← 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
Whittier Trust
Whittier Trust
California
$14.1M +$1.06M 2 0.62% Increased
202
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$14.1M +$684K 2 0.03% Increased
203
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.8M -$304K 1 0.04% Reduced
204
Capital International Inc
Capital International Inc
California
$13.8M $0 1 0.99% Maintained
205
STCG
Speece Thorson Capital Group
Minnesota
$13.7M -$107K 1 3.29% Reduced
206
Artisan Partners
Artisan Partners
Wisconsin
$13.6M -$2.53M 1 0.03% Reduced
207
1M
13D Management
New York
$13.4M +$14.1M 1 3.02% New
208
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.2M -$21.5M 1 0.05% Reduced
209
VOYA Investment Management
VOYA Investment Management
Georgia
$13.1M -$316K 3 0.03% Reduced
210
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M -$714K 3 0.09% Reduced
211
Meyer Handelman Company
Meyer Handelman Company
New York
$12.9M -$49.4K 1 0.59% Reduced
212
TSU
TD Securities (USA)
New York
$12.8M +$1.32M 1 0.17% Increased
213
TPSF
Texas Permanent School Fund
Texas
$12.6M -$612K 3 0.15% Reduced
214
ECM
Estabrook Capital Management
New York
$12.2M -$1.12M 1 1.52% Reduced
215
Bank of Montreal
Bank of Montreal
Ontario, Canada
$12.1M -$334K 4 0.01% Reduced
216
SM
Stratton Management
Pennsylvania
$12.1M -$1.99M 1 0.53% Reduced
217
Asset Management One
Asset Management One
Japan
$12M +$4.59M 1 0.17% Increased
218
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$12M -$20.2M 1 0.29% Reduced
219
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$11.6M -$250K 1 0.75% Reduced
220
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$11.6M +$1.99M 1 0.5% Increased
221
LCP
Lombardia Capital Partners
California
$11.6M +$234K 1 0.39% Increased
222
TIP
Torray Investment Partners
Maryland
$11.5M +$11.7M 1 0.75% Increased
223
Virtu KCG Holdings
Virtu KCG Holdings
New York
$11.5M +$5.48M 2 0.21% Increased
224
ICOM
Investment Counselors of Maryland
Maryland
$11.5M +$4.76M 1 0.54% Increased
225
WesBanco Bank
WesBanco Bank
West Virginia
$11.5M -$309K 1 0.64% Reduced