← 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
Meyer Handelman Company
Meyer Handelman Company
New York
$13.8M -$320K 1 0.58% Reduced
202
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$13.8M -$141K 1 0.78% Reduced
203
TIP
Torray Investment Partners
Maryland
$13.5M -$29.6K 1 1.42% Reduced
204
BA
Boston Advisors
Massachusetts
$13.3M -$786K 1 0.31% Reduced
205
JIR
James Investment Research
Ohio
$13.3M -$1.44M 1 0.41% Reduced
206
Capital International Sarl
Capital International Sarl
California
$13M +$22.9K 1 1.12% Increased
207
UIC
Uniplan Investment Counsel
Wisconsin
$13M +$421K 1 0.57% Increased
208
Alpha Cubed Investments
Alpha Cubed Investments
California
$12.9M +$1.98M 1 2.21% Increased
209
Foresters Investment Management
Foresters Investment Management
New York
$12.4M +$678K 2 0.21% Increased
210
QIM
Quantitative Investment Management
Virginia
$12.4M -$1.15M 2 0.19% Reduced
211
Suntrust Banks
Suntrust Banks
Georgia
$12.3M +$212K 1 0.08% Increased
212
BCM
Barometer Capital Management
Ontario, Canada
$12M -$6.18M 1 1.22% Reduced
213
DIA
Denver Investment Advisors
Colorado
$12M +$77.9K 1 0.53% Increased
214
Arizona State Retirement System
Arizona State Retirement System
Arizona
$12M -$221K 2 0.17% Reduced
215
HA
Heartland Advisors
Wisconsin
$11.9M +$4.82M 2 0.76% Increased
216
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$11.8M +$2.31M 2 0.04% Increased
217
HighTower Advisors
HighTower Advisors
Illinois
$11.8M +$2.63M 2 0.11% Increased
218
EA
Edge Advisors
Georgia
$11.8M -$20.8K 2 1.34% Reduced
219
Axa
Axa
France
$11.7M -$3.56M 1 0.05% Reduced
220
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$11.4M -$53.3K 1 0.09% Reduced
221
NBC
Neuberger Berman Canada
Ontario, Canada
$11.4M -$308K 1 2.12% Reduced
222
Citadel Advisors
Citadel Advisors
Florida
$11.3M -$24.7M 5 0.01% Reduced
223
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.3M -$3.05M 1 0.05% Reduced
224
RCYC
Richard C. Young & Co
Rhode Island
$11.2M +$261K 1 2.19% Increased
225
SFM
Systematic Financial Management
New Jersey
$11.1M +$9.63M 2 0.21% Increased