← 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	M&T Bank Buffalo, New York	$44.6M	+$1.53M	2	0.26%	Increased
102	Korea Investment Corp Seoul, South Korea	$42.8M	+$4.85M	1	0.2%	Increased
103	Davis Selected Advisers Tucson, Arizona	$41.5M	+$1.6M	1	0.18%	Increased
104	Davenport & Co Richmond, Virginia	$41.4M	+$700K	1	0.55%	Increased
105	British Columbia Investment Management Victoria, British Columbia, Canada	$41.2M	+$12.5M	1	0.33%	Increased
106	Renaissance Technologies New York	$40.3M	+$2.85M	5	0.05%	Increased
107	Wedge Capital Management Charlotte, North Carolina	$40.1M	-$511K	1	0.38%	Reduced
108	GA Glenhill Advisors New York	$38.7M	-$5.44M	1	2.44%	Reduced
109	NFA Nationwide Fund Advisors Columbus, Ohio	$37.6M	-$6.05M	4	0.15%	Reduced
110	JCM Janney Capital Management Pittsburgh, Pennsylvania	$36.2M	-$932K	1	1.71%	Reduced
111	Haverford Trust Company Radnor, Pennsylvania	$36.1M	-$523K	1	0.79%	Reduced
112	Calamos Advisors Naperville, Illinois	$36.1M	-$2.01M	1	0.27%	Reduced
113	State of Wisconsin Investment Board Madison, Wisconsin	$35.3M	+$6.95M	1	0.11%	Increased
114	US Bancorp Minneapolis, Minnesota	$34.7M	+$1.21M	5	0.12%	Increased
115	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$34.5M	-$11.6M	1	1.51%	Reduced
116	Natixis Advisors Boston, Massachusetts	$34.4M	-$3.83M	2	0.37%	Reduced
117	Clark Capital Management Group Philadelphia, Pennsylvania	$34.1M	+$7.91M	1	1.33%	Increased
118	STRS Ohio Columbus, Ohio	$33.7M	-$10M	2	0.15%	Reduced
119	KeyBank National Association Cleveland, Ohio	$33.5M	-$585K	3	0.2%	Reduced
120	Victory Capital Management San Antonio, Texas	$33.5M	+$6.64M	2	0.08%	Increased
121	Janus Henderson Group London,	$33.4M	+$28.4M	2	0.02%	Increased
122	Nuveen Charlotte, North Carolina	$32.3M	-$1.91M	1	0.21%	Reduced
123	South Texas Money Management San Antonio, Texas	$31.5M	-$276K	1	1.55%	Reduced
124	Lord, Abbett & Co Jersey City, New Jersey	$31.4M	-$52.8M	1	0.09%	Reduced
125	WIC Willis Investment Counsel Gainesville, Georgia	$31M	+$2.41M	2	2.34%	Increased