← 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	KeyBank National Association Cleveland, Ohio	$33.4M	-$3.31M	3	0.22%	Reduced
102	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.3M	+$2.03M	1	1.79%	Increased
103	BA Boston Advisors Boston, Massachusetts	$33.2M	+$11.5M	1	0.82%	Increased
104	Victory Capital Management San Antonio, Texas	$32.9M	+$2.84M	2	0.14%	Increased
105	Calamos Advisors Naperville, Illinois	$31.2M	+$169K	1	0.21%	Increased
106	Aperio Group Sausalito, California	$30.9M	+$7.57M	2	0.26%	Increased
107	SFM Systematic Financial Management Teaneck, New Jersey	$30.4M	+$26.9M	1	0.38%	New
108	Davenport & Co Richmond, Virginia	$30.3M	+$782K	1	0.48%	Increased
109	Korea Investment Corp Seoul, South Korea	$30.3M	+$21.6M	1	0.22%	Increased
110	Zacks Investment Management Chicago, Illinois	$29.5M	+$3.46M	1	0.93%	Increased
111	Adage Capital Partners Boston, Massachusetts	$29M	-$7.1M	1	0.08%	Reduced
112	AQR Capital Management Greenwich, Connecticut	$28.8M	-$7.64M	2	0.05%	Reduced
113	Nuveen Charlotte, North Carolina	$28.5M	-$2.77M	1	0.15%	Reduced
114	Haverford Trust Company Radnor, Pennsylvania	$28.2M	-$33.2M	1	0.74%	Reduced
115	Point72 Asset Management Stamford, Connecticut	$27.6M	+$24.4M	1	0.21%	New
116	Credit Agricole Montrouge Cedex, France	$27M	+$6.09M	2	0.13%	Increased
117	Stifel Financial St. Louis, Missouri	$26.3M	-$12M	2	0.14%	Reduced
118	Obermeyer Wealth Partners Aspen, Colorado	$26.3M	+$52.8K	1	2.43%	Increased
119	Canada Life Winnipeg, Manitoba, Canada	$25.8M	+$2.04M	3	0.09%	Increased
120	Capital International Los Angeles, California	$24.7M	$0	1	1.6%	Maintained
121	Chevy Chase Trust Bethesda, Maryland	$24.5M	+$224K	1	0.14%	Increased
122	Boston Partners Boston, Massachusetts	$24.2M	+$16.2M	1	0.04%	Increased
123	IP Interval Partners New York	$23.8M	-$29.3M	1	2.05%	Reduced
124	TD Asset Management Toronto, Ontario, Canada	$23.4M	+$7.8M	1	0.04%	Increased
125	ALPS Advisors Denver, Colorado	$22.8M	-$1.68M	1	0.24%	Reduced