← 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
201
WIC
Willis Investment Counsel
Georgia
$15.6M +$2.48M 1 0.73% Increased
202
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$15.6M $0 1 1.1% Maintained
203
HCCM
Herring Creek Capital Management
Connecticut
$15.6M +$14.5M 1 3.58% New
204
Boston Partners
Boston Partners
Massachusetts
$15.5M +$5.42M 2 0.03% Increased
205
SM
Stratton Management
Pennsylvania
$15.4M -$467K 1 0.73% Reduced
206
VBCP
Vollero Beach Capital Partners
New York
$15.3M +$2.22M 1 1.02% Increased
207
AC
Ascend Capital
California
$15.2M +$7.11M 1 0.46% Increased
208
Braun Stacey Associates
Braun Stacey Associates
New York
$15.1M +$570K 1 0.87% Increased
209
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$14.8M +$162K 1 1.79% Increased
210
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$14.7M +$7.12K 1 0.11% Increased
211
First Trust Advisors
First Trust Advisors
Illinois
$14.5M +$1.02M 4 0.07% Increased
212
IRF
IBM Retirement Fund
New York
$14.4M -$491K 1 0.19% Reduced
213
Driehaus Capital Management
Driehaus Capital Management
Illinois
$14.3M -$381K 2 0.52% Reduced
214
Meyer Handelman Company
Meyer Handelman Company
New York
$14.3M -$71.1K 1 0.69% Reduced
215
WIM
Wilen Investment Management
Florida
$14.1M -$1.3M 2 9.05% Reduced
216
Credit Agricole
Credit Agricole
France
$13.8M -$2.6M 1 0.06% Reduced
217
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$13.8M $0 1 0.28% Maintained
218
AIG
American International Group
New York
$13.8M +$514K 5 0.07% Increased
219
Winton Capital Management
Winton Capital Management
United Kingdom
$13.6M +$307K 1 0.12% Increased
220
CAM
Capstone Asset Management
Texas
$13.5M -$2.02M 4 0.39% Reduced
221
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$13.3M -$2.88M 1 0.21% Reduced
222
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$12.9M -$4.75M 2 0.08% Reduced
223
Regions Financial Corp
Regions Financial Corp
Alabama
$12.8M -$739K 2 0.16% Reduced
224
TSU
TD Securities (USA)
New York
$12.7M +$367K 1 0.21% Increased
225
TIP
Torray Investment Partners
Maryland
$12.7M -$1.98M 1 2.64% Reduced