← 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
$21.8M -$984K 1 0.22% Reduced
202
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$21.7M -$4.32M 1 0.86% Reduced
203
GAI
General American Investors
New York
$21.7M $0 1 1.81% Maintained
204
ACI
AMP Capital Investors
Australia
$21.5M -$843K 1 0.1% Reduced
205
Royal London Asset Management
Royal London Asset Management
United Kingdom
$21.3M -$160K 1 0.09% Reduced
206
MAI Capital Management
MAI Capital Management
Ohio
$21M +$498K 1 0.42% Increased
207
QS Investors
QS Investors
New York
$20.7M -$1.14M 1 0.24% Reduced
208
HA
Heartland Advisors
Wisconsin
$20.6M +$4.06M 2 1.19% Increased
209
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$19.9M -$9.93M 1 0.38% Reduced
210
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$19.8M -$593K 5 0.12% Reduced
211
Aviva
Aviva
United Kingdom
$19.5M -$256K 1 0.09% Reduced
212
ProShare Advisors
ProShare Advisors
Maryland
$19.4M -$6.12K 3 0.06% Reduced
213
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.4M -$2.44M 2 0.15% Reduced
214
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$19M -$2.33M 4 0.21% Reduced
215
DP
DDD Partners
Washington
$18.8M +$571K 1 2.86% Increased
216
HighTower Advisors
HighTower Advisors
Illinois
$18.5M +$1.44M 5 0.05% Increased
217
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$18.4M +$490K 1 0.17% Increased
218
Glenmede Trust
Glenmede Trust
Pennsylvania
$18.4M +$469K 3 0.1% Increased
219
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18.3M -$178K 3 0.15% Reduced
220
EIP
Easterly Investment Partners
Massachusetts
$17.6M +$808K 2 2.07% Increased
221
Achmea Investment Management
Achmea Investment Management
Netherlands
$17.6M -$1.04M 1 0.6% Reduced
222
SGAM
Smith Group Asset Management
Texas
$17.5M $0 1 0.86% Maintained
223
Eventide Asset Management
Eventide Asset Management
Massachusetts
$17.5M +$17.3M 1 0.24% New
224
PDM
Penn Davis McFarland
Texas
$17.3M -$65.5K 1 3.02% Reduced
225
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.9M -$452K 4 0.15% Reduced