← 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	Advisors Capital Management Ridgewood, New Jersey	$39.4M	+$2.1M	1	1.07%	Increased
152	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$39.3M	-$5.86M	2	0.08%	Reduced
153	State of Wisconsin Investment Board Madison, Wisconsin	$39.2M	-$713K	2	0.08%	Reduced
154	Ceredex Value Advisors Orlando, Florida	$39.1M	-$5.35M	1	0.42%	Reduced
155	Woodline Partners San Francisco, California	$39M	+$37M	2	0.56%	New
156	United Capital Financial Advisors Irving, Texas	$38.9M	-$398K	2	0.18%	Reduced
157	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$38.3M	-$858K	1	1.23%	Reduced
158	ACM Argent Capital Management St Louis, Missouri	$37.8M	-$67.3K	1	1.09%	Reduced
159	Nomura Asset Management Tokyo, Japan	$37.4M	+$110K	1	0.19%	Increased
160	Mitsubishi UFJ Asset Management Tokyo, Japan	$37.2M	+$5.18M	5	0.15%	Increased
161	PR Payden & Rygel Los Angeles, California	$37.2M	+$35.7M	1	1.72%	New
162	SAM Scopus Asset Management New York	$36.5M	+$13.1M	2	0.78%	Increased
163	Two Sigma Investments New York	$36.4M	-$4.62M	3	0.08%	Reduced
164	Asset Management One Tokyo, Japan	$36.2M	-$2.02M	1	0.13%	Reduced
165	AIG American International Group New York	$36.1M	-$407K	5	0.18%	Reduced
166	Zurich Cantonal Bank Zurich, Switzerland	$35.8M	+$410K	3	0.17%	Increased
167	Schonfeld Strategic Advisors New York	$35.7M	+$27.1M	4	0.32%	Increased
168	Gateway Investment Advisers Cincinnati, Ohio	$35.4M	-$95.5K	1	0.34%	Reduced
169	FCI Financial Counselors Inc Overland Park, Kansas	$34.7M	-$446K	1	0.71%	Reduced
170	Davis Selected Advisers Tucson, Arizona	$34.5M	-$102K	1	0.16%	Reduced
171	Bowen Hanes & Co Ponte Vedra Beach, Florida	$34.1M	+$9.36M	2	0.96%	Increased
172	Ancora Advisors Cleveland, Ohio	$33.9M	+$563K	2	0.8%	Increased
173	Primecap Management Pasadena, California	$33.7M	$0	1	0.02%	Maintained
174	GD Grandfield & Dodd New York	$33.6M	+$527K	2	2.16%	Increased
175	Cullen/Frost Bankers San Antonio, Texas	$32.9M	-$1.54M	2	0.63%	Reduced