← 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	HSBC Holdings London, United Kingdom	$16.4M	-$1.12M	1	0.04%	Reduced
152	US Bancorp Minneapolis, Minnesota	$16.3M	-$1.93M	5	0.07%	Reduced
153	AGF Investments Inc Toronto, Ontario, Canada	$16.3M	-$37.8M	1	0.2%	Reduced
154	Klingenstein Fields & Co New York	$16.3M	-$186K	1	0.81%	Reduced
155	PGGM Investments Zeist, Netherlands	$16.3M	+$135K	1	0.09%	Increased
156	Natixis Advisors Boston, Massachusetts	$15.4M	-$1.9M	3	0.27%	Reduced
157	Teacher Retirement System of Texas Austin, Texas	$15.4M	+$505K	3	0.12%	Increased
158	Raymond James & Associates St Petersburg, Florida	$15.3M	-$24M	2	0.06%	Reduced
159	Aviva London, United Kingdom	$14.8M	-$1.84M	1	0.12%	Reduced
160	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$14.6M	+$4.44M	1	0.2%	Increased
161	William Blair Investment Management Chicago, Illinois	$14.3M	+$14.6M	1	0.03%	New
162	Capital International Sarl Los Angeles, California	$14.2M	-$118K	1	1.27%	Reduced
163	PP PDT Partners New York	$14M	+$15.5M	1	0.31%	Increased
164	Pinnacle Associates New York	$14M	-$4.5M	2	0.31%	Reduced
165	HCCM Herring Creek Capital Management Stamford, Connecticut	$14M	+$1.43M	1	3.82%	Increased
166	Anchor Capital Advisors Boston, Massachusetts	$13.8M	+$498K	1	0.35%	Increased
167	Franklin Resources San Mateo, California	$13.8M	-$7.19M	2	0.01%	Reduced
168	AIG American International Group New York	$13.1M	-$993K	5	0.06%	Reduced
169	WIM Wilen Investment Management Bonita Springs, Florida	$13.1M	-$240K	2	9.36%	Reduced
170	WIC Willis Investment Counsel Gainesville, Georgia	$13.1M	-$1.62M	2	1.28%	Reduced
171	MC Martin Currie Edinburgh, United Kingdom	$13M	+$464K	1	1.35%	Increased
172	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13M	-$1.35M	1	0.63%	Reduced
173	CTI Community Trust & Investment Versailles, Kentucky	$13M	+$742K	1	1.75%	Increased
174	TU TDAM USA Toronto, Ontario, Canada	$12.8M	+$1.25M	2	0.65%	Increased
175	State of Tennessee, Department of Treasury Nashville, Tennessee	$12.7M	-$17.4M	1	0.08%	Reduced