← 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
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$14.9M -$310K 3 0.64% Reduced
202
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$14.7M -$2.07M 5 0.12% Reduced
203
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$14.3M -$8.29M 1 1.01% Reduced
204
Glenmede Trust
Glenmede Trust
Pennsylvania
$14.1M -$19.9M 5 0.08% Reduced
205
Meyer Handelman Company
Meyer Handelman Company
New York
$14M -$68.4K 1 0.71% Reduced
206
Aviva
Aviva
United Kingdom
$13.9M -$550K 2 0.08% Reduced
207
NIM
Northeast Investment Management
Massachusetts
$13.9M +$417K 1 0.92% Increased
208
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$13.8M -$1.09M 2 0.08% Reduced
209
VanEck Associates
VanEck Associates
New York
$13.6M +$1.48M 1 0.04% Increased
210
Arizona State Retirement System
Arizona State Retirement System
Arizona
$13.5M +$2.84M 3 0.13% Increased
211
MAI Capital Management
MAI Capital Management
Ohio
$13.4M +$9.09K 1 0.39% Increased
212
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.3M +$743K 1 0.15% Increased
213
FBP
Flippin Bruce & Porter
Virginia
$13.3M -$758K 1 2.98% Reduced
214
PDM
Penn Davis McFarland
Texas
$13.2M -$10.6K 1 3.45% Reduced
215
Guggenheim Capital
Guggenheim Capital
Illinois
$13M +$1.36M 4 0.09% Increased
216
Mercer Global Advisors
Mercer Global Advisors
Colorado
$12.9M -$56K 2 0.19% Reduced
217
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$12.9M +$10.7M 1 0.12% Increased
218
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$12.7M +$11.3M 2 0.1% Increased
219
MetLife Investment Management
MetLife Investment Management
New Jersey
$12.7M -$105K 5 0.14% Reduced
220
Marshall Wace
Marshall Wace
United Kingdom
$12.6M +$7.66M 3 0.08% Increased
221
Royce & Associates
Royce & Associates
New York
$12.3M -$393K 2 0.13% Reduced
222
CSC
Cove Street Capital
California
$12.2M +$886K 1 2.31% Increased
223
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$12.1M -$3.51M 4 0.15% Reduced
224
ZCM
Ziegler Capital Management
Illinois
$12M +$151K 1 0.46% Increased
225
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$12M -$2.06M 1 0.45% Reduced