← 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	Asset Management One Tokyo, Japan	$23M	-$627K	1	0.11%	Reduced
152	Federated Hermes Pittsburgh, Pennsylvania	$22.7M	+$21.2M	3	0.06%	Increased
153	MAA Matrix Asset Advisors White Plains, New York	$22.4M	-$171K	1	3.96%	Reduced
154	Public Employees Retirement Association of Colorado Denver, Colorado	$22.1M	+$2.77M	2	0.13%	Increased
155	Aberdeen Group Edinburgh, United Kingdom	$21.8M	-$23.3M	1	0.05%	Reduced
156	Anchor Capital Advisors Boston, Massachusetts	$21.5M	-$624K	1	0.78%	Reduced
157	SGAM Smith Group Asset Management Dallas, Texas	$21.4M	-$1.43M	1	0.75%	Reduced
158	ACI AMP Capital Investors Sydney, Australia	$21.2M	-$1.45M	2	0.12%	Reduced
159	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.2M	-$237K	1	2.2%	Reduced
160	Comerica Bank Dallas, Texas	$21.2M	-$977K	5	0.17%	Reduced
161	KBC Group Brussels, Belgium	$20.9M	+$9.9M	4	0.15%	Increased
162	Assenagon Asset Management Senningerberg, Luxembourg	$20.4M	+$6.8M	1	0.14%	Increased
163	Primecap Management Pasadena, California	$20.4M	-$10.6M	1	0.02%	Reduced
164	HA Heartland Advisors Milwaukee, Wisconsin	$20.3M	-$2.61M	2	1.55%	Reduced
165	ACM Argent Capital Management St Louis, Missouri	$19.9M	-$268K	1	0.74%	Reduced
166	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$19.8M	-$1.06M	2	1.84%	Reduced
167	Cornerstone Investment Partners Atlanta, Georgia	$19.7M	+$2.05M	1	0.87%	Increased
168	DZ Bank Frankfurt Am Main, Germany	$19.4M	+$587K	2	0.06%	Increased
169	Cullen/Frost Bankers San Antonio, Texas	$19.4M	-$1.57M	2	0.57%	Reduced
170	United Capital Financial Advisors Irving, Texas	$19.1M	-$776K	2	0.13%	Reduced
171	Alpha Cubed Investments Irvine, California	$19M	+$1.53M	1	2.22%	Increased
172	Westwood Holdings Group Dallas, Texas	$18.5M	-$2.28M	2	0.2%	Reduced
173	MC Martin Currie Edinburgh, United Kingdom	$18.3M	+$6.24M	1	1.17%	Increased
174	HighTower Advisors Chicago, Illinois	$18.2M	+$2.35M	2	0.1%	Increased
175	Zurich Insurance Group Zurich, Switzerland	$17.8M	+$9.51M	1	0.34%	Increased