← 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	NI Nuance Investments Kansas City, Missouri	$20.1M	-$16.6M	1	0.52%	Reduced
152	Capital Advisors Inc Tulsa, Oklahoma	$19.9M	-$3.19M	1	0.83%	Reduced
153	SEI Investments Oaks, Pennsylvania	$19.9M	+$407K	4	0.06%	Increased
154	Oregon Public Employees Retirement Fund Tigard, Oregon	$19.9M	-$4.11M	4	0.29%	Reduced
155	Cornerstone Investment Partners Atlanta, Georgia	$19.7M	-$5.84M	1	1.4%	Reduced
156	ACI AMP Capital Investors Sydney, Australia	$19.4M	-$2.99M	1	0.12%	Reduced
157	ACM Argent Capital Management St Louis, Missouri	$19.4M	-$1.26M	1	0.81%	Reduced
158	JP Morgan Private Wealth Advisors San Francisco, California	$19.3M	-$1.59M	2	0.09%	Reduced
159	Cullen/Frost Bankers San Antonio, Texas	$19.2M	+$46.2K	2	0.51%	Increased
160	GD Grandfield & Dodd New York	$19.2M	+$2.02K	1	1.86%	Increased
161	SC Sasco Capital Fairfield, Connecticut	$19.1M	+$11.3K	1	3%	Increased
162	Thrivent Financial for Lutherans Minneapolis, Minnesota	$19M	+$203K	4	0.06%	Increased
163	QS Investors New York	$19M	-$8.55M	3	0.26%	Reduced
164	Homestead Advisers Arlington, Virginia	$18.7M	+$17.6M	1	0.48%	New
165	Korea Investment Corp Seoul, South Korea	$18.7M	-$11.7M	1	0.07%	Reduced
166	Two Sigma Advisers New York	$18M	+$4.89M	4	0.05%	Increased
167	HighTower Advisors Chicago, Illinois	$17.9M	+$991K	2	0.1%	Increased
168	Comerica Bank Dallas, Texas	$17.8M	-$1.96M	5	0.14%	Reduced
169	Whittier Trust South Pasadena, California	$17.5M	+$1.07M	4	0.49%	Increased
170	Federated Hermes Pittsburgh, Pennsylvania	$17.2M	-$2.01M	3	0.04%	Reduced
171	Primecap Management Pasadena, California	$17.1M	$0	1	0.01%	Maintained
172	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.8M	-$265K	1	1.86%	Reduced
173	Ferguson Wellman Capital Management Portland, Oregon	$16.8M	+$346K	1	0.51%	Increased
174	Aberdeen Group Edinburgh, United Kingdom	$16.8M	-$2.98M	1	0.05%	Reduced
175	Ancora Advisors Cleveland, Ohio	$16.4M	-$212K	1	0.69%	Reduced