← 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	LM Luminus Management Houston, Texas	$31.3M	+$33.7M	1	0.63%	New
127	Robeco Institutional Asset Management Rotterdam, Netherlands	$30.9M	+$3.92M	2	0.14%	Increased
128	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$30.8M	+$2.23M	1	0.13%	Increased
129	South Texas Money Management San Antonio, Texas	$30.3M	+$295K	1	1.45%	Increased
130	Haverford Trust Company Radnor, Pennsylvania	$29.4M	+$534K	1	0.63%	Increased
131	Teacher Retirement System of Texas Austin, Texas	$29.1M	+$1.73M	1	0.27%	Increased
132	Westwood Holdings Group Dallas, Texas	$28.4M	-$409K	2	0.32%	Reduced
133	WIC Willis Investment Counsel Gainesville, Georgia	$28.4M	+$3.32M	2	2.11%	Increased
134	Causeway Capital Management Los Angeles, California	$27.9M	-$2.89M	1	0.33%	Reduced
135	JCM Janney Capital Management Pittsburgh, Pennsylvania	$27.9M	-$1.24M	2	1.5%	Reduced
136	STRS Ohio Columbus, Ohio	$27.2M	+$70.2K	2	0.14%	Increased
137	ORIO Old Republic International (ORI) Chicago, Illinois	$26M	$0	1	0.77%	Maintained
138	TD Asset Management Toronto, Ontario, Canada	$25.9M	-$664K	1	0.05%	Reduced
139	SEI Investments Oaks, Pennsylvania	$25.9M	+$2.48M	5	0.09%	Increased
140	Chevy Chase Trust Bethesda, Maryland	$25.2M	+$769K	2	0.12%	Increased
141	Envestnet Asset Management Chicago, Illinois	$24.9M	+$25.9M	5	0.04%	Increased
142	KeyBank National Association Cleveland, Ohio	$24.7M	-$1.33M	2	0.16%	Reduced
143	Commerce Bank Kansas City, Missouri	$24.5M	+$841K	3	0.31%	Increased
144	Retirement Systems of Alabama Montgomery, Alabama	$24.2M	+$1.15M	2	0.13%	Increased
145	Obermeyer Wealth Partners Aspen, Colorado	$24.1M	-$145K	1	2.44%	Reduced
146	SGAM Smith Group Asset Management Dallas, Texas	$23.2M	+$979K	2	0.82%	Increased
147	Gabelli Funds Rye, New York	$22.8M	-$374K	4	0.16%	Reduced
148	BNP Paribas Financial Markets Paris, France	$22.8M	+$10.6M	6	0.05%	Increased
149	Foresters Investment Management New York	$22.2M	+$12.1M	2	0.42%	Increased
150	Gateway Investment Advisers Cincinnati, Ohio	$21.9M	+$197K	2	0.21%	Increased