← 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	Cetera Investment Advisers Schaumburg, Illinois	$65.7M	-$1.28M	5	0.14%	Reduced
227	Chilton Investment Company Stamford, Connecticut	$65.6M	+$21.6M	1	1.72%	Increased
228	Ancora Advisors Cleveland, Ohio	$65.2M	+$936K	3	1.48%	Increased
229	Assenagon Asset Management Senningerberg, Luxembourg	$65.1M	-$419M	4	0.12%	Reduced
230	Trillium Asset Management Boston, Massachusetts	$65M	-$5.72M	3	1.6%	Reduced
231	Mercer Global Advisors Denver, Colorado	$64.7M	-$50.7M	3	0.15%	Reduced
232	SCM Sirios Capital Management Boston, Massachusetts	$64.4M	+$17.5M	2	11.4%	Increased
233	Thrivent Financial for Lutherans Minneapolis, Minnesota	$64.4M	+$11M	5	0.12%	Increased
234	Arizona State Retirement System Phoenix, Arizona	$62.9M	-$206K	6	0.4%	Reduced
235	BCM Bornite Capital Management New York	$62.6M	+$25.5M	2	11.07%	Increased
236	FCI Financial Counselors Inc Overland Park, Kansas	$62.6M	+$610K	2	0.93%	Increased
237	MetLife Investment Management Whippany, New Jersey	$61.4M	-$1.11M	6	0.35%	Reduced
238	TAM Thematics Asset Management Paris, France	$60.8M	+$6.21M	1	2.4%	Increased
239	Primecap Management Pasadena, California	$60.4M	$0	1	0.04%	Maintained
240	Ossiam Paris, France	$59M	+$11.4M	1	1.14%	Increased
241	Congress Wealth Management Boston, Massachusetts	$58.9M	+$623K	3	0.79%	Increased
242	Nisa Investment Advisors St. Louis, Missouri	$57.9M	-$4.64M	6	0.34%	Reduced
243	State of Michigan Retirement System Lansing, Michigan	$57.8M	-$378K	3	0.29%	Reduced
244	TD Waterhouse Canada Toronto, Ontario, Canada	$56.9M	-$2.74M	3	0.46%	Reduced
245	Osaic Holdings Scottsdale, Arizona	$56.3M	-$5.21M	7	0.13%	Reduced
246	VCP Varenne Capital Partners Paris, France	$55.7M	+$50.2M	1	10.67%	Increased
247	CP Cumberland Partners Toronto, Ontario, Canada	$55.7M	-$1.82M	2	3.87%	Reduced
248	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$55.6M	-$20.4M	1	2.39%	Reduced
249	Cerity Partners New York	$55.1M	+$12.3M	5	0.12%	Increased
250	GIP Granite Investment Partners El Segundo, California	$54.7M	-$2.78M	3	2.34%	Reduced