← 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
KBC Group
KBC Group
Belgium
$13.1M +$242K 1 0.11% Increased
202
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13M +$10.1M 1 0.03% Increased
203
DIA
Denver Investment Advisors
Colorado
$12.9M -$82.9K 1 0.64% Reduced
204
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.7M -$14.6M 5 0.02% Reduced
205
VOYA Investment Management
VOYA Investment Management
Georgia
$12.7M -$675K 2 0.03% Reduced
206
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$12.6M -$9.87M 2 0.08% Reduced
207
Eaton Vance Management
Eaton Vance Management
Massachusetts
$12.5M +$55K 1 0.03% Increased
208
Suntrust Banks
Suntrust Banks
Georgia
$12.5M -$787K 2 0.07% Reduced
209
UIC
Uniplan Investment Counsel
Wisconsin
$12.5M -$869K 1 0.51% Reduced
210
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$12.5M +$2.18M 3 0.27% Increased
211
Manning & Napier Group
Manning & Napier Group
New York
$12.4M +$12.1M 2 0.11% New
212
1M
13D Management
New York
$12.4M +$493K 1 3.68% Increased
213
Victory Capital Management
Victory Capital Management
Texas
$12.3M -$23.3M 2 0.03% Reduced
214
Cullen Capital Management
Cullen Capital Management
New York
$12.2M +$106K 2 0.42% Increased
215
RCYC
Richard C. Young & Co
Rhode Island
$12.2M +$54.7K 1 2.3% Increased
216
AR
Advisory Research
Illinois
$11.9M +$156K 1 0.2% Increased
217
FP
Foundry Partners
Minnesota
$11.9M -$3.58M 1 0.49% Reduced
218
Nomura Holdings
Nomura Holdings
Japan
$11.6M +$9.69M 1 0.02% Increased
219
Laurion Capital Management
Laurion Capital Management
New York
$11.4M +$1.09M 1 0.06% Increased
220
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.4M +$702K 3 0.13% Increased
221
SEI Investments
SEI Investments
Pennsylvania
$11.3M -$1.84M 3 0.04% Reduced
222
JIR
James Investment Research
Ohio
$11.1M -$498K 1 0.38% Reduced
223
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.1M -$389K 1 0.04% Reduced
224
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11M $0 1 0.14% Maintained
225
MC
Martin Currie
United Kingdom
$11M +$4.9K 1 0.77% Increased