← 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	UBS AM Chicago, Illinois	$103M	-$9.46M	2	0.1%	Reduced
52	SC Sasco Capital Fairfield, Connecticut	$100M	+$83.7M	1	1.12%	New
53	Calamos Advisors Naperville, Illinois	$94.6M	-$45M	1	0.59%	Reduced
54	USSCPF United States Steel & Carnegie Pension Fund New York	$93.6M	$0	1	1.9%	Maintained
55	STRS Ohio Columbus, Ohio	$93.5M	+$11.9M	1	0.41%	Increased
56	Lyrical Asset Management New York	$91.7M	+$229K	1	2.75%	Increased
57	New York State Common Retirement Fund Albany, New York	$91.2M	-$2.44M	3	0.13%	Reduced
58	Russell Frank Company Seattle, Washington	$87.2M	-$12.2M	5	0.16%	Reduced
59	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$85.3M	-$7.02M	1	0.2%	Reduced
60	California Public Employees Retirement System Sacramento, California	$85M	+$3.29M	5	0.12%	Increased
61	Royal Bank of Canada Toronto, Ontario, Canada	$84.4M	-$26.5M	4	0.06%	Reduced
62	Brandywine Global Investment Management Philadelphia, Pennsylvania	$81.3M	+$81.4M	1	0.53%	New
63	Hardman Johnston Global Advisors Stamford, Connecticut	$80.3M	-$1.36M	1	4.85%	Reduced
64	BlackRock New York	$77.3M	+$1.29M	3	0.11%	Increased
65	BlackRock Investment Management Wilmington, Delaware	$75.7M	+$3.53M	5	0.1%	Increased
66	AGF Investments Inc Toronto, Ontario, Canada	$74.2M	+$11.7M	1	0.81%	Increased
67	Prudential Financial Newark, New Jersey	$74.1M	-$13.1M	3	0.13%	Reduced
68	Cooke & Bieler Philadelphia, Pennsylvania	$72.2M	+$8.82M	1	1.57%	Increased
69	Haverford Trust Company Radnor, Pennsylvania	$71.7M	+$2.14M	1	1.98%	Increased
70	American Century Companies Kansas City, Missouri	$70.6M	-$838K	2	0.08%	Reduced
71	Folketrygdfondet Oslo Norway, Norway	$70.5M	+$16.5M	1	1.95%	Increased
72	UBS Group Zurich, Switzerland	$69.9M	+$17.7M	5	0.05%	Increased
73	Teachers Advisors New York	$69.3M	+$7.65M	3	0.13%	Increased
74	New York State Teachers Retirement System (NYSTRS) Albany, New York	$67.7M	-$613K	3	0.17%	Reduced
75	Loomis, Sayles & Company Boston, Massachusetts	$66.4M	-$1.09M	1	0.18%	Reduced