Reduced
188
LPL Financial
LPL Financial
California
$23.2M -$6.23M 3 0.03% Reduced
189
Comerica Bank
Comerica Bank
Texas
$22.5M -$2.04M 5 0.13% Reduced
190
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$22.4M +$6.69M 3 0.5% Increased
191
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$22.3M +$20.8M 2 0.22% New
192
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.1M -$1.42M 3 0.06% Reduced
193
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$22M +$12.7M 1 0.01% Increased
194
Eastern Bank
Eastern Bank
Massachusetts
$21.6M -$1.31M 1 1.17% Reduced
195
Scout Investments
Scout Investments
Missouri
$21.5M +$6.11M 2 0.32% Increased
196
DAM
Delta Asset Management
Tennessee
$21.4M +$163K 1 2.17% Increased
197
ACI
AMP Capital Investors
Australia
$21M -$6.41M 1 0.1% Reduced
198
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$20.8M +$3.23M 2 0.09% Increased
199
GGI
Godsey & Gibb Inc
Virginia
$20.8M -$2M 1 2.56% Reduced
200
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$20.7M +$19.3M 1 0.3% New