← 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
76	NFA Nationwide Fund Advisors Columbus, Ohio	$70.6M	+$68.2M	5	0.37%	New
77	Gabelli Funds Rye, New York	$69.7M	+$67.9M	3	0.42%	New
78	Capital Research Global Investors Los Angeles, California	$66.5M	+$63.7M	1	0.03%	New
79	SCCM Schafer Cullen Capital Management New York	$65.7M	+$67.2M	1	0.79%	New
80	PGGM Investments Zeist, Netherlands	$62.8M	+$60.1M	1	0.37%	New
81	Great Lakes Advisors Chicago, Illinois	$61M	+$58.4M	1	2.86%	New
82	Amundi Asset Management US Boston, Massachusetts	$60.5M	+$57.9M	1	0.25%	New
83	AP Alydar Partners Boston, Massachusetts	$59.8M	+$57.2M	1	3.22%	New
84	SCM Snow Capital Management Sewickley, Pennsylvania	$58.9M	+$56.5M	1	2.73%	New
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$56.5M	+$54.1M	4	0.18%	New
86	RhumbLine Advisers Boston, Massachusetts	$56.2M	+$53.9M	5	0.18%	New
87	State Board of Administration of Florida Retirement System Tallahassee, Florida	$56.2M	+$53.9M	4	0.19%	New
88	CI Investments Inc Toronto, Ontario, Canada	$52.4M	+$50.2M	1	0.57%	New
89	Factory Mutual Insurance Waltham, Massachusetts	$51.4M	+$49.2M	1	0.84%	New
90	HI Honeywell International Charlotte, North Carolina	$51.2M	+$49M	1	1.39%	New
91	1832 Asset Management Toronto, Ontario, Canada	$51M	+$48.9M	2	0.22%	New
92	Prudential Financial Newark, New Jersey	$50.3M	+$48.3M	3	0.11%	New
93	GAMCO Investors Greenwich, Connecticut	$48.6M	+$47M	3	0.31%	New
94	Sit Investment Associates Minneapolis, Minnesota	$48.5M	+$46.5M	1	0.98%	New
95	Capital International Inc Los Angeles, California	$48.2M	+$46.2M	1	1.75%	New
96	Adage Capital Partners Boston, Massachusetts	$46.4M	+$44.5M	1	0.14%	New
97	ACM Argent Capital Management St Louis, Missouri	$45.8M	+$43.9M	1	2.93%	New
98	Teacher Retirement System of Texas Austin, Texas	$44.7M	+$42.9M	3	0.41%	New
99	Gateway Investment Advisers Cincinnati, Ohio	$44.6M	+$42.7M	1	0.39%	New
100	Parametric Portfolio Associates Seattle, Washington	$44.4M	+$43M	5	0.13%	New