← 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	Capital Research Global Investors Los Angeles, California	$45.1M	-$30.2M	1	0.02%	Reduced
102	STRS Ohio Columbus, Ohio	$43.2M	+$17.9M	3	0.19%	Increased
103	HSBC Holdings London, United Kingdom	$41.8M	+$5.46M	2	0.1%	Increased
104	1919 Investment Counsel Baltimore, Maryland	$41M	+$6.99M	2	0.84%	Increased
105	HI Honeywell International Charlotte, North Carolina	$40.5M	+$7.53M	2	0.98%	Increased
106	BlackRock Japan Tokyo, Japan	$39.8M	-$935K	1	0.18%	Reduced
107	Mondrian Investment Partners London, United Kingdom	$39.4M	$0	1	0.58%	Maintained
108	Waddell & Reed Financial Overland Park, Kansas	$39.3M	+$4.11M	2	0.06%	Increased
109	Guggenheim Capital Chicago, Illinois	$39.1M	+$1.08M	5	0.11%	Increased
110	Hamlin Capital Management New York	$38.9M	+$934K	1	2.5%	Increased
111	APG Asset Management Amsterdam, Netherlands	$38.3M	$0	1	0.1%	Maintained
112	Capital International Los Angeles, California	$37.5M	+$435K	2	2.35%	Increased
113	US Bancorp Minneapolis, Minnesota	$36.1M	-$5.67M	5	0.15%	Reduced
114	Swiss National Bank Zurich, Switzerland	$36.1M	-$2.97M	3	0.14%	Reduced
115	Janus Henderson Investors US Denver, Colorado	$34.6M	-$49.7M	1	0.03%	Reduced
116	Capital International Sarl Los Angeles, California	$34.3M	-$545K	1	1.9%	Reduced
117	Ferguson Wellman Capital Management Portland, Oregon	$34.2M	+$844K	2	1.52%	Increased
118	Nuveen Charlotte, North Carolina	$34.2M	-$2.62M	1	0.2%	Reduced
119	IAM Impax Asset Management Portsmouth, New Hampshire	$33.6M	-$1.44M	3	2.15%	Reduced
120	EA Euclid Advisors Hartford, Connecticut	$32.7M	+$9.7M	1	0.25%	Increased
121	Bowen Hanes & Co Ponte Vedra Beach, Florida	$31.8M	-$52.7K	1	1.54%	Reduced
122	Davenport & Co Richmond, Virginia	$31.1M	+$601K	1	0.56%	Increased
123	NFA Nationwide Fund Advisors Columbus, Ohio	$30.7M	-$27.9M	3	0.14%	Reduced
124	Samlyn Capital New York	$30.4M	-$8.28M	1	0.71%	Reduced
125	Regions Financial Corp Birmingham, Alabama	$30.2M	+$17.3M	2	0.38%	Increased