← 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	Gateway Investment Advisers Cincinnati, Ohio	$31M	-$115K	1	0.31%	Reduced
152	Primecap Management Pasadena, California	$30.9M	-$31.5K	1	0.02%	Reduced
153	Eventide Asset Management Boston, Massachusetts	$30.7M	+$1.76M	1	0.48%	Increased
154	Crawford Investment Counsel Atlanta, Georgia	$30.7M	-$8.53M	3	0.59%	Reduced
155	Thrivent Financial for Lutherans Minneapolis, Minnesota	$30.6M	+$1.12M	3	0.06%	Increased
156	Bridgewater Associates Westport, Connecticut	$30.3M	+$31.3M	1	0.12%	New
157	OP Oslo Pensjonsforsikring Oslo,	$30.3M	-$15M	1	5.78%	Reduced
158	Davis Selected Advisers Tucson, Arizona	$29.7M	-$685K	1	0.15%	Reduced
159	Cullen/Frost Bankers San Antonio, Texas	$29.2M	+$388K	2	0.57%	Increased
160	D.E. Shaw & Co New York	$29.2M	-$16.4M	5	0.03%	Reduced
161	R.M. Davis Inc Portland, Maine	$29.2M	+$1.82M	1	0.69%	Increased
162	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$28.9M	-$6.15M	1	1.13%	Reduced
163	Schonfeld Strategic Advisors New York	$28.8M	-$3.06M	4	0.26%	Reduced
164	GD Grandfield & Dodd New York	$28.7M	+$174K	2	1.95%	Increased
165	SIM Sadoff Investment Management Milwaukee, Wisconsin	$28.6M	-$99.6K	1	1.82%	Reduced
166	Asset Management One Tokyo, Japan	$28.3M	-$3.76M	1	0.11%	Reduced
167	Ancora Advisors Cleveland, Ohio	$28.3M	-$1.47M	2	0.69%	Reduced
168	Treasurer of the State of North Carolina Raleigh, North Carolina	$27.9M	+$102K	2	0.15%	Increased
169	Federated Hermes Pittsburgh, Pennsylvania	$27.8M	-$29M	3	0.06%	Reduced
170	Employees Retirement System of Texas Austin, Texas	$26.9M	+$103K	3	0.32%	Increased
171	HSBC Holdings London, United Kingdom	$26.8M	+$6.22M	3	0.03%	Increased
172	BNP Paribas Financial Markets Paris, France	$26.7M	+$384K	6	0.04%	Increased
173	Woodline Partners San Francisco, California	$26.6M	-$10.9M	1	0.43%	Reduced
174	Guggenheim Capital Chicago, Illinois	$26.4M	-$760K	5	0.16%	Reduced
175	UMB Bank Kansas City, Missouri	$26.3M	+$326K	3	0.35%	Increased