← 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	Federated Hermes Pittsburgh, Pennsylvania	$65.5M	+$8.5M	2	0.22%	Increased
77	Great Lakes Advisors Chicago, Illinois	$65.1M	-$1.84M	1	2.83%	Reduced
78	SCM Snow Capital Management Sewickley, Pennsylvania	$65.1M	-$3.94M	1	2.55%	Reduced
79	Prudential Financial Newark, New Jersey	$63.6M	+$5.88M	3	0.12%	Increased
80	CI Investments Inc Toronto, Ontario, Canada	$62.1M	+$3.01M	1	0.66%	Increased
81	RhumbLine Advisers Boston, Massachusetts	$61.7M	-$1.77M	5	0.18%	Reduced
82	Parametric Portfolio Associates Seattle, Washington	$60.7M	+$3.42M	5	0.14%	Increased
83	Factory Mutual Insurance Waltham, Massachusetts	$59.8M	+$2.58M	1	0.87%	Increased
84	RIG Roosevelt Investment Group New York	$59.6M	+$19.9M	1	2.76%	Increased
85	Eagle Asset Management St Petersburg, Florida	$59.1M	-$42.4M	1	0.33%	Reduced
86	UBS Zurich, Switzerland	$58.9M	+$7.99M	6	0.05%	Increased
87	GC GMT Capital Atlanta, Georgia	$57.3M	-$7.46M	1	1.24%	Reduced
88	Sit Investment Associates Minneapolis, Minnesota	$56.9M	+$3.82M	1	1%	Increased
89	Adage Capital Partners Boston, Massachusetts	$55.2M	-$61.9M	1	0.15%	Reduced
90	State Board of Administration of Florida Retirement System Tallahassee, Florida	$55.1M	-$5.66M	4	0.18%	Reduced
91	Williams Jones & Associates New York	$54.3M	+$34.7M	2	1.09%	Increased
92	Putnam Investments Boston, Massachusetts	$53.8M	+$25.6M	2	0.12%	Increased
93	State of Wisconsin Investment Board Madison, Wisconsin	$52.6M	+$12M	1	0.2%	Increased
94	Barclays London, United Kingdom	$51.1M	+$10.8M	5	0.06%	Increased
95	Lyrical Asset Management New York	$50.7M	+$6.44M	1	2.84%	Increased
96	Gateway Investment Advisers Cincinnati, Ohio	$49.5M	-$1.35M	1	0.4%	Reduced
97	Gabelli Funds Rye, New York	$48.9M	-$3.95M	3	0.25%	Reduced
98	Victory Capital Management San Antonio, Texas	$48.3M	-$35.2M	1	0.33%	Reduced
99	Teacher Retirement System of Texas Austin, Texas	$46.7M	-$2.69M	3	0.42%	Reduced
100	Comerica Bank Dallas, Texas	$46.4M	+$1.46M	4	0.36%	Increased