← 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
226	Wilmington Savings Fund Society Wilmington, Delaware	$10.6M	+$544K	1	0.61%	Increased
227	Mirae Asset Global Investments Seoul, South Korea	$10.5M	+$2.55M	2	0.19%	Increased
228	TPSF Texas Permanent School Fund Austin, Texas	$10.5M	-$380K	2	0.13%	Reduced
229	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$10.4M	+$358K	3	0.13%	Increased
230	State of Michigan Retirement System Lansing, Michigan	$10.4M	-$860K	1	0.08%	Reduced
231	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.4M	-$73.6K	1	2.28%	Reduced
232	Capital International Sarl Los Angeles, California	$10.1M	-$2.66M	1	0.84%	Reduced
233	Laurion Capital Management New York	$10M	+$2.51M	1	0.04%	Increased
234	MCM McRae Capital Management Morristown, New Jersey	$9.88M	-$168K	1	4.25%	Reduced
235	PDM Penn Davis McFarland Dallas, Texas	$9.87M	-$343K	1	3.06%	Reduced
236	Royce & Associates New York	$9.75M	-$164K	3	0.06%	Reduced
237	DIA Davidson Investment Advisors Great Falls, Montana	$9.46M	+$2.84M	1	1.02%	Increased
238	CCMH Cornerstone Capital Management Holdings New York	$9.18M	-$412K	2	0.07%	Reduced
239	LNB Ledyard National Bank	$9.12M	+$5.26M	2	1.21%	Increased
240	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$9.09M	+$115K	1	2.51%	Increased
241	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.92M	-$205K	1	0.47%	Reduced
242	Crossmark Global Holdings Houston, Texas	$8.81M	+$8.55M	3	0.23%	New
243	Jefferies Group New York	$8.8M	+$8.63M	2	0.06%	New
244	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$8.78M	-$268K	1	0.14%	Reduced
245	VanEck Associates New York	$8.72M	+$555K	1	0.04%	Increased
246	WBC Westpac Banking Corp Sydney, Australia	$8.68M	-$89.4K	1	0.19%	Reduced
247	Oppenheimer Asset Management New York	$8.66M	+$442K	2	0.23%	Increased
248	AC AFAM Capital Austin, Texas	$8.66M	+$175K	1	1.05%	Increased
249	PP Prospector Partners Guilford, Connecticut	$8.51M	+$125K	2	1.29%	Increased
250	Robeco Institutional Asset Management Rotterdam, Netherlands	$8.48M	+$8.34M	1	0.05%	New