← 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	Credit Suisse Zurich, Switzerland	$97.5M	-$5.12M	4	0.09%	Reduced
52	Neuberger Berman Group New York	$95M	+$1.4M	3	0.11%	Increased
53	AllianceBernstein Nashville, Tennessee	$93M	-$1.29M	4	0.06%	Reduced
54	PGGM Investments Zeist, Netherlands	$91.3M	+$769K	1	0.46%	Increased
55	Panagora Asset Management Boston, Massachusetts	$90.4M	+$38.4M	3	0.4%	Increased
56	Silvercrest Asset Management New York	$88M	+$1.14M	2	0.82%	Increased
57	Barclays London, United Kingdom	$85.7M	+$2.13M	6	0.05%	Increased
58	Hotchkis & Wiley Capital Management Los Angeles, California	$84.4M	-$1.42M	1	0.32%	Reduced
59	California Public Employees Retirement System Sacramento, California	$83.7M	-$12.5M	6	0.1%	Reduced
60	Eaton Vance Management Boston, Massachusetts	$81.8M	+$65.5M	2	0.18%	Increased
61	Miller Howard Investments Kingston, New York	$81.4M	-$39.3M	2	2.39%	Reduced
62	RhumbLine Advisers Boston, Massachusetts	$81.2M	-$1.6M	5	0.15%	Reduced
63	Glenview Capital Management New York	$80.3M	-$60.3M	1	0.73%	Reduced
64	Two Sigma Investments New York	$78.3M	-$21.7M	6	0.26%	Reduced
65	D.E. Shaw & Co New York	$77.2M	-$13.8M	4	0.1%	Reduced
66	LPU Lansdowne Partners (UK) London, United Kingdom	$74.3M	+$60.4M	1	1.82%	Increased
67	Millennium Management New York	$74.2M	-$7.64M	6	0.11%	Reduced
68	Clark Capital Management Group Philadelphia, Pennsylvania	$74M	+$35.8M	1	1.56%	Increased
69	Citigroup New York	$73.6M	+$21.2M	6	0.06%	Increased
70	Regions Financial Corp Birmingham, Alabama	$73.4M	-$877K	2	0.83%	Reduced
71	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$72.8M	-$1.65M	5	0.14%	Reduced
72	USAA United Services Automobile Association San Antonio, Texas	$72.8M	-$11.7M	2	0.18%	Reduced
73	SCCM Schafer Cullen Capital Management New York	$72.1M	+$3.09M	2	0.85%	Increased
74	Russell Investments Group London, United Kingdom	$66.8M	-$19.7M	4	0.12%	Reduced
75	Factory Mutual Insurance Waltham, Massachusetts	$66.6M	$0	1	0.8%	Maintained