← 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	HA Heartland Advisors Milwaukee, Wisconsin	$20.9M	+$226K	1	1.29%	Increased
227	VHAM Van Hulzen Asset Management El Dorado Hills, California	$20.8M	+$4.51M	1	1.95%	Increased
228	State of Michigan Retirement System Lansing, Michigan	$20.5M	+$187K	2	0.14%	Increased
229	GIP Granite Investment Partners El Segundo, California	$20.3M	-$4.48M	1	0.84%	Reduced
230	Aberdeen Group Edinburgh, United Kingdom	$20.2M	-$1.01M	1	0.05%	Reduced
231	DIA Davidson Investment Advisors Great Falls, Montana	$20.2M	+$1.83M	1	1.32%	Increased
232	ProShare Advisors Bethesda, Maryland	$20.1M	+$578K	3	0.06%	Increased
233	Royce & Associates New York	$19.9M	-$2.37M	3	0.2%	Reduced
234	Cerity Partners New York	$19.9M	+$848K	3	0.05%	Increased
235	Thrivent Financial for Lutherans Minneapolis, Minnesota	$19.9M	-$446K	4	0.05%	Reduced
236	GGI Godsey & Gibb Inc Richmond, Virginia	$19.7M	-$1.33M	1	2.31%	Reduced
237	Första AP-fonden Stockholm, Sweden	$19.7M	+$4.39M	1	0.23%	Increased
238	SC Sasco Capital Fairfield, Connecticut	$19.6M	-$6.72M	1	2.41%	Reduced
239	HRT Financial New York	$19.3M	+$15.6M	4	0.24%	Increased
240	Cetera Advisor Networks El Segundo, California	$18.9M	+$834K	3	0.14%	Increased
241	Klingenstein Fields & Co New York	$18.7M	-$188K	1	0.94%	Reduced
242	DP DDD Partners Bellevue, Washington	$18.7M	+$179K	1	2.91%	Increased
243	Robeco Institutional Asset Management Rotterdam, Netherlands	$18.6M	+$612K	1	0.05%	Increased
244	Acadian Asset Management Boston, Massachusetts	$18.3M	+$11.7M	4	0.08%	Increased
245	TIAA FSB Jacksonville, Florida	$18.2M	+$650K	1	0.07%	Increased
246	Steward Partners Investment Advisory New York	$18.1M	-$1.87M	4	0.29%	Reduced
247	Walleye Capital New York	$17.9M	+$13.2M	2	0.27%	Increased
248	LI Leeward Investments Boston, Massachusetts	$17.7M	-$425K	1	0.81%	Reduced
249	Cartenna Capital Stamford, Connecticut	$17.1M	+$16.6M	1	2.09%	New
250	AJ Ashburton (Jersey) St Helier, Jersey	$16.9M	+$16.4M	1	7.88%	New