← 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	SIC Schwartz Investment Counsel Plymouth, Michigan	$26.1M	$0	1	1.34%	Maintained
152	AIG American International Group New York	$25.6M	-$320K	5	0.1%	Reduced
153	Bessemer Group Woodbridge, New Jersey	$25.6M	+$24.4M	2	0.09%	Increased
154	Gateway Investment Advisers Cincinnati, Ohio	$25.1M	-$67K	2	0.23%	Reduced
155	Treasurer of the State of North Carolina Raleigh, North Carolina	$23.9M	-$767K	2	0.15%	Reduced
156	Asset Management One Tokyo, Japan	$23.7M	+$1.51M	1	0.12%	Increased
157	Korea Investment Corp Seoul, South Korea	$23.4M	+$542K	1	0.1%	Increased
158	Foresters Investment Management New York	$23.3M	-$6.58M	1	0.42%	Reduced
159	Westwood Holdings Group Dallas, Texas	$23M	-$4.81M	2	0.25%	Reduced
160	SGAM Smith Group Asset Management Dallas, Texas	$22.9M	-$4.35M	1	0.77%	Reduced
161	Thrivent Financial for Lutherans Minneapolis, Minnesota	$22.9M	+$2.1M	4	0.07%	Increased
162	SEI Investments Oaks, Pennsylvania	$22.8M	+$1.18M	3	0.07%	Increased
163	Ancora Advisors Cleveland, Ohio	$22.7M	-$1.47M	3	1.02%	Reduced
164	ACI AMP Capital Investors Sydney, Australia	$22.7M	-$113K	2	0.13%	Reduced
165	MAA Matrix Asset Advisors White Plains, New York	$22.6M	-$1.62M	1	4.01%	Reduced
166	QS Investors New York	$22.5M	+$1.77M	3	0.24%	Increased
167	Anchor Capital Advisors Boston, Massachusetts	$22.2M	+$2.46M	1	0.8%	Increased
168	HA Heartland Advisors Milwaukee, Wisconsin	$22.1M	-$147K	2	1.62%	Reduced
169	Two Sigma Advisers New York	$21.8M	-$11M	6	0.05%	Reduced
170	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.5M	+$434K	1	2.24%	Increased
171	MUFG Securities EMEA London, United Kingdom	$21.4M	-$388K	1	0.23%	Reduced
172	Comerica Bank Dallas, Texas	$21.3M	-$48.9K	5	0.17%	Reduced
173	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$21.2M	-$356K	2	1.87%	Reduced
174	Public Employees Retirement Association of Colorado Denver, Colorado	$21M	+$14.3M	2	0.13%	Increased
175	Cullen/Frost Bankers San Antonio, Texas	$21M	-$329K	2	0.65%	Reduced