← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$22.4M -$13.9M 1 0.05% Reduced
202
GAI
General American Investors
New York
$22.2M $0 1 1.81% Maintained
203
ProShare Advisors
ProShare Advisors
Maryland
$21.9M -$245K 3 0.05% Reduced
204
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$21.4M -$691K 1 0.82% Reduced
205
MetLife Investment Management
MetLife Investment Management
New Jersey
$21M +$4.28M 4 0.14% Increased
206
Braun Stacey Associates
Braun Stacey Associates
New York
$20.4M -$3.85M 1 0.85% Reduced
207
DP
DDD Partners
Washington
$20.3M +$456K 1 2.78% Increased
208
Amalgamated Bank
Amalgamated Bank
New York
$19.9M +$19.8M 5 0.15% Increased
209
Aviva
Aviva
United Kingdom
$19.8M +$754K 1 0.1% Increased
210
Glenmede Trust
Glenmede Trust
Pennsylvania
$19.7M +$734K 3 0.1% Increased
211
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$19.2M +$432K 5 0.14% Increased
212
WMC
Westwood Management Corporation
Illinois
$18.6M -$607K 1 1.76% Reduced
213
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18.5M +$41.8K 3 0.15% Increased
214
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$18.3M +$1.76M 1 0.67% Increased
215
Aberdeen Group
Aberdeen Group
United Kingdom
$18.2M -$6.79M 1 0.05% Reduced
216
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$18.1M -$3.23M 1 0.6% Reduced
217
CT
Cambridge Trust
Massachusetts
$17.8M +$13.9M 3 0.62% Increased
218
Swiss Life Asset Management
Swiss Life Asset Management
$17.1M -$1.09M 1 0.24% Reduced
219
Pinnacle Associates
Pinnacle Associates
New York
$17.1M -$705K 2 0.3% Reduced
220
Comerica Bank
Comerica Bank
Texas
$16.9M -$842K 4 0.12% Reduced
221
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$16.8M +$291K 4 0.26% Increased
222
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.7M +$25.9K 2 0.1% Increased
223
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$16.6M +$56K 1 0.71% Increased
224
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.5M +$552K 1 0.52% Increased
225
Calamos Advisors
Calamos Advisors
Illinois
$16.2M +$2.23M 1 0.06% Increased