← 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	MAA Matrix Asset Advisors White Plains, New York	$21.2M	+$426K	1	3.03%	Increased
127	Eaton Vance Management Boston, Massachusetts	$20.9M	-$17.6M	1	0.06%	Reduced
128	Douglas C. Lane & Associates New York	$20.7M	+$381K	1	0.59%	Increased
129	Chevy Chase Trust Bethesda, Maryland	$20.3M	+$410K	2	0.13%	Increased
130	GC GMT Capital Atlanta, Georgia	$20M	-$3.77M	2	0.51%	Reduced
131	Retirement Systems of Alabama Montgomery, Alabama	$19.5M	-$250K	1	0.12%	Reduced
132	Aperio Group Sausalito, California	$19.4M	-$581K	2	0.2%	Reduced
133	NFA Nationwide Fund Advisors Columbus, Ohio	$19.2M	+$1.76M	3	0.09%	Increased
134	Gabelli Funds Rye, New York	$19M	-$3.83M	3	0.11%	Reduced
135	ALPS Advisors Denver, Colorado	$18.9M	+$616K	2	0.2%	Increased
136	Nomura Asset Management Tokyo, Japan	$18.9M	+$502K	1	0.38%	Increased
137	Ferguson Wellman Capital Management Portland, Oregon	$18.8M	+$471K	1	0.84%	Increased
138	AQR Capital Management Greenwich, Connecticut	$18.7M	+$946K	2	0.04%	Increased
139	Public Employees Retirement Association of Colorado Denver, Colorado	$18.3M	-$140K	1	0.16%	Reduced
140	BCM Beddow Capital Management Jackson, Wyoming	$18.2M	+$1.93M	2	7.63%	Increased
141	FMA Fiduciary Management Associates Chicago, Illinois	$18.2M	+$2.61M	1	1.18%	Increased
142	Federated Hermes Pittsburgh, Pennsylvania	$18.1M	-$31.1M	1	0.06%	Reduced
143	BAPIM British Airways Pensions Investment Management London, United Kingdom	$17.9M	-$9.26M	1	0.61%	Reduced
144	Canada Life Winnipeg, Manitoba, Canada	$17.8M	+$3.96M	3	0.07%	Increased
145	Waddell & Reed Financial Overland Park, Kansas	$17.5M	-$15.4M	1	0.03%	Reduced
146	Credit Agricole Montrouge Cedex, France	$17.4M	-$1.01M	2	0.09%	Reduced
147	British Columbia Investment Management Victoria, British Columbia, Canada	$17.3M	+$313K	1	0.18%	Increased
148	Cullen/Frost Bankers San Antonio, Texas	$17.1M	-$2.44M	1	0.68%	Reduced
149	AIM Avity Investment Management Greenwich, Connecticut	$16.9M	+$1.66M	1	2.73%	Increased
150	Artisan Partners Milwaukee, Wisconsin	$16.5M	+$4.86M	1	0.03%	Increased