← 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	Charles Schwab San Francisco, California	$88.1M	+$6.08M	3	0.12%	Increased
52	USAA United Services Automobile Association San Antonio, Texas	$87.1M	-$3.47M	1	0.31%	Reduced
53	Parametric Portfolio Associates Seattle, Washington	$86M	+$40.1M	4	0.15%	Increased
54	OppenheimerFunds New York	$81.4M	+$8.44M	3	0.1%	Increased
55	Credit Suisse Zurich, Switzerland	$75.4M	-$2.96M	3	0.09%	Reduced
56	UBS AM Chicago, Illinois	$73.7M	-$3.66M	2	0.08%	Reduced
57	SCM Snow Capital Management Sewickley, Pennsylvania	$72.4M	+$28.6M	1	2.88%	Increased
58	Lord, Abbett & Co Jersey City, New Jersey	$72M	-$6.23M	2	0.22%	Reduced
59	USSCPF United States Steel & Carnegie Pension Fund New York	$71.7M	$0	1	1.7%	Maintained
60	Brandywine Global Investment Management Philadelphia, Pennsylvania	$70.1M	-$465K	2	0.45%	Reduced
61	SCCM Schafer Cullen Capital Management New York	$67.8M	+$28.5M	2	0.81%	Increased
62	PNC Financial Services Group Pittsburgh, Pennsylvania	$65.9M	-$4.52M	5	0.08%	Reduced
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$64.8M	+$3.81M	1	0.15%	Increased
64	BlackRock Investment Management Wilmington, Delaware	$64.7M	+$261K	4	0.08%	Increased
65	Loomis, Sayles & Company Boston, Massachusetts	$64.1M	+$3.69M	1	0.18%	Increased
66	New York State Common Retirement Fund Albany, New York	$64.1M	-$2.26M	3	0.1%	Reduced
67	California Public Employees Retirement System Sacramento, California	$62.7M	+$715K	5	0.1%	Increased
68	American Century Companies Kansas City, Missouri	$61.6M	-$15.5M	1	0.07%	Reduced
69	STRS Ohio Columbus, Ohio	$61.3M	-$1.13M	1	0.27%	Reduced
70	Schroder Investment Management Group London, United Kingdom	$59.2M	+$53.7M	3	0.12%	Increased
71	Prudential Financial Newark, New Jersey	$57.3M	-$2.81M	3	0.1%	Reduced
72	BlackRock New York	$56.4M	-$116K	3	0.08%	Reduced
73	Silvercrest Asset Management New York	$56M	+$499K	2	0.78%	Increased
74	National Rural Electric Cooperative Association Arlington, Virginia	$55.6M	+$8.55M	1	1%	Increased
75	Haverford Trust Company Radnor, Pennsylvania	$54.7M	-$4.18M	1	1.47%	Reduced