← 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	Miller Howard Investments Kingston, New York	$57.4M	+$36.4M	1	0.89%	Increased
77	Great Lakes Advisors Chicago, Illinois	$57.4M	+$1.65M	1	1.92%	Increased
78	AGF Investments Inc Toronto, Ontario, Canada	$55.1M	+$61.6M	1	0.57%	New
79	Prudential Financial Newark, New Jersey	$53.9M	-$14.2M	3	0.1%	Reduced
80	SCM Snow Capital Management Sewickley, Pennsylvania	$53.9M	+$995K	1	1.87%	Increased
81	TCSAM Tyrus Capital S.A.M. Monaco	$52.6M	+$58.9M	1	8.75%	New
82	UBS Zurich, Switzerland	$52.3M	+$8.04M	4	0.04%	Increased
83	RhumbLine Advisers Boston, Massachusetts	$50.5M	+$2.71M	4	0.15%	Increased
84	State of Wisconsin Investment Board Madison, Wisconsin	$50.2M	+$3.23M	1	0.18%	Increased
85	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$48.7M	-$27.2M	1	0.49%	Reduced
86	GC GMT Capital Atlanta, Georgia	$48.4M	$0	1	1.04%	Maintained
87	D.E. Shaw & Co New York	$47.7M	+$23.4M	4	0.06%	Increased
88	Point72 Asset Management Stamford, Connecticut	$46.5M	+$41.5M	1	0.35%	Increased
89	Adage Capital Partners Boston, Massachusetts	$45.9M	-$49.1M	1	0.11%	Reduced
90	Factory Mutual Insurance Waltham, Massachusetts	$45.5M	-$1.98M	1	0.63%	Reduced
91	Fred Alger Management New York	$45.3M	-$18.6M	1	0.22%	Reduced
92	Citadel Advisors Miami, Florida	$45.2M	+$10.4M	5	0.05%	Increased
93	APG Asset Management Amsterdam, Netherlands	$45M	+$8.66M	1	0.09%	Increased
94	Parametric Portfolio Associates Seattle, Washington	$44.7M	-$3.12M	4	0.1%	Reduced
95	State Board of Administration of Florida Retirement System Tallahassee, Florida	$44.1M	-$2.3M	3	0.14%	Reduced
96	Teachers Advisors New York	$43.5M	-$31.6M	3	0.09%	Reduced
97	Principal Financial Group Des Moines, Iowa	$43.3M	+$874K	3	0.07%	Increased
98	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$42.1M	+$47.1M	1	0.57%	New
99	Mondrian Investment Partners London, United Kingdom	$40.6M	+$3.03M	1	0.56%	Increased
100	Teacher Retirement System of Texas Austin, Texas	$40.5M	+$122K	3	0.34%	Increased