← 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	Fjarde Ap-fonden Stockholm, Sweden	$16.7M	+$103K	1	0.15%	Increased
227	Glenmede Trust Philadelphia, Pennsylvania	$16.7M	-$1.65M	2	0.09%	Reduced
228	OCAM Owl Creek Asset Management New York	$16.5M	+$15.4M	1	0.56%	New
229	State of Michigan Retirement System Lansing, Michigan	$16.4M	-$31K	2	0.1%	Reduced
230	SGAM Smith Group Asset Management Dallas, Texas	$16.4M	+$15.3M	1	0.87%	New
231	HA Heartland Advisors Milwaukee, Wisconsin	$16.3M	+$9.07M	2	1.03%	Increased
232	AIC AWM Investment Company New York	$16.2M	-$10.2M	1	1.81%	Reduced
233	MetLife Investment Management Whippany, New Jersey	$16.2M	-$409K	4	0.15%	Reduced
234	HighTower Advisors Chicago, Illinois	$16M	+$2.28M	5	0.05%	Increased
235	PDM Penn Davis McFarland Dallas, Texas	$15.5M	-$101K	1	2.97%	Reduced
236	ZCM Ziegler Capital Management Chicago, Illinois	$15.5M	-$445K	1	0.49%	Reduced
237	EIP Easterly Investment Partners Beverly, Massachusetts	$15M	-$6.71M	2	1.8%	Reduced
238	State of Alaska Department of Revenue Juneau, Alaska	$15M	-$884K	4	0.16%	Reduced
239	Pinnacle Associates New York	$14.9M	-$395K	3	0.28%	Reduced
240	Brinker Capital Investments Berwyn, Pennsylvania	$14.8M	+$7.99M	3	0.22%	Increased
241	Synovus Financial Columbus, Georgia	$14.4M	+$228K	2	0.16%	Increased
242	Bragg Financial Advisors Charlotte, North Carolina	$14.4M	-$42.3K	2	0.97%	Reduced
243	Handelsbanken Fonder Stockholm, Sweden	$14.2M	-$351K	2	0.08%	Reduced
244	Causeway Capital Management Los Angeles, California	$14.2M	-$11.6M	1	0.28%	Reduced
245	CIA CCM Investment Advisers Columbia, South Carolina	$14M	+$866K	1	1.9%	Increased
246	FP Foundry Partners Minneapolis, Minnesota	$14M	+$12.9M	1	0.46%	New
247	Squarepoint New York	$13.9M	+$10.9M	3	0.08%	Increased
248	WBC Westpac Banking Corp Sydney, Australia	$13.9M	-$1.21M	1	0.15%	Reduced
249	TPSF Texas Permanent School Fund Austin, Texas	$13.8M	-$851K	4	0.17%	Reduced
250	CSC Cove Street Capital El Segundo, California	$13.7M	-$4.03M	1	1.97%	Reduced