← 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	$98.5M	+$12.5M	5	0.16%	Increased
52	Calamos Advisors Naperville, Illinois	$93.5M	-$407K	1	0.58%	Reduced
53	USSCPF United States Steel & Carnegie Pension Fund New York	$92.9M	$0	1	1.94%	Maintained
54	New York State Common Retirement Fund Albany, New York	$88.5M	-$2.16M	3	0.13%	Reduced
55	Brandywine Global Investment Management Philadelphia, Pennsylvania	$87M	+$6.45M	1	0.54%	Increased
56	UBS Group Zurich, Switzerland	$86.5M	+$18M	5	0.06%	Increased
57	Royal Bank of Canada Toronto, Ontario, Canada	$86.1M	+$2.6M	5	0.06%	Increased
58	Hardman Johnston Global Advisors Stamford, Connecticut	$84.5M	+$5M	1	5.06%	Increased
59	California Public Employees Retirement System Sacramento, California	$83.4M	-$7.71M	5	0.13%	Reduced
60	CI Investments Inc Toronto, Ontario, Canada	$82.2M	+$24.8M	1	0.91%	Increased
61	Citadel Advisors Miami, Florida	$79.2M	-$217M	4	0.07%	Reduced
62	BlackRock Investment Management Wilmington, Delaware	$78.8M	+$3.75M	4	0.1%	Increased
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$78.3M	-$6.77M	1	0.18%	Reduced
64	STRS Ohio Columbus, Ohio	$77.2M	-$16.5M	1	0.34%	Reduced
65	Miller Howard Investments Kingston, New York	$76.8M	+$13.4M	1	1.03%	Increased
66	Folketrygdfondet Oslo Norway, Norway	$74.9M	+$5.65M	1	2.01%	Increased
67	Teachers Advisors New York	$73.3M	+$4.67M	3	0.14%	Increased
68	Haverford Trust Company Radnor, Pennsylvania	$72.3M	+$1.14M	1	1.99%	Increased
69	Cooke & Bieler Philadelphia, Pennsylvania	$70M	-$1.85M	1	1.57%	Reduced
70	BlackRock New York	$68.9M	-$8.27M	3	0.1%	Reduced
71	Two Sigma Investments New York	$67.7M	+$8.49M	3	0.32%	Increased
72	New York State Teachers Retirement System (NYSTRS) Albany, New York	$64.6M	-$2.66M	3	0.17%	Reduced
73	AGF Investments Inc Toronto, Ontario, Canada	$64.4M	-$9.67M	1	0.7%	Reduced
74	Loomis, Sayles & Company Boston, Massachusetts	$62.1M	-$4.06M	1	0.17%	Reduced
75	AllianceBernstein Nashville, Tennessee	$62M	-$702K	3	0.05%	Reduced