← 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	ACM Argent Capital Management St Louis, Missouri	$26.4M	+$218K	1	0.94%	Increased
152	ICOM Investment Counselors of Maryland Baltimore, Maryland	$26.1M	+$1.76M	1	0.84%	Increased
153	LPL Financial San Diego, California	$26M	+$2.26M	4	0.03%	Increased
154	Pictet Asset Management (UK) London, United Kingdom	$26M	-$8.39M	2	0.03%	Reduced
155	State of Wisconsin Investment Board Madison, Wisconsin	$26M	-$2.04M	3	0.06%	Reduced
156	Sessa Capital New York	$25.6M	+$2.11M	1	1.64%	Increased
157	Mackenzie Financial Toronto Ontario, Ontario, Canada	$25.4M	-$75.6M	1	0.05%	Reduced
158	Cullen/Frost Bankers San Antonio, Texas	$25.3M	-$995K	2	0.58%	Reduced
159	Trillium Asset Management Boston, Massachusetts	$25.2M	-$223K	1	0.91%	Reduced
160	Capital Advisors Inc Tulsa, Oklahoma	$25.1M	+$14.6K	1	0.9%	Increased
161	Carillon Tower Advisers St. Petersburg, Florida	$25M	+$15.2M	1	0.15%	Increased
162	Zurich Cantonal Bank Zurich, Switzerland	$25M	-$1.62M	3	0.15%	Reduced
163	Whittier Trust South Pasadena, California	$24.9M	+$671K	4	0.53%	Increased
164	Gateway Investment Advisers Cincinnati, Ohio	$24.8M	-$3.48M	1	0.27%	Reduced
165	Eagle Asset Management St Petersburg, Florida	$24.5M	+$3.83M	2	0.14%	Increased
166	GD Grandfield & Dodd New York	$24.1M	+$276K	2	1.89%	Increased
167	ACI AMP Capital Investors Sydney, Australia	$24M	+$26.8K	1	0.13%	Increased
168	Causeway Capital Management Los Angeles, California	$23.8M	-$3.89M	1	0.45%	Reduced
169	SEI Investments Oaks, Pennsylvania	$23.3M	+$1.32M	5	0.06%	Increased
170	VanEck Associates New York	$23.2M	+$6.73M	1	0.07%	Increased
171	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23M	+$21.6M	1	1.81%	New
172	Schroder Investment Management Group London, United Kingdom	$22.7M	-$33.4K	2	0.03%	Reduced
173	Ancora Advisors Cleveland, Ohio	$22.4M	-$495K	1	0.72%	Reduced
174	Panagora Asset Management Boston, Massachusetts	$22.1M	-$14.5M	5	0.13%	Reduced
175	FCI Financial Counselors Inc Overland Park, Kansas	$21.9M	+$348K	1	0.55%	Increased