← 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	CIP Champlain Investment Partners Burlington, Vermont	$51.7M	-$2.3M	1	0.33%	Reduced
102	Citigroup New York	$50.6M	-$16.8M	6	0.04%	Reduced
103	Rockefeller Capital Management New York	$49.2M	-$2.44M	6	0.26%	Reduced
104	US Bancorp Minneapolis, Minnesota	$48M	-$234K	6	0.09%	Reduced
105	Russell Investments Group London, United Kingdom	$46.7M	-$16.7M	4	0.1%	Reduced
106	IP Interval Partners New York	$46.7M	+$2.6M	1	2.41%	Increased
107	AGF Investments Inc Toronto, Ontario, Canada	$45.3M	+$914K	1	0.4%	Increased
108	Janney Montgomery Scott Philadelphia, Pennsylvania	$44.8M	-$532K	2	0.2%	Reduced
109	Copeland Capital Management Conshohocken, Pennsylvania	$44.7M	-$3.75M	1	1.42%	Reduced
110	State of Wisconsin Investment Board Madison, Wisconsin	$44.7M	+$286K	5	0.12%	Increased
111	M&T Bank Buffalo, New York	$44.3M	+$9.25M	3	0.21%	Increased
112	Homestead Advisers Arlington, Virginia	$43.3M	$0	1	1.22%	Maintained
113	LPU Lansdowne Partners (UK) London, United Kingdom	$42.9M	-$53M	1	6.05%	Reduced
114	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$41.9M	+$1.6M	3	0.03%	Increased
115	Adage Capital Partners Boston, Massachusetts	$41.8M	+$741K	1	0.1%	Increased
116	Factory Mutual Insurance Waltham, Massachusetts	$41M	-$140K	1	0.67%	Reduced
117	Two Sigma Investments New York	$39.9M	+$9.53M	3	0.13%	Increased
118	Mackenzie Financial Toronto Ontario, Ontario, Canada	$39.5M	-$42.9K	1	0.06%	Reduced
119	Canada Life Winnipeg, Manitoba, Canada	$39.3M	-$5.1M	3	0.1%	Reduced
120	LPL Financial San Diego, California	$39.2M	+$2.33M	3	0.04%	Increased
121	Barclays London, United Kingdom	$39.1M	-$16.9M	6	0.02%	Reduced
122	ORIO Old Republic International (ORI) Chicago, Illinois	$39M	$0	1	0.94%	Maintained
123	GF Greenhouse Funds Baltimore, Maryland	$38.9M	+$2.13M	1	4.29%	Increased
124	Trillium Asset Management Boston, Massachusetts	$37.4M	+$2.37M	1	1.15%	Increased
125	Voloridge Investment Management Jupiter, Florida	$37.2M	+$37.4M	2	0.19%	Increased