← 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	Homestead Advisers Arlington, Virginia	$97.9M	-$1.78M	1	2.33%	Reduced
227	KeyBank National Association Cleveland, Ohio	$97.3M	-$1.17M	3	0.34%	Reduced
228	Handelsbanken Fonder Stockholm, Sweden	$96.7M	+$5.79M	3	0.31%	Increased
229	Dodge & Cox San Francisco, California	$94.5M	-$5.14M	1	0.05%	Reduced
230	First Financial Bankshares Abilene, Texas	$94.4M	-$362K	2	1.94%	Reduced
231	Resona Asset Management Koto-Ku,tokyo, Japan	$92.4M	-$6.37M	2	0.44%	Reduced
232	ACM Anomaly Capital Management New York	$91.9M	+$90.5M	1	2.7%	New
233	Walleye Capital New York	$91.3M	+$72.2M	4	0.34%	Increased
234	KBC Group Brussels, Belgium	$90.8M	+$7.66M	6	0.22%	Increased
235	VC Voss Capital Houston, Texas	$89.9M	+$28M	1	4.43%	Increased
236	Daiwa Securities Group Tokyo, Japan	$89.9M	+$10.1M	3	0.3%	Increased
237	GIP Granite Investment Partners El Segundo, California	$89.8M	-$2.68M	4	5.1%	Reduced
238	Mirae Asset Global Investments Seoul, South Korea	$89.7M	+$15.1M	2	0.28%	Increased
239	APG Asset Management Amsterdam, Netherlands	$88.9M	+$1.01M	2	0.25%	Increased
240	Vontobel Holding Zurich, Switzerland	$88.7M	+$7.01M	5	0.27%	Increased
241	State of Michigan Retirement System Lansing, Michigan	$88.5M	-$876K	3	0.43%	Reduced
242	JSC J. Stern & Co London, United Kingdom	$87.4M	+$832K	1	6.61%	Increased
243	LBP AM Paris, France	$87.3M	+$7.14M	2	1.07%	Increased
244	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$86.6M	+$45.2M	1	0.35%	Increased
245	CIBC World Market Toronto, Ontario, Canada	$85.4M	+$3.32M	3	0.15%	Increased
246	Ariel Investments Chicago, Illinois	$84.8M	-$6.42M	1	0.91%	Reduced
247	Slate Path Capital New York	$84.5M	-$53.6M	1	1.31%	Reduced
248	Steward Partners Investment Advisory New York	$83.8M	+$2.94M	6	0.48%	Increased
249	Bartlett & Co Wealth Management Cincinnati, Ohio	$83.6M	+$7.14M	3	1.11%	Increased
250	Impax Asset Management Group London, United Kingdom	$83.5M	-$10.8M	1	0.49%	Reduced