← 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
Royce & Associates
Royce & Associates
New York
$18.3M -$388K 2 0.15% Reduced
202
Achmea Investment Management
Achmea Investment Management
Netherlands
$18.2M +$252K 1 0.66% Increased
203
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$17.9M -$7.15M 4 0.23% Reduced
204
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$17.4M -$3.96K 5 0.11% Reduced
205
Hood River Capital Management
Hood River Capital Management
Florida
$17.4M +$13.2M 1 0.57% New
206
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$17.3M -$170K 3 0.68% Reduced
207
Meyer Handelman Company
Meyer Handelman Company
New York
$17.2M +$684K 1 0.78% Increased
208
Royal London Asset Management
Royal London Asset Management
United Kingdom
$17.1M -$978K 1 0.09% Reduced
209
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.1M +$1.8M 2 0.21% Increased
210
Aviva
Aviva
United Kingdom
$17M +$427K 2 0.09% Increased
211
NIM
Northeast Investment Management
Massachusetts
$16.9M +$1.64M 1 1.03% Increased
212
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.6M -$5.39M 5 0.03% Reduced
213
MAI Capital Management
MAI Capital Management
Ohio
$16.2M +$347K 1 0.4% Increased
214
Glenmede Trust
Glenmede Trust
Pennsylvania
$16.1M -$386K 2 0.09% Reduced
215
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$15.8M +$5.92M 2 0.3% Increased
216
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$15.6M +$8.02M 2 0.25% Increased
217
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.2M -$751K 3 0.14% Reduced
218
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$15.2M +$2.36M 1 0.01% Increased
219
TIP
Torray Investment Partners
Maryland
$15M -$4.8M 1 2.47% Reduced
220
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.7M +$522K 3 0.11% Increased
221
CSC
Cove Street Capital
California
$14.5M -$1.34M 1 2.57% Reduced
222
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$14.5M -$1.15M 1 0.14% Reduced
223
MetLife Investment Management
MetLife Investment Management
New Jersey
$14.4M -$819K 4 0.14% Reduced
224
PDM
Penn Davis McFarland
Texas
$14.3M -$191K 1 3.08% Reduced
225
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$14.3M -$10.1M 2 0.09% Reduced