← 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	$46M	-$1.45M	4	0.39%	Reduced
102	APG Asset Management Amsterdam, Netherlands	$45.3M	+$5.72M	1	0.1%	Increased
103	Hamlin Capital Management New York	$44.2M	+$4.03M	1	2.48%	Increased
104	Gabelli Funds Rye, New York	$43.5M	-$6.39M	3	0.21%	Reduced
105	HSBC Holdings London, United Kingdom	$41.5M	-$771K	2	0.09%	Reduced
106	Citadel Advisors Miami, Florida	$41.1M	-$59.5M	3	0.05%	Reduced
107	Guggenheim Capital Chicago, Illinois	$40.5M	+$1.76M	4	0.1%	Increased
108	Mondrian Investment Partners London, United Kingdom	$38.7M	+$3.7M	1	0.54%	Increased
109	Capital International Los Angeles, California	$37.7M	-$690K	2	2.33%	Reduced
110	Swiss National Bank Zurich, Switzerland	$37.7M	+$245K	3	0.14%	Increased
111	Nuveen Charlotte, North Carolina	$37.7M	+$2.44M	1	0.23%	Increased
112	BlackRock Japan Tokyo, Japan	$37.7M	-$3.16M	1	0.17%	Reduced
113	1919 Investment Counsel Baltimore, Maryland	$37.5M	-$2.99M	2	0.76%	Reduced
114	Aberdeen Asset Management Aberdeen, United Kingdom	$37M	+$31.9M	1	0.08%	Increased
115	US Bancorp Minneapolis, Minnesota	$36.7M	-$97.9K	5	0.15%	Reduced
116	Wedge Capital Management Charlotte, North Carolina	$36.3M	-$626K	1	0.37%	Reduced
117	Barclays London, United Kingdom	$36M	-$16M	5	0.04%	Reduced
118	NFA Nationwide Fund Advisors Columbus, Ohio	$35.9M	+$4.29M	5	0.15%	Increased
119	Millennium Management New York	$35.8M	+$26.3M	4	0.1%	Increased
120	CIP Champlain Investment Partners Burlington, Vermont	$34.8M	-$4.14M	1	0.57%	Reduced
121	Capital International Sarl Los Angeles, California	$34.4M	-$868K	1	1.92%	Reduced
122	Nomura Asset Management Tokyo, Japan	$34.2M	+$6.97M	1	0.63%	Increased
123	First Trust Advisors Wheaton, Illinois	$33M	+$16.5M	5	0.14%	Increased
124	SCM SKBA Capital Management San Francisco, California	$33M	+$5.73M	1	2.92%	Increased
125	Davenport & Co Richmond, Virginia	$32.5M	+$538K	1	0.55%	Increased