← 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
51	BlackRock Investment Management Wilmington, Delaware	$109M	+$104M	5	0.19%	New
52	Disciplined Growth Investors Minneapolis, Minnesota	$107M	+$103M	1	3.47%	New
53	Royce & Associates New York	$103M	+$101M	2	0.32%	New
54	Citadel Advisors Miami, Florida	$102M	+$97.5M	4	0.18%	New
55	Haverford Trust Company Radnor, Pennsylvania	$102M	+$97.3M	1	3.34%	New
56	Fred Alger Management New York	$98.1M	+$94M	1	0.58%	New
57	New York State Common Retirement Fund Albany, New York	$97.3M	+$93.3M	3	0.17%	New
58	Macquarie Group Sydney, NSW 2000, Australia	$95.7M	+$96.2M	2	0.21%	New
59	Franklin Resources San Mateo, California	$94.6M	+$93.7M	3	0.05%	New
60	USAA United Services Automobile Association San Antonio, Texas	$94.5M	+$91.1M	2	0.44%	New
61	Teachers Advisors New York	$90.7M	+$86.9M	4	0.24%	New
62	Santa Barbara Asset Management Los Angeles, California	$90.4M	+$86.8M	2	2.36%	New
63	UBS AM Chicago, Illinois	$89.8M	+$86.1M	2	0.12%	New
64	RIM Rainier Investment Management Seattle, Washington	$83.1M	+$79.6M	1	0.75%	New
65	Putnam Investments Boston, Massachusetts	$82.1M	+$78.7M	2	0.24%	New
66	Eaton Vance Management Boston, Massachusetts	$81.6M	+$78.2M	1	0.25%	New
67	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$81.3M	+$77.8M	1	0.23%	New
68	BlackRock New York	$80.2M	+$76.8M	3	0.16%	New
69	GE General Electric Evendale, Ohio	$79M	+$75.7M	1	0.41%	New
70	Charles Schwab San Francisco, California	$77.3M	+$73.3M	4	0.17%	New
71	Loomis, Sayles & Company Boston, Massachusetts	$75.8M	+$72.6M	1	0.27%	New
72	California Public Employees Retirement System Sacramento, California	$75.6M	+$72.5M	4	0.15%	New
73	New York State Teachers Retirement System (NYSTRS) Albany, New York	$73.1M	+$70.2M	3	0.21%	New
74	GC GMT Capital Atlanta, Georgia	$72.6M	+$69.6M	1	1.67%	New
75	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$72.6M	+$69.6M	1	0.55%	New