← 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	CP Cumberland Partners Toronto, Ontario, Canada	$35.7M	+$6.61M	1	3.5%	Increased
152	Axa Paris, France	$35.5M	-$1.49M	2	0.12%	Reduced
153	Vaughan David Investments Peoria, Illinois	$35.4M	+$464K	1	1.07%	Increased
154	Folketrygdfondet Oslo Norway, Norway	$35M	+$275K	1	0.83%	Increased
155	Fort Washington Investment Advisors Cincinnati, Ohio	$34.9M	-$8.45M	1	0.26%	Reduced
156	Williams Jones Wealth Management New York	$34.9M	+$3.87M	2	0.55%	Increased
157	Eventide Asset Management Boston, Massachusetts	$34.5M	-$1.79M	1	0.63%	Reduced
158	FCI Financial Counselors Inc Overland Park, Kansas	$34.4M	-$1.96M	1	0.74%	Reduced
159	MN Services Vermogensbeheer The Hague, Netherlands	$34.2M	+$1.56M	1	0.35%	Increased
160	Mackenzie Financial Toronto Ontario, Ontario, Canada	$34.2M	+$33.3M	2	0.05%	New
161	Ancora Advisors Cleveland, Ohio	$33.9M	+$890K	2	0.96%	Increased
162	Asset Management One Tokyo, Japan	$33.7M	-$1.33M	1	0.15%	Reduced
163	Davis Selected Advisers Tucson, Arizona	$33.7M	+$178K	1	0.22%	Increased
164	Renaissance Technologies New York	$33.5M	-$5.34M	5	0.04%	Reduced
165	Treasurer of the State of North Carolina Raleigh, North Carolina	$33M	+$228K	2	0.19%	Increased
166	Nomura Asset Management Tokyo, Japan	$33M	-$586K	2	0.17%	Reduced
167	VOYA Investment Management Atlanta, Georgia	$32.7M	-$190M	3	0.03%	Reduced
168	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$32.7M	+$405K	1	0.13%	Increased
169	AIG American International Group New York	$32.6M	-$40.1K	4	0.21%	Reduced
170	HSBC Holdings London, United Kingdom	$32.4M	-$34.2M	2	0.04%	Reduced
171	Crawford Investment Counsel Atlanta, Georgia	$32.4M	-$1.2M	3	0.69%	Reduced
172	Employees Retirement System of Texas Austin, Texas	$32.4M	$0	1	0.47%	Maintained
173	Carnegie Investment Counsel Pepper Pike, Ohio	$32.3M	+$1.18M	1	1.29%	Increased
174	CT Cambridge Trust Cambridge, Massachusetts	$32.2M	+$119K	3	1.53%	Increased
175	GD Grandfield & Dodd New York	$32.1M	+$322K	2	2.24%	Increased