← 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
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$12M -$84.5K 1 0.75% Reduced
202
JCM
Jag Capital Management
Missouri
$11.9M -$1.71M 1 2.4% Reduced
203
SCM
SKBA Capital Management
California
$11.7M -$1.56M 1 1.38% Reduced
204
TIP
Torray Investment Partners
Maryland
$11.6M +$26.9K 1 1.24% Increased
205
WIM
Wilen Investment Management
Florida
$10.9M -$454K 2 6.72% Reduced
206
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$10.8M +$813K 1 0.44% Increased
207
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$10.8M +$1.35M 1 0.41% Increased
208
UIC
Uniplan Investment Counsel
Wisconsin
$10.7M -$1.15M 1 0.49% Reduced
209
Foresters Investment Management
Foresters Investment Management
New York
$10.7M +$824K 2 0.19% Increased
210
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.7M +$2.43M 4 0.05% Increased
211
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.6M -$3.63M 3 0.06% Reduced
212
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.6M +$2.39M 3 0.11% Increased
213
Arizona State Retirement System
Arizona State Retirement System
Arizona
$10.6M +$116K 2 0.16% Increased
214
DIA
Denver Investment Advisors
Colorado
$10.3M +$10.5M 1 0.44% New
215
TPSF
Texas Permanent School Fund
Texas
$10.1M -$359K 3 0.13% Reduced
216
BB&T Securities
BB&T Securities
Virginia
$10.1M +$2.27M 1 0.15% Increased
217
CCMH
Cornerstone Capital Management Holdings
New York
$10.1M -$2.77M 2 0.08% Reduced
218
PDM
Penn Davis McFarland
Texas
$10M -$268K 1 2.76% Reduced
219
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$9.91M -$721K 1 0.08% Reduced
220
NBC
Neuberger Berman Canada
Ontario, Canada
$9.6M +$1.58M 1 2.43% Increased
221
LPU
Lansdowne Partners (UK)
United Kingdom
$9.41M -$329K 1 0.08% Reduced
222
Manning & Napier Advisors
Manning & Napier Advisors
New York
$9.36M -$810K 2 0.06% Reduced
223
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.28M +$360K 3 0.12% Increased
224
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.23M $0 1 0.14% Maintained
225
EA
Edge Advisors
Georgia
$9.2M +$9.08M 2 1.18% New