← 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
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$12.4M +$501K 1 0.43% Increased
202
Capital International Sarl
Capital International Sarl
California
$12.4M -$1.41M 1 1.07% Reduced
203
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$12.1M +$393K 4 0.12% Increased
204
Foresters Investment Management
Foresters Investment Management
New York
$12M +$142K 2 0.21% Increased
205
UIC
Uniplan Investment Counsel
Wisconsin
$12M +$90.2K 1 0.54% Increased
206
Arizona State Retirement System
Arizona State Retirement System
Arizona
$11.7M -$19K 2 0.16% Reduced
207
Suntrust Banks
Suntrust Banks
Georgia
$11.5M -$2.2M 1 0.07% Reduced
208
JCM
Jag Capital Management
Missouri
$11.5M -$30.4K 1 2.38% Reduced
209
WIM
Wilen Investment Management
Florida
$11.4M -$879K 2 6.86% Reduced
210
WBC
Westpac Banking Corp
Australia
$11.2M +$9.29M 1 0.09% Increased
211
DIA
Denver Investment Advisors
Colorado
$11.2M -$297K 1 0.5% Reduced
212
EA
Edge Advisors
Georgia
$11.2M +$953K 2 1.37% Increased
213
NBC
Neuberger Berman Canada
Ontario, Canada
$11.1M +$487K 1 2.18% Increased
214
SCM
SKBA Capital Management
California
$11.1M -$1.78M 1 1.48% Reduced
215
Meag Munich Ergo
Meag Munich Ergo
Germany
$11.1M +$5.15M 1 0.44% Increased
216
Manning & Napier Advisors
Manning & Napier Advisors
New York
$11M +$582K 2 0.09% Increased
217
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$11M $0 1 0.08% Maintained
218
TPSF
Texas Permanent School Fund
Texas
$10.9M -$285K 3 0.14% Reduced
219
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$10.4M +$431K 2 0.12% Increased
220
Alpha Cubed Investments
Alpha Cubed Investments
California
$10.3M +$3.33M 1 2.11% Increased
221
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.3M +$121K 1 0.15% Increased
222
RCYC
Richard C. Young & Co
Rhode Island
$10.3M +$227K 1 2.03% Increased
223
PDM
Penn Davis McFarland
Texas
$10.1M -$1.04M 1 2.94% Reduced
224
FBP
Flippin Bruce & Porter
Virginia
$9.97M +$611K 1 2.31% Increased
225
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.93M -$298K 3 0.12% Reduced