← 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
151	Franklin Resources San Mateo, California	$23.8M	-$40.6M	3	0.01%	Reduced
152	US Bancorp Minneapolis, Minnesota	$23.5M	-$288K	5	0.09%	Reduced
153	State of Michigan Retirement System Lansing, Michigan	$23.4M	-$134K	1	0.16%	Reduced
154	Royce & Associates New York	$23.4M	-$1.05M	2	0.1%	Reduced
155	Pinnacle Associates New York	$23.4M	-$3.62K	2	0.43%	Reduced
156	NFA Nationwide Fund Advisors Columbus, Ohio	$23M	-$3.88M	3	0.09%	Reduced
157	Two Sigma Advisers New York	$22.9M	+$12.1M	3	0.17%	Increased
158	HSBC Holdings London, United Kingdom	$22.7M	-$14.8M	2	0.05%	Reduced
159	British Columbia Investment Management Victoria, British Columbia, Canada	$22.5M	-$790K	1	0.21%	Reduced
160	AQR Capital Management Greenwich, Connecticut	$22.4M	+$1.83M	2	0.04%	Increased
161	RCM Rutabaga Capital Management Boston, Massachusetts	$21.6M	+$242K	1	2.17%	Increased
162	Aviva London, United Kingdom	$21.6M	+$2.19M	1	0.15%	Increased
163	PGGM Investments Zeist, Netherlands	$21.2M	-$1.67M	1	0.11%	Reduced
164	Hermes Investment Management London Uk, United Kingdom	$20.8M	+$402K	1	0.47%	Increased
165	Natixis Advisors Boston, Massachusetts	$20.4M	+$505K	3	0.35%	Increased
166	AIM Avity Investment Management Greenwich, Connecticut	$19.8M	+$426K	1	3.12%	Increased
167	Teacher Retirement System of Texas Austin, Texas	$19.7M	-$316K	3	0.15%	Reduced
168	Klingenstein Fields & Co New York	$19.4M	-$116K	1	0.87%	Reduced
169	BNP Paribas Financial Markets Paris, France	$19.2M	+$10.4M	4	0.05%	Increased
170	BCM Beddow Capital Management Jackson, Wyoming	$19.1M	+$554K	2	6.7%	Increased
171	Canada Life Winnipeg, Manitoba, Canada	$18.8M	-$124K	3	0.07%	Reduced
172	Capital International Sarl Los Angeles, California	$18.8M	-$3.21M	1	1.39%	Reduced
173	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$18.7M	+$19.5M	1	0.85%	New
174	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.5M	+$168K	1	0.92%	Increased
175	KBC Group Brussels, Belgium	$18.4M	+$14.2M	3	0.24%	Increased