← 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
Aberdeen Group
Aberdeen Group
United Kingdom
$41.9M +$12.4M 1 0.09% Increased
177
Creative Planning
Creative Planning
Kansas
$41.7M -$15.9M 4 0.08% Reduced
178
AIG
American International Group
New York
$41.7M -$32.6K 4 0.17% Reduced
179
UMB Bank
UMB Bank
Missouri
$40.9M +$185K 2 0.6% Increased
180
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.7M -$1.16M 1 0.14% Reduced
181
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$40.5M -$2.51M 1 0.64% Reduced
182
LPU
Lansdowne Partners (UK)
United Kingdom
$40.3M -$9.79M 1 2.96% Reduced
183
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$39.9M -$1.77M 1 1.2% Reduced
184
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$39.7M -$494K 1 0.12% Reduced
185
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$39.2M -$431K 3 0.79% Reduced
186
OP
Oslo Pensjonsforsikring
$38.7M $0 1 6.17% Maintained
187
DAM
Delta Asset Management
Tennessee
$36.9M -$617K 1 3.51% Reduced
188
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$36.6M -$55.4K 1 0.82% Reduced
189
BCM
Bornite Capital Management
New York
$36.5M -$11.8M 1 8.55% Reduced
190
Westwood Holdings Group
Westwood Holdings Group
Texas
$36.2M -$74.6M 1 0.31% Reduced
191
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35.8M -$7.93M 1 0.05% Reduced
192
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.7M +$1.67M 3 0.07% Increased
193
APG Asset Management
APG Asset Management
Netherlands
$35.6M +$2.59M 1 0.07% Increased
194
CT
Cambridge Trust
Massachusetts
$35.5M -$4.06M 2 1.48% Reduced
195
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.1M -$205K 2 0.11% Reduced
196
Davis Selected Advisers
Davis Selected Advisers
Arizona
$35M -$197K 1 0.2% Reduced
197
Chilton Investment Company
Chilton Investment Company
Connecticut
$34.9M +$6.52M 1 1.03% Increased
198
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$34.4M -$2.98M 5 0.24% Reduced
199
Renaissance Technologies
Renaissance Technologies
New York
$34.3M -$9.8M 3 0.05% Reduced
200
Two Sigma Advisers
Two Sigma Advisers
New York
$34.1M +$16.4M 4 0.08% Increased