← 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	$61.8M	-$248K	1	0.4%	Reduced
102	HSBC Holdings London, United Kingdom	$61.8M	+$41.1M	4	0.07%	Increased
103	Janney Montgomery Scott Philadelphia, Pennsylvania	$61.5M	+$1.98M	3	0.24%	Increased
104	M&T Bank Buffalo, New York	$57.6M	+$424K	3	0.23%	Increased
105	Zurich Cantonal Bank Zurich, Switzerland	$56.6M	+$26.6M	3	0.3%	Increased
106	LPU Lansdowne Partners (UK) London, United Kingdom	$55.9M	-$3.3M	1	11.57%	Reduced
107	AGF Management Toronto, Ontario, Canada	$54.9M	+$53.7M	1	0.4%	New
108	LPL Financial San Diego, California	$54.4M	+$4.25M	3	0.05%	Increased
109	Homestead Advisers Arlington, Virginia	$53.9M	+$15.3K	1	1.44%	Increased
110	AQR Capital Management Greenwich, Connecticut	$52.8M	-$21.8M	3	0.12%	Reduced
111	Factory Mutual Insurance Waltham, Massachusetts	$51.5M	-$1.01M	1	0.78%	Reduced
112	GF Greenhouse Funds Baltimore, Maryland	$51.4M	+$2.94M	1	4.69%	Increased
113	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$51.2M	-$35M	3	0.03%	Reduced
114	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$51.1M	+$14.9M	2	0.13%	Increased
115	Mitsubishi UFJ Asset Management Tokyo, Japan	$50.7M	+$5.02M	4	0.14%	Increased
116	Arrowstreet Capital Boston, Massachusetts	$50.3M	+$699K	5	0.07%	Increased
117	APG Asset Management Amsterdam, Netherlands	$49.1M	+$5.68M	2	0.09%	Increased
118	IP Interval Partners New York	$48.7M	-$8.22M	1	2.9%	Reduced
119	ORIO Old Republic International (ORI) Chicago, Illinois	$48.6M	$0	1	1.52%	Maintained
120	Allspring Global Investments Charlotte, North Carolina	$47.8M	+$21.8M	5	0.08%	Increased
121	Two Sigma Advisers New York	$47.7M	+$28.1M	5	0.13%	Increased
122	HighTower Advisors Chicago, Illinois	$47.3M	+$1.7M	3	0.11%	Increased
123	Woodline Partners San Francisco, California	$47.1M	-$7.61M	2	0.63%	Reduced
124	US Bancorp Minneapolis, Minnesota	$47.1M	-$4.83M	6	0.08%	Reduced
125	Corient Private Wealth Miami, Florida	$45.5M	+$44.4M	3	0.17%	New