← 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
SG Americas Securities
SG Americas Securities
New York
$14M -$31.7M 4 0.12% Reduced
202
CBT
Capital Bank & Trust
California
$13.9M +$27.8K 1 0.2% Increased
203
BB&T Securities
BB&T Securities
Virginia
$13.9M -$1.23M 2 0.15% Reduced
204
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.8M +$7.83M 3 0.05% Increased
205
Arizona State Retirement System
Arizona State Retirement System
Arizona
$13.4M -$2.21M 4 0.17% Reduced
206
Whittier Trust
Whittier Trust
California
$13.3M +$428K 4 0.46% Increased
207
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$13.3M -$2.3M 4 0.23% Reduced
208
TU
TDAM USA
Ontario, Canada
$13.2M -$417K 2 0.96% Reduced
209
Bridges Investment Management
Bridges Investment Management
Nebraska
$13.1M +$2.91M 1 0.62% Increased
210
Vident Investment Advisory
Vident Investment Advisory
Georgia
$12.9M +$13.5M 2 0.72% Increased
211
SCP
Sandhill Capital Partners
New York
$12.8M +$735K 2 2.12% Increased
212
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$12.8M -$1.72M 1 0.17% Reduced
213
Royce & Associates
Royce & Associates
New York
$12.6M +$885K 4 0.11% Increased
214
Suntrust Banks
Suntrust Banks
Georgia
$12.5M +$701K 1 0.07% Increased
215
KBC Group
KBC Group
Belgium
$12.4M -$11M 2 0.14% Reduced
216
Manning & Napier Group
Manning & Napier Group
New York
$12.1M +$1.01M 3 0.15% Increased
217
Eaton Vance Management
Eaton Vance Management
Massachusetts
$12.1M -$3.21K 2 0.03% Reduced
218
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$11.9M -$673K 1 0.78% Reduced
219
TIP
Torray Investment Partners
Maryland
$11.9M -$10.5K 1 1.41% Reduced
220
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$11.8M -$16.9M 3 0.06% Reduced
221
Hancock Whitney
Hancock Whitney
Mississippi
$11.7M -$963K 1 0.4% Reduced
222
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$11.6M -$910K 1 0.17% Reduced
223
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$2.79M 4 0.18% Increased
224
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$11.5M +$123K 4 0.13% Increased
225
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$11.4M $0 3 0.18% Maintained