← 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
126	D.E. Shaw & Co New York	$32.3M	+$29.9M	2	0.04%	Increased
127	Canada Life Winnipeg, Manitoba, Canada	$31.8M	+$2.81M	3	0.1%	Increased
128	Regions Financial Corp Birmingham, Alabama	$31.7M	+$876K	2	0.39%	Increased
129	Williams Jones & Associates New York	$31.5M	-$23.4M	1	1.41%	Reduced
130	Retirement Systems of Alabama Montgomery, Alabama	$31M	+$113K	1	0.17%	Increased
131	Ferguson Wellman Capital Management Portland, Oregon	$30.8M	-$3.81M	2	1.3%	Reduced
132	Korea Investment Corp Seoul, South Korea	$30.8M	+$1.74M	1	0.26%	Increased
133	Miller Howard Investments Kingston, New York	$30.4M	+$29.2M	1	0.48%	New
134	Stifel Financial St. Louis, Missouri	$29.9M	-$364K	2	0.27%	Reduced
135	Natixis Advisors Boston, Massachusetts	$29.9M	+$2.38M	4	0.43%	Increased
136	Trillium Asset Management Boston, Massachusetts	$29.4M	+$1.79M	2	2.52%	Increased
137	Public Employees Retirement Association of Colorado Denver, Colorado	$28.9M	-$633K	2	0.24%	Reduced
138	Chevy Chase Trust Bethesda, Maryland	$28.8M	+$43.4K	2	0.2%	Increased
139	Allstate Corporation Northbrook, Illinois	$28.7M	+$13.9M	1	0.78%	Increased
140	PGGM Investments Zeist, Netherlands	$27.8M	+$1.01M	1	0.13%	Increased
141	Credit Agricole Montrouge Cedex, France	$27.5M	+$13.2M	1	0.12%	Increased
142	MAA Matrix Asset Advisors White Plains, New York	$26.9M	+$9.93M	1	3.06%	Increased
143	Pinnacle Associates New York	$26.4M	-$1.29M	2	0.52%	Reduced
144	Silvercrest Asset Management New York	$25.9M	+$23.8M	1	0.39%	New
145	EA Euclid Advisors Hartford, Connecticut	$25.7M	-$7.66M	1	0.18%	Reduced
146	State of Michigan Retirement System Lansing, Michigan	$25.6M	+$10.2M	1	0.18%	Increased
147	Cullen/Frost Bankers San Antonio, Texas	$25M	+$1.37M	1	1.01%	Increased
148	Klingenstein Fields & Co New York	$24.7M	+$653K	2	1.05%	Increased
149	BCM Beddow Capital Management Jackson, Wyoming	$24.6M	+$10.1K	2	6.7%	Increased
150	Capital International Inc Los Angeles, California	$24.5M	-$4.25M	1	1.29%	Reduced