← 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	Russell Frank Company Seattle, Washington	$102M	+$4.14M	5	0.18%	Increased
52	CI Investments Inc Toronto, Ontario, Canada	$101M	+$32.6M	1	1.14%	Increased
53	Charles Schwab San Francisco, California	$99.9M	+$5.07M	3	0.15%	Increased
54	1832 Asset Management Toronto, Ontario, Canada	$95.4M	-$43.1M	2	0.3%	Reduced
55	New York State Common Retirement Fund Albany, New York	$93.8M	-$2.59M	3	0.14%	Reduced
56	USSCPF United States Steel & Carnegie Pension Fund New York	$93.6M	+$90.8M	1	1.87%	New
57	Putnam Investments Boston, Massachusetts	$92.8M	-$7.36M	2	0.19%	Reduced
58	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$92.4M	-$25.5M	1	0.22%	Reduced
59	Lyrical Asset Management New York	$91.5M	+$19.9M	1	2.78%	Increased
60	Prudential Financial Newark, New Jersey	$86.9M	+$28.2M	3	0.16%	Increased
61	Franklin Resources San Mateo, California	$85.3M	-$3.63M	3	0.04%	Reduced
62	California Public Employees Retirement System Sacramento, California	$85M	-$3.33M	5	0.12%	Reduced
63	STRS Ohio Columbus, Ohio	$81.7M	+$1.44M	2	0.35%	Increased
64	Hardman Johnston Global Advisors Stamford, Connecticut	$81.7M	-$40M	1	4.42%	Reduced
65	BlackRock New York	$76M	-$3.69M	3	0.11%	Reduced
66	SC Stralem & Co New York	$73.6M	-$9.3M	1	3.42%	Reduced
67	BlackRock Investment Management Wilmington, Delaware	$72.5M	+$1.97M	6	0.1%	Increased
68	American Century Companies Kansas City, Missouri	$71.5M	-$7.34M	2	0.08%	Reduced
69	HI Honeywell International Charlotte, North Carolina	$69.7M	+$4.83M	2	1.59%	Increased
70	Haverford Trust Company Radnor, Pennsylvania	$69.6M	+$1.41M	1	1.95%	Increased
71	New York State Teachers Retirement System (NYSTRS) Albany, New York	$68.2M	-$675K	3	0.17%	Reduced
72	Lazard Asset Management New York	$68M	+$66M	1	0.15%	New
73	Loomis, Sayles & Company Boston, Massachusetts	$67.5M	-$66.2M	2	0.19%	Reduced
74	Disciplined Growth Investors Minneapolis, Minnesota	$67.4M	-$8.81M	1	1.6%	Reduced
75	ACM Atlanta Capital Management Atlanta, Georgia	$65.1M	-$3.07M	1	0.45%	Reduced