← 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	Schroder Investment Management Group London, United Kingdom	$82.6M	-$5.71M	2	0.12%	Reduced
102	Mariner Overland Park, Kansas	$81M	+$1.22M	3	0.22%	Increased
103	Copeland Capital Management Conshohocken, Pennsylvania	$80.1M	+$727K	1	1.72%	Increased
104	Mitsubishi UFJ Asset Management Tokyo, Japan	$79.3M	+$1.46M	4	0.16%	Increased
105	AQR Capital Management Greenwich, Connecticut	$78.7M	+$363K	4	0.16%	Increased
106	Citigroup New York	$78.7M	-$2.01M	5	0.06%	Reduced
107	Johnson Investment Counsel Cincinnati, Ohio	$78.4M	-$36M	2	1.01%	Reduced
108	AGF Management Toronto, Ontario, Canada	$76.5M	+$2.25M	1	0.54%	Increased
109	Janney Montgomery Scott Philadelphia, Pennsylvania	$76.4M	-$4.85M	2	0.28%	Reduced
110	Retirement Systems of Alabama Montgomery, Alabama	$74.4M	-$11.4M	2	0.35%	Reduced
111	HighTower Advisors Chicago, Illinois	$74.1M	+$3.35M	3	0.14%	Increased
112	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$73.6M	-$2.82M	2	0.18%	Reduced
113	Epoch Investment Partners New York	$73.5M	-$15.8M	1	0.47%	Reduced
114	Homestead Advisers Arlington, Virginia	$73.1M	+$1.14M	1	2.03%	Increased
115	Robeco Schweiz Zurich, Switzerland	$69.7M	+$69.2M	1	1.18%	Increased
116	M&T Bank Buffalo, New York	$68.6M	-$1.9M	2	0.27%	Reduced
117	ORIO Old Republic International (ORI) Chicago, Illinois	$66.1M	$0	1	2.47%	Maintained
118	SAM Scopus Asset Management New York	$65.3M	+$23.7M	2	1.86%	Increased
119	Los Angeles Capital Management Los Angeles, California	$63.2M	-$25.9M	3	0.27%	Reduced
120	Factory Mutual Insurance Waltham, Massachusetts	$62M	+$62.6M	1	0.86%	New
121	Alyeska Investment Group Chicago, Illinois	$60.9M	+$39.8M	2	0.41%	Increased
122	Zurich Insurance Group Zurich, Switzerland	$60.2M	-$39.6M	1	0.64%	Reduced
123	Macquarie Group Sydney, NSW 2000, Australia	$59.6M	-$11.5M	2	0.07%	Reduced
124	Osaic Holdings Scottsdale, Arizona	$58.7M	+$17.6M	6	0.09%	Increased
125	US Bancorp Minneapolis, Minnesota	$58.3M	-$78.6K	5	0.1%	Reduced