← 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
Swiss Life Asset Management
Swiss Life Asset Management
$20.7M -$2.06M 1 0.3% Reduced
202
Meyer Handelman Company
Meyer Handelman Company
New York
$20.5M +$610K 1 0.85% Increased
203
Axa
Axa
France
$20.4M -$2.35M 2 0.06% Reduced
204
QS Investors
QS Investors
New York
$20.4M -$1.35M 1 0.24% Reduced
205
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$20.3M +$4.97M 1 0.55% Increased
206
Mercer Global Advisors
Mercer Global Advisors
Colorado
$20.3M +$759K 2 0.18% Increased
207
WIC
Willis Investment Counsel
Georgia
$20.3M +$10.7M 2 1.23% Increased
208
GAI
General American Investors
New York
$20.2M -$1.03M 1 1.89% Reduced
209
Royal London Asset Management
Royal London Asset Management
United Kingdom
$20M +$295K 1 0.09% Increased
210
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$20M -$645K 4 0.24% Reduced
211
Osaic Holdings
Osaic Holdings
Arizona
$19.8M -$1.81M 7 0.05% Reduced
212
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$19.3M +$2.21M 3 0.13% Increased
213
NIM
Northeast Investment Management
Massachusetts
$19.2M +$776K 1 1.14% Increased
214
MAI Capital Management
MAI Capital Management
Ohio
$19.1M +$482K 1 0.43% Increased
215
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$19.1M -$895K 5 0.12% Reduced
216
ProShare Advisors
ProShare Advisors
Maryland
$18.9M -$18.7M 3 0.06% Reduced
217
Aviva
Aviva
United Kingdom
$18.4M -$951K 1 0.09% Reduced
218
AJ
Ashburton (Jersey)
Jersey
$18.1M +$16.9M 1 9.23% New
219
Achmea Investment Management
Achmea Investment Management
Netherlands
$17.4M -$3.29M 1 0.61% Reduced
220
TIP
Torray Investment Partners
Maryland
$17.3M $0 1 2.7% Maintained
221
Marshall Wace North America
Marshall Wace North America
New York
$17.2M +$16.1M 1 0.07% New
222
R.M. Davis Inc
R.M. Davis Inc
Maine
$17.2M +$5.46M 1 0.47% Increased
223
Arizona State Retirement System
Arizona State Retirement System
Arizona
$17.2M -$396K 3 0.15% Reduced
224
DP
DDD Partners
Washington
$17M -$5.92M 1 2.9% Reduced
225
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$17M +$1.97M 6 0.3% Increased