← 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
Manning & Napier Group
Manning & Napier Group
New York
$16.1M +$2.44M 3 0.18% Increased
202
HA
Heartland Advisors
Wisconsin
$16M +$66.9K 2 1.19% Increased
203
Guggenheim Capital
Guggenheim Capital
Illinois
$15.8M -$921K 3 0.13% Reduced
204
SCP
Sandhill Capital Partners
New York
$15.7M +$635K 2 2.19% Increased
205
LNB
Ledyard National Bank
$15.6M +$6.28M 2 2.06% Increased
206
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$15.6M -$24.6M 2 0.04% Reduced
207
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$15.6M -$5.96M 1 0.09% Reduced
208
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$15.6M +$14.8M 2 0.39% New
209
HighTower Advisors
HighTower Advisors
Illinois
$15.5M +$4.1M 1 0.1% Increased
210
Homestead Advisers
Homestead Advisers
Virginia
$15.5M -$4.55M 1 0.29% Reduced
211
Whittier Trust
Whittier Trust
California
$15.4M -$161K 4 0.47% Reduced
212
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.4M -$243K 4 0.18% Reduced
213
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$15.2M +$14.4M 1 0.72% New
214
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$15.2M +$3.74M 1 0.96% Increased
215
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$15M -$3.45M 1 0.51% Reduced
216
STCG
Speece Thorson Capital Group
Minnesota
$15M -$1.54M 1 4.12% Reduced
217
Aviva
Aviva
United Kingdom
$15M -$8.19M 2 0.1% Reduced
218
Nomura Asset Management
Nomura Asset Management
Japan
$15M -$3.6M 1 0.15% Reduced
219
GD
Grandfield & Dodd
New York
$14.9M +$692K 1 1.55% Increased
220
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$14.9M -$3.78M 2 0.03% Reduced
221
Swiss Life Asset Management
Swiss Life Asset Management
$14.6M +$8.14M 1 0.19% Increased
222
Trillium Asset Management
Trillium Asset Management
Massachusetts
$14.4M -$8.91M 1 0.73% Reduced
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$14.2M +$692K 4 0.14% Increased
224
Eaton Vance Management
Eaton Vance Management
Massachusetts
$14.1M -$178K 2 0.03% Reduced
225
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$14M +$4.74M 2 0.07% Increased