← 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
301	Ceredex Value Advisors Orlando, Florida	$38.1M	+$10.4M	1	0.72%	Increased
302	Första AP-fonden Stockholm, Sweden	$38.1M	+$7.75M	2	0.34%	Increased
303	Railway Pension Investments London, United Kingdom	$37.9M	+$9.73M	2	0.45%	Increased
304	Associated Banc-Corp Green Bay, Wisconsin	$37.7M	-$4.07M	2	1.17%	Reduced
305	Credit Agricole Montrouge Cedex, France	$37.4M	+$27.8M	3	0.2%	Increased
306	Glenmede Trust Philadelphia, Pennsylvania	$37M	+$7.34M	3	0.19%	Increased
307	Daiwa Securities Group Tokyo, Japan	$36.8M	+$12M	4	0.2%	Increased
308	Varma Mutual Pension Insurance Co Helsinki, Finland	$36.7M	+$5.55M	2	0.3%	Increased
309	YCM Yaupon Capital Management New York	$36.3M	+$21.7M	1	1.84%	Increased
310	Cerity Partners New York	$36.2M	-$18.1M	4	0.1%	Reduced
311	MAI Capital Management Independence, Ohio	$36.2M	+$2.28M	3	0.35%	Increased
312	Mackenzie Financial Toronto Ontario, Ontario, Canada	$35.9M	+$3.4M	2	0.05%	Increased
313	MLL Moody Lynn & Lieberson Boston, Massachusetts	$35.7M	+$9.31M	2	2.34%	Increased
314	AIP ARS Investment Partners New York	$35.6M	+$18.7M	2	3.41%	Increased
315	HVCM Hel Ved Capital Management Central, Hong Kong	$35.6M	+$13.9M	2	9.71%	Increased
316	Bank Julius Baer & Co Zurich, Switzerland	$35.5M	+$534K	2	0.14%	Increased
317	Fuller & Thaler Asset Management San Mateo, California	$35.4M	+$540K	1	0.15%	Increased
318	Artemis Investment Management Edinburgh, United Kingdom	$35.2M	-$10.6M	2	0.47%	Reduced
319	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$35M	+$4.79M	5	0.31%	Increased
320	Walleye Capital New York	$34.9M	+$10.2M	4	0.06%	Increased
321	Alkeon Capital Management New York	$34.3M	+$31.7M	1	0.06%	New
322	Cresset Asset Management Chicago, Illinois	$34.2M	+$17.2M	4	0.14%	Increased
323	Pinnacle Associates New York	$34.1M	+$808K	3	0.53%	Increased
324	Swiss Life Asset Management Zurich,	$33.7M	+$4.79M	2	0.4%	Increased
325	ECM Engle Capital Management Greenwich, Connecticut	$33.6M	+$12.6M	2	11.34%	Increased