← 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
Amalgamated Bank
Amalgamated Bank
New York
$22.1M +$602K 4 0.2% Increased
202
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$22M +$261K 1 0.92% Increased
203
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$21.8M -$1.25M 1 0.56% Reduced
204
SEI Investments
SEI Investments
Pennsylvania
$21.7M -$15.1M 4 0.05% Reduced
205
PR
Payden & Rygel
California
$21.5M +$16.9M 1 1.15% Increased
206
MetLife Investment Management
MetLife Investment Management
New Jersey
$21.2M -$405K 4 0.16% Reduced
207
Manning & Napier Group
Manning & Napier Group
New York
$21M -$344K 1 0.26% Reduced
208
EIP
Easterly Investment Partners
Massachusetts
$20.8M -$4.18M 2 1.8% Reduced
209
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.1M -$126K 5 0.16% Reduced
210
Pinnacle Associates
Pinnacle Associates
New York
$19.9M -$743K 2 0.43% Reduced
211
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.9M +$526K 1 0.57% Increased
212
Aberdeen Group
Aberdeen Group
United Kingdom
$19.5M +$3.83M 1 0.05% Increased
213
Advisors Capital Management
Advisors Capital Management
New Jersey
$19.4M +$17.3K 1 0.53% Increased
214
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$19.4M +$278K 3 0.48% Increased
215
Glenmede Trust
Glenmede Trust
Pennsylvania
$19.4M -$768K 3 0.11% Reduced
216
GGI
Godsey & Gibb Inc
Virginia
$19.3M +$18.9M 2 3.66% New
217
Oppenheimer & Co
Oppenheimer & Co
New York
$19.2M +$360K 3 0.44% Increased
218
Arizona State Retirement System
Arizona State Retirement System
Arizona
$19.2M +$85.2K 3 0.19% Increased
219
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$19M +$246K 1 0.54% Increased
220
Royce & Associates
Royce & Associates
New York
$18.9M -$5.01M 4 0.2% Reduced
221
WMC
Westwood Management Corporation
Illinois
$18.8M -$15.3K 1 2.53% Reduced
222
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$18.8M +$338K 2 0.38% Increased
223
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$18.6M +$14.9M 3 0.07% Increased
224
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.6M +$60.8K 2 0.13% Increased
225
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$18.5M -$512K 1 0.03% Reduced