← 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
276	Dodge & Cox San Francisco, California	$46.5M	-$101K	1	0.03%	Reduced
277	Calamos Advisors Naperville, Illinois	$46.4M	-$3.41M	3	0.2%	Reduced
278	Kestra Advisory Services Austin, Texas	$45.9M	-$84.9K	4	0.25%	Reduced
279	Allianz Asset Management Munich, Germany	$45.8M	-$1.48M	3	0.06%	Reduced
280	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$45.7M	-$882K	1	0.15%	Reduced
281	Gateway Investment Advisers Cincinnati, Ohio	$45.2M	-$774K	3	0.5%	Reduced
282	Cullen/Frost Bankers San Antonio, Texas	$45M	+$428K	3	0.61%	Increased
283	Epoch Investment Partners New York	$44.5M	-$1.03M	1	0.2%	Reduced
284	AC Albar Capital London, United Kingdom	$44.4M	+$21.6M	1	9.98%	Increased
285	Saturna Capital Bellingham, Washington	$44.3M	-$168K	1	0.58%	Reduced
286	Sculptor Capital New York	$44M	+$34.1M	2	0.74%	New
287	F.L. Putnam Investment Management Lynnfield, Massachusetts	$43.5M	+$12M	3	0.78%	Increased
288	NIM Northeast Investment Management Boston, Massachusetts	$43.3M	-$124K	1	1.94%	Reduced
289	ACM Argent Capital Management St Louis, Missouri	$43.1M	-$682K	1	1.19%	Reduced
290	AMG Ace Management Global Sao Paulo, Brazil	$43M	$0	1	12.83%	Maintained
291	UMB Bank Kansas City, Missouri	$42.9M	-$1.13M	5	0.67%	Reduced
292	AIP ARS Investment Partners New York	$42.9M	-$3.59M	2	3.85%	Reduced
293	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$42.2M	+$1.47M	1	0.38%	Increased
294	Public Employees Retirement Association of Colorado Denver, Colorado	$41.6M	-$78.5K	3	0.17%	Reduced
295	Cresset Asset Management Chicago, Illinois	$41.5M	-$717K	4	0.16%	Reduced
296	Cambridge Investment Research Advisors Fairfield, Iowa	$41.2M	+$2.47M	5	0.14%	Increased
297	Czech National Bank Prague, Czech Republic	$41.2M	+$2.22M	2	0.41%	Increased
298	AIC AWM Investment Company New York	$40.6M	-$10M	1	4.92%	Reduced
299	Mackenzie Financial Toronto Ontario, Ontario, Canada	$40.3M	+$512K	2	0.06%	Increased
300	Westwood Holdings Group Dallas, Texas	$40.2M	-$1.05M	2	0.17%	Reduced