← 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
Tredje AP-fonden
Tredje AP-fonden
Sweden
$37.6M +$7.7M 1 0.55% Increased
177
Royal London Asset Management
Royal London Asset Management
United Kingdom
$37.5M +$1.87M 1 0.12% Increased
178
AIG
American International Group
New York
$37.2M -$1.11M 4 0.24% Reduced
179
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$37M +$36.7M 1 1.25% Increased
180
TCW Group
TCW Group
California
$36.2M +$5.38M 2 0.45% Increased
181
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$36.1M +$36.7M 1 0.12% New
182
UMB Bank
UMB Bank
Missouri
$36.1M -$1.69M 3 0.58% Reduced
183
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$35.9M +$6.44M 5 0.01% Increased
184
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$35.8M -$2.44M 3 0.78% Reduced
185
CT
Cambridge Trust
Massachusetts
$35.3M -$4.49M 1 1.63% Reduced
186
OP
Oslo Pensjonsforsikring
$34.7M $0 1 6.13% Maintained
187
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.4M +$25.6M 2 0.07% Increased
188
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$34.3M -$93.6K 1 0.43% Reduced
189
GF
Greenhouse Funds
Maryland
$34.2M -$9.96M 1 2.53% Reduced
190
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$33.4M +$4.75M 5 0.26% Increased
191
National Bank of Canada
National Bank of Canada
Quebec, Canada
$33.4M +$14.9M 3 0.05% Increased
192
DAM
Delta Asset Management
Tennessee
$33.2M -$73.3K 1 3.46% Reduced
193
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$32.5M +$74.8K 1 0.8% Increased
194
APG Asset Management
APG Asset Management
Netherlands
$32.3M -$11.1M 1 0.07% Reduced
195
SCA
Southpoint Capital Advisors
New York
$31.8M +$32.4M 1 0.71% New
196
WHCM
Wolf Hill Capital Management
Connecticut
$31.4M +$32M 1 2.62% New
197
Mercer Global Advisors
Mercer Global Advisors
Colorado
$31.3M -$11.9M 2 0.12% Reduced
198
Davis Selected Advisers
Davis Selected Advisers
Arizona
$31.2M -$5.11M 1 0.2% Reduced
199
Aviva
Aviva
United Kingdom
$30.3M -$13.7M 3 0.13% Reduced
200
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30M +$57.2K 2 0.06% Increased
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