← 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
Creative Planning
Creative Planning
Kansas
$35.3M -$1.33M 3 0.05% Reduced
177
Davis Selected Advisers
Davis Selected Advisers
Arizona
$34.2M -$4.67M 1 0.21% Reduced
178
OP
Oslo Pensjonsforsikring
$33.9M -$2.89M 1 5.87% Reduced
179
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$33.8M -$14.6M 1 0.16% Reduced
180
Royal London Asset Management
Royal London Asset Management
United Kingdom
$33.6M +$3.75M 1 0.11% Increased
181
JLBC
J.L. Bainbridge & Co
Florida
$33.1M -$312K 1 4.13% Reduced
182
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$32.5M -$17.6K 1 0.38% Reduced
183
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32M +$7.47M 4 0.07% Increased
184
DAM
Delta Asset Management
Tennessee
$31.4M +$168K 1 3.12% Increased
185
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$30.5M +$1.74M 1 0.72% Increased
186
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$30.3M +$1.57M 1 0.33% Increased
187
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$29.6M +$12.2M 4 0.13% Increased
188
TCW Group
TCW Group
California
$29.5M -$3.64M 2 0.33% Reduced
189
STRS Ohio
STRS Ohio
Ohio
$29.2M -$868K 4 0.12% Reduced
190
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$28.7M +$12.2M 4 0.28% Increased
191
NIM
Northeast Investment Management
Massachusetts
$28.6M -$629K 1 1.61% Reduced
192
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$28.3M -$4.05M 2 0.06% Reduced
193
Tredje AP-fonden
Tredje AP-fonden
Sweden
$28.3M -$12.9M 1 0.4% Reduced
194
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$28.2M -$13.7M 2 0.23% Reduced
195
PR
Payden & Rygel
California
$28.2M +$545K 1 2% Increased
196
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.9M -$17.2M 6 0.01% Reduced
197
Amalgamated Bank
Amalgamated Bank
New York
$27.9M -$25.8K 4 0.23% Reduced
198
Meyer Handelman Company
Meyer Handelman Company
New York
$27.4M -$670K 1 1.11% Reduced
199
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$27.3M -$958K 1 1.03% Reduced
200
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$26.9M +$557K 5 0.2% Increased