← 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	BlackRock Japan Tokyo, Japan	$40.8M	-$334K	1	0.13%	Reduced
102	STRS Ohio Columbus, Ohio	$39.7M	-$789K	2	0.17%	Reduced
103	Calamos Advisors Naperville, Illinois	$38.5M	+$4.87M	1	0.31%	Increased
104	Mondrian Investment Partners London, United Kingdom	$38.2M	$0	1	1.1%	Maintained
105	Davis Selected Advisers Tucson, Arizona	$37.5M	-$1.47M	1	0.16%	Reduced
106	ALPS Advisors Denver, Colorado	$36.7M	+$3.94M	1	0.27%	Increased
107	Point72 Asset Management Stamford, Connecticut	$35.9M	+$29.1M	2	0.25%	Increased
108	M&T Bank Buffalo, New York	$35.7M	+$23M	2	0.22%	Increased
109	Zacks Investment Management Chicago, Illinois	$35.2M	-$856K	2	1.01%	Reduced
110	Davenport & Co Richmond, Virginia	$35.1M	+$1.12M	1	0.5%	Increased
111	Aperio Group Sausalito, California	$34M	-$4.96M	3	0.26%	Reduced
112	Nuveen Charlotte, North Carolina	$33.4M	+$7.07M	2	0.17%	Increased
113	PIA Piedmont Investment Advisors Durham, North Carolina	$33.4M	+$336K	1	0.69%	Increased
114	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.3M	-$1.05M	1	1.53%	Reduced
115	State of Wisconsin Investment Board Madison, Wisconsin	$33.2M	-$4.2M	1	0.14%	Reduced
116	Renaissance Technologies New York	$33.2M	-$21.9M	5	0.05%	Reduced
117	Raymond James Financial Services Advisors St. Petersburg, Florida	$32.3M	+$4.67M	2	0.27%	Increased
118	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$32M	-$503K	1	0.63%	Reduced
119	Haverford Trust Company Radnor, Pennsylvania	$31M	+$228K	1	0.75%	Increased
120	Natixis Advisors Boston, Massachusetts	$30.4M	+$200K	2	0.37%	Increased
121	KeyBank National Association Cleveland, Ohio	$29.8M	-$1.34M	3	0.19%	Reduced
122	BA Boston Advisors Boston, Massachusetts	$29.6M	-$8.61M	1	0.71%	Reduced
123	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$29.3M	-$1.96M	1	0.11%	Reduced
124	Barclays London, United Kingdom	$28.5M	+$6.91M	5	0.03%	Increased
125	US Bancorp Minneapolis, Minnesota	$28.3M	-$3.46M	5	0.1%	Reduced