← 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	$76M	-$9.68M	2	0.08%	Reduced
52	American Century Companies Kansas City, Missouri	$75.4M	+$34.2M	1	0.09%	Increased
53	OppenheimerFunds New York	$72.2M	-$25.9M	1	0.1%	Reduced
54	Arrowstreet Capital Boston, Massachusetts	$71.5M	+$55.8M	2	0.34%	Increased
55	USSCPF United States Steel & Carnegie Pension Fund New York	$70.6M	$0	1	1.57%	Maintained
56	Brandywine Global Investment Management Philadelphia, Pennsylvania	$69.5M	+$3.98M	1	0.45%	Increased
57	PNC Financial Services Group Pittsburgh, Pennsylvania	$69.2M	-$9.38M	5	0.08%	Reduced
58	UBS Group Zurich, Switzerland	$67.1M	+$270K	5	0.05%	Increased
59	Royal Bank of Canada Toronto, Ontario, Canada	$65.6M	-$2.99M	4	0.05%	Reduced
60	New York State Common Retirement Fund Albany, New York	$65.3M	-$2.75M	3	0.1%	Reduced
61	Russell Frank Company Seattle, Washington	$63.4M	-$16.5M	5	0.12%	Reduced
62	BlackRock Investment Management Wilmington, Delaware	$63.4M	+$3.06M	5	0.09%	Increased
63	Hardman Johnston Global Advisors Stamford, Connecticut	$61.8M	-$2.82M	1	4.11%	Reduced
64	STRS Ohio Columbus, Ohio	$61.5M	+$3.3M	1	0.29%	Increased
65	California Public Employees Retirement System Sacramento, California	$61.1M	-$3.09M	5	0.1%	Reduced
66	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$60.3M	+$917K	1	0.15%	Increased
67	Folketrygdfondet Oslo Norway, Norway	$60.2M	-$3.52M	1	1.81%	Reduced
68	Loomis, Sayles & Company Boston, Massachusetts	$59.7M	+$14.3M	1	0.18%	Increased
69	Prudential Financial Newark, New Jersey	$59M	+$28.8M	3	0.12%	Increased
70	Haverford Trust Company Radnor, Pennsylvania	$57.9M	+$3.42M	1	1.68%	Increased
71	Citadel Advisors Miami, Florida	$56.9M	-$4.33M	2	0.05%	Reduced
72	BlackRock New York	$55.7M	+$3.91M	3	0.09%	Increased
73	Miller Howard Investments Kingston, New York	$55.4M	-$3.44M	1	0.92%	Reduced
74	Hotchkis & Wiley Capital Management Los Angeles, California	$52M	+$59.8M	1	0.21%	New
75	Great Lakes Advisors Chicago, Illinois	$51.9M	+$5.95M	1	1.61%	Increased