← 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	SCCM Schafer Cullen Capital Management New York	$43.8M	-$23.8M	2	0.55%	Reduced
102	Teacher Retirement System of Texas Austin, Texas	$43.3M	-$123K	3	0.34%	Reduced
103	Waddell & Reed Financial Overland Park, Kansas	$41.5M	+$7.79M	1	0.06%	Increased
104	Capital Research Global Investors Los Angeles, California	$40.8M	$0	1	0.01%	Maintained
105	Eaton Vance Management Boston, Massachusetts	$40.6M	+$35.6M	1	0.12%	Increased
106	CIP Champlain Investment Partners Burlington, Vermont	$40.2M	+$5.07M	1	0.64%	Increased
107	SCM SKBA Capital Management San Francisco, California	$38.9M	+$3.13M	1	2.99%	Increased
108	BlackRock Japan Tokyo, Japan	$38.5M	+$2.7M	1	0.15%	Increased
109	GC GMT Capital Atlanta, Georgia	$38.5M	-$10.3M	1	0.95%	Reduced
110	Mondrian Investment Partners London, United Kingdom	$38.3M	$0	1	0.62%	Maintained
111	State of Tennessee, Department of Treasury Nashville, Tennessee	$37.4M	+$29.8M	3	0.2%	Increased
112	HSBC Holdings London, United Kingdom	$36.9M	-$1.84M	2	0.08%	Reduced
113	Gabelli Funds Rye, New York	$35.8M	-$2.47M	3	0.17%	Reduced
114	Vaughan Nelson Investment Management Houston, Texas	$35.5M	+$800K	1	0.52%	Increased
115	Wedge Capital Management Charlotte, North Carolina	$34.9M	-$1.56M	1	0.35%	Reduced
116	JCM Janney Capital Management Pittsburgh, Pennsylvania	$34.6M	+$1.73M	1	1.99%	Increased
117	Royce & Associates New York	$34M	-$4.4M	2	0.12%	Reduced
118	Comerica Bank Dallas, Texas	$33.9M	+$15.6M	4	0.15%	Increased
119	Raymond James & Associates St Petersburg, Florida	$32.7M	+$12.6M	2	0.16%	Increased
120	Swiss National Bank Zurich, Switzerland	$31.8M	-$982K	3	0.12%	Reduced
121	Nuveen Charlotte, North Carolina	$31.7M	+$487K	1	0.18%	Increased
122	Barclays London, United Kingdom	$31.6M	-$2.66M	5	0.03%	Reduced
123	NFA Nationwide Fund Advisors Columbus, Ohio	$31.5M	+$504K	4	0.13%	Increased
124	State of New Jersey Common Pension Fund D Trenton, New Jersey	$31.5M	$0	1	0.12%	Maintained
125	Johnson Investment Counsel Cincinnati, Ohio	$31.3M	-$2.26M	3	1.03%	Reduced