← 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	AMF Tjänstepension Stockholm, Sweden	$34.5M	-$3.53M	1	0.33%	Reduced
127	TCW Group Los Angeles, California	$33.5M	-$5.64M	1	0.37%	Reduced
128	Chevy Chase Trust Bethesda, Maryland	$33M	-$321K	4	0.12%	Reduced
129	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.5M	-$1.73M	1	1.76%	Reduced
130	State of New Jersey Common Pension Fund D Trenton, New Jersey	$32.1M	-$2.5M	2	0.12%	Reduced
131	QS Investors New York	$31.8M	+$4.11M	3	0.32%	Increased
132	Korea Investment Corp Seoul, South Korea	$31.8M	+$3.56M	1	0.12%	Increased
133	Teacher Retirement System of Texas Austin, Texas	$31.5M	-$1.9M	1	0.25%	Reduced
134	Gotham Asset Management New York	$31.1M	-$2.34M	3	0.57%	Reduced
135	Obermeyer Wealth Partners Aspen, Colorado	$31.1M	-$58.3K	1	2.75%	Reduced
136	Gateway Investment Advisers Cincinnati, Ohio	$30.9M	+$3.8M	1	0.31%	Increased
137	Janney Montgomery Scott Philadelphia, Pennsylvania	$30.7M	-$283K	3	0.2%	Reduced
138	KeyBank National Association Cleveland, Ohio	$30.2M	-$1.77M	1	0.16%	Reduced
139	STRS Ohio Columbus, Ohio	$30.2M	-$761K	3	0.13%	Reduced
140	Bessemer Group Woodbridge, New Jersey	$29.6M	-$257K	2	0.1%	Reduced
141	TD Asset Management Toronto, Ontario, Canada	$29.6M	-$905K	2	0.04%	Reduced
142	DZ Bank Frankfurt Am Main, Germany	$29.6M	+$7.31M	1	0.08%	Increased
143	SIC Schwartz Investment Counsel Plymouth, Michigan	$29.2M	-$1.29M	1	1.38%	Reduced
144	Retirement Systems of Alabama Montgomery, Alabama	$28.7M	+$32.6K	2	0.13%	Increased
145	Cornerstone Investment Partners Atlanta, Georgia	$28.3M	+$5.4M	2	1.34%	Increased
146	Man Group London, United Kingdom	$28.1M	+$16.8M	3	0.09%	Increased
147	WIC Willis Investment Counsel Gainesville, Georgia	$27.7M	-$19.8M	1	1.79%	Reduced
148	Gabelli Funds Rye, New York	$27.3M	-$1.44M	4	0.18%	Reduced
149	Bowen Hanes & Co Ponte Vedra Beach, Florida	$27M	+$22.1M	1	1.11%	Increased
150	Federated Hermes Pittsburgh, Pennsylvania	$26.6M	+$257K	3	0.06%	Increased