← 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	Zurich Cantonal Bank Zurich, Switzerland	$25.4M	+$273K	5	0.23%	Increased
152	SIC Schwartz Investment Counsel Plymouth, Michigan	$25.2M	$0	1	1.35%	Maintained
153	Gateway Investment Advisers Cincinnati, Ohio	$24.4M	-$1.22M	2	0.22%	Reduced
154	SCM Stevens Capital Management Radnor, Pennsylvania	$24.4M	+$14.7M	2	1.04%	Increased
155	Ancora Advisors Cleveland, Ohio	$24.3M	-$979K	3	1.1%	Reduced
156	MCIM Meadow Creek Investment Management Atlanta, Georgia	$24.3M	+$12.4M	2	0.5%	Increased
157	Treasurer of the State of North Carolina Raleigh, North Carolina	$24.1M	+$268K	2	0.15%	Increased
158	Janney Montgomery Scott Philadelphia, Pennsylvania	$24.1M	+$1.1M	2	0.2%	Increased
159	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$23.6M	+$2.8M	2	0.04%	Increased
160	MAA Matrix Asset Advisors White Plains, New York	$23.5M	-$484K	1	4.01%	Reduced
161	HSBC Holdings London, United Kingdom	$23.4M	-$13.5M	3	0.04%	Reduced
162	Comerica Bank Dallas, Texas	$22.5M	+$844K	5	0.18%	Increased
163	Korea Investment Corp Seoul, South Korea	$22.1M	+$13.3M	1	0.1%	Increased
164	ACI AMP Capital Investors Sydney, Australia	$22.1M	+$4.17M	2	0.12%	Increased
165	SEI Investments Oaks, Pennsylvania	$21.5M	-$4.15M	5	0.07%	Reduced
166	Asset Management One Tokyo, Japan	$21.4M	-$31M	1	0.12%	Reduced
167	MUFG Securities EMEA London, United Kingdom	$21.1M	-$3.26M	2	0.24%	Reduced
168	AQR Arbitrage Greenwich, Connecticut	$20.8M	+$216K	1	0.26%	Increased
169	ACM Argent Capital Management St Louis, Missouri	$20.7M	-$23.1M	1	0.76%	Reduced
170	Thrivent Financial for Lutherans Minneapolis, Minnesota	$20.7M	+$6M	3	0.07%	Increased
171	Teacher Retirement System of Texas Austin, Texas	$20.6M	-$12.8M	1	0.18%	Reduced
172	Cullen/Frost Bankers San Antonio, Texas	$20.6M	+$3.26M	3	0.63%	Increased
173	Wedge Capital Management Charlotte, North Carolina	$20.6M	-$2.47M	1	0.23%	Reduced
174	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$20.5M	-$1.88M	1	0.15%	Reduced
175	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.4M	-$304K	1	2.27%	Reduced