← 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	Teacher Retirement System of Texas Austin, Texas	$50.1M	-$1.36M	3	0.44%	Reduced
102	SAM Scopus Asset Management New York	$48.4M	-$9.63M	1	1.12%	Reduced
103	PGGM Investments Zeist, Netherlands	$47.2M	$0	1	0.26%	Maintained
104	Comerica Bank Dallas, Texas	$45.7M	-$7.63M	4	0.35%	Reduced
105	Lyrical Asset Management New York	$44.7M	+$16.2M	1	2.86%	Increased
106	AP Alydar Partners Boston, Massachusetts	$43M	+$15.8M	1	4.36%	Increased
107	US Bancorp Minneapolis, Minnesota	$42.5M	+$873K	5	0.17%	Increased
108	BlackRock Japan Tokyo, Japan	$41.3M	-$734K	1	0.18%	Reduced
109	Lord, Abbett & Co Jersey City, New Jersey	$41.2M	-$80.7M	3	0.09%	Reduced
110	State of Wisconsin Investment Board Madison, Wisconsin	$40.9M	-$720K	1	0.16%	Reduced
111	Barclays London, United Kingdom	$40.6M	+$36.2M	5	0.04%	Increased
112	Mondrian Investment Partners London, United Kingdom	$40.6M	$0	1	0.57%	Maintained
113	Swiss National Bank Zurich, Switzerland	$39.8M	-$526K	3	0.16%	Reduced
114	RIG Roosevelt Investment Group New York	$39.8M	+$7.46M	1	1.8%	Increased
115	Samlyn Capital New York	$39.3M	+$10.8M	1	0.98%	Increased
116	APG Asset Management Amsterdam, Netherlands	$38.8M	-$838K	1	0.11%	Reduced
117	Guggenheim Capital Chicago, Illinois	$38.7M	+$7.82M	5	0.12%	Increased
118	Hamlin Capital Management New York	$38.5M	+$92.3K	1	2.62%	Increased
119	Capital International Los Angeles, California	$37.6M	-$982K	2	2.3%	Reduced
120	Nuveen Charlotte, North Carolina	$37.3M	+$255K	1	0.24%	Increased
121	HSBC Holdings London, United Kingdom	$36.7M	+$6.17M	2	0.1%	Increased
122	Hardman Johnston Global Advisors Stamford, Connecticut	$35.9M	-$789K	1	2.36%	Reduced
123	IAM Impax Asset Management Portsmouth, New Hampshire	$35.8M	-$3.68M	3	2.27%	Reduced
124	Waddell & Reed Financial Overland Park, Kansas	$35.8M	+$8.39M	2	0.06%	Increased
125	Capital International Sarl Los Angeles, California	$35.4M	-$1.54M	1	1.9%	Reduced