← 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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.87M +$11.3M 2 0.14% New
202
Asset Management One
Asset Management One
Japan
$9.82M +$785K 1 0.15% Increased
203
GD
Grandfield & Dodd
New York
$9.79M +$456K 1 1.64% Increased
204
Meyer Handelman Company
Meyer Handelman Company
New York
$9.74M -$59K 1 0.49% Reduced
205
M&T Bank
M&T Bank
New York
$9.7M -$2.45M 2 0.07% Reduced
206
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.67M +$2.41M 1 0.33% Increased
207
TPSF
Texas Permanent School Fund
Texas
$9.57M -$230K 3 0.12% Reduced
208
Hermes Investment Management
Hermes Investment Management
United Kingdom
$9.43M -$7.34M 1 0.24% Reduced
209
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$9.14M +$1M 2 0.14% Increased
210
WesBanco Bank
WesBanco Bank
West Virginia
$9.1M +$404K 1 0.55% Increased
211
VDBMI
Van Den Berg Management I
Texas
$8.88M +$239K 1 1.14% Increased
212
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$8.87M +$37.2K 1 0.62% Increased
213
LCP
Lombardia Capital Partners
California
$8.81M $0 1 0.42% Maintained
214
TIP
Torray Investment Partners
Maryland
$8.81M +$33.1K 1 0.65% Increased
215
RCM
Riverhead Capital Management
Delaware
$8.79M +$272K 2 0.14% Increased
216
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$8.54M +$9.74M 3 0.1% New
217
CCMH
Cornerstone Capital Management Holdings
New York
$8.54M +$2.19M 2 0.08% Increased
218
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$8.53M -$354K 1 0.51% Reduced
219
Manning & Napier Advisors
Manning & Napier Advisors
New York
$8.45M -$615K 2 0.05% Reduced
220
Millennium Management
Millennium Management
New York
$8.33M -$16.1M 3 0.02% Reduced
221
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$8.23M +$3.97M 1 1.43% Increased
222
CIM
Calvert Investment Management
Maryland
$8.13M +$1.35M 1 0.41% Increased
223
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$8.09M +$195K 1 1.16% Increased
224
SCM
Stevens Capital Management
Pennsylvania
$8M -$6.94M 2 0.37% Reduced
225
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.93M -$4.05M 2 0.02% Reduced