← 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	SGAM Smith Group Asset Management Dallas, Texas	$25.3M	+$1.82M	2	0.73%	Increased
152	Robeco Institutional Asset Management Rotterdam, Netherlands	$24.8M	+$6.82M	2	0.11%	Increased
153	AIM Avity Investment Management Greenwich, Connecticut	$24.7M	+$341K	1	3.14%	Increased
154	Comerica Bank Dallas, Texas	$24.4M	+$3.46M	5	0.17%	Increased
155	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$24.1M	-$1.07M	2	2.15%	Reduced
156	AIG American International Group New York	$23.8M	+$8.56M	4	0.08%	Increased
157	Gateway Investment Advisers Cincinnati, Ohio	$23.8M	+$1.8M	2	0.21%	Increased
158	Two Sigma Advisers New York	$23.6M	-$47.9M	5	0.06%	Reduced
159	MAA Matrix Asset Advisors White Plains, New York	$23.2M	-$191K	1	3.82%	Reduced
160	Trillium Asset Management Boston, Massachusetts	$22.9M	-$1.27M	2	1.22%	Reduced
161	Janney Montgomery Scott Philadelphia, Pennsylvania	$22.7M	+$665K	3	0.22%	Increased
162	Citadel Advisors Miami, Florida	$22.2M	+$2.32M	6	0.01%	Increased
163	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.7M	+$278K	1	2.48%	Increased
164	Jennison Associates New York	$21.6M	-$44.9M	1	0.02%	Reduced
165	SIC Schwartz Investment Counsel Plymouth, Michigan	$21.5M	+$9.94M	1	1.23%	Increased
166	Nomura Asset Management Tokyo, Japan	$21.3M	+$819K	1	0.22%	Increased
167	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$21.1M	+$3.39M	2	0.04%	Increased
168	Zurich Cantonal Bank Zurich, Switzerland	$21M	+$6.52M	4	0.19%	Increased
169	HA Heartland Advisors Milwaukee, Wisconsin	$20.9M	-$137K	2	1.38%	Reduced
170	Element Capital Management New York	$20.9M	+$2.94M	1	0.56%	Increased
171	Segall Bryant & Hamill Chicago, Illinois	$20.1M	+$11.6M	4	0.31%	Increased
172	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.6M	+$1.96M	1	4.13%	Increased
173	Putnam Investments Boston, Massachusetts	$19.4M	+$3.88M	3	0.04%	Increased
174	FP Foundry Partners Minneapolis, Minnesota	$19.4M	+$8.47M	2	0.79%	Increased
175	Guggenheim Capital Chicago, Illinois	$19.3M	-$35.9M	4	0.13%	Reduced