← 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
101	Comerica Bank Dallas, Texas	$44.4M	+$42.8M	4	0.36%	New
102	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$44.3M	+$42.4M	1	0.25%	New
103	APG Asset Management Amsterdam, Netherlands	$40.8M	+$39.1M	1	0.13%	New
104	Todd Asset Management Louisville, Kentucky	$40.1M	+$38.8M	2	1.31%	New
105	Capital International Los Angeles, California	$39.3M	+$37.7M	2	2.42%	New
106	Balyasny Asset Management Chicago, Illinois	$38.6M	+$37M	1	0.65%	New
107	Brown Advisory Baltimore, Maryland	$38.5M	+$36.9M	3	0.15%	New
108	UBS Zurich, Switzerland	$38.4M	+$37.9M	5	0.05%	New
109	Federated Hermes Pittsburgh, Pennsylvania	$38.4M	+$36.8M	1	0.15%	New
110	State of Wisconsin Investment Board Madison, Wisconsin	$37.8M	+$36.2M	1	0.16%	New
111	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$37.3M	+$36.1M	4	0.35%	New
112	BlackRock Japan Tokyo, Japan	$36.4M	+$34.9M	1	0.17%	New
113	Commerzbank Aktiengesellschaft Frankfurt, Germany	$36.4M	+$34.9M	1	0.16%	New
114	US Bancorp Minneapolis, Minnesota	$35.4M	+$34M	5	0.16%	New
115	SAM Scopus Asset Management New York	$34.5M	+$33M	1	0.96%	New
116	Swiss National Bank Zurich, Switzerland	$34.2M	+$32.8M	3	0.15%	New
117	Hamlin Capital Management New York	$34.1M	+$32.7M	1	2.78%	New
118	DCCA D.C. Capital Advisors New York	$32.9M	+$31.5M	1	15.69%	New
119	IAM Impax Asset Management Portsmouth, New Hampshire	$32.8M	+$32.3M	2	2.22%	New
120	Nuveen Charlotte, North Carolina	$32.5M	+$31.2M	1	0.22%	New
121	PIM Partner Investment Management San Francisco, California	$31.1M	+$29.8M	1	7.05%	New
122	FA Friess Associates Greenville, Delaware	$30.9M	+$29.6M	1	2.42%	New
123	Hardman Johnston Global Advisors Stamford, Connecticut	$30.9M	+$31.6M	1	2.12%	New
124	ACM Atlanta Capital Management Atlanta, Georgia	$29.6M	+$28.3M	1	0.22%	New
125	HSBC Holdings London, United Kingdom	$29M	+$28M	2	0.09%	New