← 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	Aviva London, United Kingdom	$20.8M	-$2.88M	1	0.12%	Reduced
152	Teacher Retirement System of Texas Austin, Texas	$20.6M	+$3.84K	1	0.15%	Increased
153	ACM Argent Capital Management St Louis, Missouri	$20.4M	+$233K	1	0.78%	Increased
154	Churchill Management Los Angeles, California	$20.2M	+$875K	1	0.57%	Increased
155	Pinnacle Associates New York	$20.2M	-$415K	2	0.39%	Reduced
156	Trillium Asset Management Boston, Massachusetts	$20.2M	-$1.06M	2	1.29%	Reduced
157	Comerica Bank Dallas, Texas	$19.3M	-$419K	4	0.15%	Reduced
158	D.E. Shaw & Co New York	$19.2M	+$11.5M	3	0.03%	Increased
159	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$19.2M	-$41.1M	1	0.03%	Reduced
160	Nomura Asset Management Tokyo, Japan	$19.1M	-$3.84M	1	0.27%	Reduced
161	HSBC Holdings London, United Kingdom	$18.9M	-$242K	1	0.04%	Reduced
162	SCP Sandhill Capital Partners Buffalo, New York	$17.9M	+$598K	2	4.19%	Increased
163	Cullen/Frost Bankers San Antonio, Texas	$17.8M	-$1.04M	1	0.61%	Reduced
164	BNP Paribas Asset Management Paris, France	$17.6M	-$316K	1	0.16%	Reduced
165	MC Martin Currie Edinburgh, United Kingdom	$17.6M	+$561K	1	1.45%	Increased
166	UBS O'Connor Chicago, Illinois	$17.5M	+$164K	1	0.29%	Increased
167	BCM Barometer Capital Management Toronto, Ontario, Canada	$17.4M	+$2.18M	1	1.51%	Increased
168	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.1M	+$453K	1	3.61%	Increased
169	Franklin Resources San Mateo, California	$16.9M	-$874K	2	0.01%	Reduced
170	TU TDAM USA Toronto, Ontario, Canada	$16.9M	-$240K	2	0.85%	Reduced
171	AIG American International Group New York	$16.8M	-$83K	4	0.06%	Reduced
172	JP Morgan Private Wealth Advisors San Francisco, California	$16.7M	-$56.9K	3	0.13%	Reduced
173	Fisher Asset Management Camas, Washington	$16.4M	-$83.4K	1	0.03%	Reduced
174	Panagora Asset Management Boston, Massachusetts	$16.4M	-$688K	3	0.07%	Reduced
175	Citigroup New York	$16.2M	+$7.25M	5	0.01%	Increased