← 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	Victory Capital Management San Antonio, Texas	$31.3M	+$3.05M	2	0.13%	Increased
102	KeyBank National Association Cleveland, Ohio	$31.2M	-$3.48M	3	0.21%	Reduced
103	Capital Research Global Investors Los Angeles, California	$31.2M	$0	1	0.01%	Maintained
104	Adage Capital Partners Boston, Massachusetts	$30.8M	+$4.85M	1	0.08%	Increased
105	Federated Hermes Pittsburgh, Pennsylvania	$30.8M	+$12.9M	1	0.1%	Increased
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$30.5M	-$799K	3	0.11%	Reduced
107	BlackRock Japan Tokyo, Japan	$30M	-$265K	1	0.11%	Reduced
108	Trillium Asset Management Boston, Massachusetts	$29.7M	-$3.81M	2	2%	Reduced
109	D.E. Shaw & Co New York	$27.9M	+$25.4M	3	0.04%	Increased
110	Nuveen Charlotte, North Carolina	$26.3M	+$3.39M	1	0.14%	Increased
111	Calamos Advisors Naperville, Illinois	$25.8M	-$17.1M	1	0.16%	Reduced
112	JCM Janney Capital Management Pittsburgh, Pennsylvania	$25.8M	-$1.83M	1	1.14%	Reduced
113	Gotham Asset Management New York	$25.2M	+$22.1M	2	0.27%	Increased
114	Barclays London, United Kingdom	$25M	+$18.1M	3	0.03%	Increased
115	Davenport & Co Richmond, Virginia	$24.5M	-$200K	1	0.4%	Reduced
116	1832 Asset Management Toronto, Ontario, Canada	$23.7M	-$10.4M	2	0.1%	Reduced
117	Citadel Advisors Miami, Florida	$23.1M	-$35.7M	3	0.03%	Reduced
118	Obermeyer Wealth Partners Aspen, Colorado	$21.8M	-$10.2M	1	1.99%	Reduced
119	FMA Fiduciary Management Associates Chicago, Illinois	$21.5M	+$1.48M	1	1.26%	Increased
120	RCM Rutabaga Capital Management Boston, Massachusetts	$21.4M	-$140K	1	2.69%	Reduced
121	Zacks Investment Management Chicago, Illinois	$21.3M	+$10.7M	1	0.69%	Increased
122	AGF Investments Inc Toronto, Ontario, Canada	$20.8M	+$4.59M	1	0.26%	Increased
123	Capital International Los Angeles, California	$20.6M	-$1.51M	1	1.3%	Reduced
124	ALPS Advisors Denver, Colorado	$20.6M	+$1.41M	2	0.2%	Increased
125	Chevy Chase Trust Bethesda, Maryland	$20.1M	-$496K	1	0.12%	Reduced