← 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	Regions Financial Corp Birmingham, Alabama	$36.4M	-$2.93M	2	0.35%	Reduced
127	Allianz Asset Management Munich, Germany	$35.9M	+$7.6M	3	0.03%	Increased
128	HighTower Advisors Chicago, Illinois	$35.7M	-$3.16M	4	0.09%	Reduced
129	KeyBank National Association Cleveland, Ohio	$35.5M	-$806K	1	0.17%	Reduced
130	SEI Investments Oaks, Pennsylvania	$34.4M	+$14.8M	4	0.07%	Increased
131	State of New Jersey Common Pension Fund D Trenton, New Jersey	$33.9M	$0	3	0.13%	Maintained
132	Public Employees Retirement Association of Colorado Denver, Colorado	$33.5M	-$39.6K	2	0.18%	Reduced
133	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$33.5M	-$27.6K	3	0.14%	Reduced
134	Mitsubishi UFJ Asset Management Tokyo, Japan	$33.4M	+$3.3M	5	0.15%	Increased
135	Fort Washington Investment Advisors Cincinnati, Ohio	$33.1M	-$5.42M	1	0.25%	Reduced
136	APG Asset Management Amsterdam, Netherlands	$32.2M	-$9.47M	1	0.08%	Reduced
137	Jane Street New York	$30.8M	+$10.5M	4	0.01%	Increased
138	Meag Munich Ergo Munich, Germany	$30.3M	+$11.9M	1	1.81%	Increased
139	Axa Paris, France	$30.3M	-$2.58M	1	0.11%	Reduced
140	SCM Sandler Capital Management New York	$29.8M	+$25.4M	1	3.16%	Increased
141	KBC Group Brussels, Belgium	$29.7M	-$13.9M	5	0.15%	Reduced
142	MN Services Vermogensbeheer The Hague, Netherlands	$29.5M	-$7.43M	1	0.28%	Reduced
143	Whittier Trust South Pasadena, California	$29.5M	+$74.6K	4	0.59%	Increased
144	Gabelli Funds Rye, New York	$28.4M	-$155K	4	0.22%	Reduced
145	Cubist Systematic Strategies Stamford, Connecticut	$28.2M	+$20.6M	5	0.17%	Increased
146	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$28.2M	+$690K	2	0.07%	Increased
147	Woodline Partners San Francisco, California	$28.2M	+$4.81M	2	0.43%	Increased
148	United Capital Financial Advisors Irving, Texas	$27.8M	-$133K	2	0.15%	Reduced
149	Primecap Management Pasadena, California	$27.8M	$0	1	0.02%	Maintained
150	OP Oslo Pensjonsforsikring Oslo,	$27.3M	$0	1	5.83%	Maintained