← 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	Eventide Asset Management Boston, Massachusetts	$41.5M	$0	1	0.7%	Maintained
152	Aviva London, United Kingdom	$41M	+$4.49M	3	0.17%	Increased
153	Gabelli Funds Rye, New York	$41M	-$2.65M	3	0.31%	Reduced
154	Mercer Global Advisors Denver, Colorado	$40.7M	+$7.3M	2	0.16%	Increased
155	FCI Financial Counselors Inc Overland Park, Kansas	$40.4M	+$27.8K	1	0.82%	Increased
156	Asset Management One Tokyo, Japan	$40M	+$419K	1	0.17%	Increased
157	Ancora Advisors Cleveland, Ohio	$40M	+$145K	2	1.05%	Increased
158	Treasurer of the State of North Carolina Raleigh, North Carolina	$39.9M	+$882K	2	0.21%	Increased
159	Mackenzie Financial Toronto Ontario, Ontario, Canada	$39.7M	-$325K	2	0.06%	Reduced
160	SAM Scopus Asset Management New York	$39.6M	+$1.99M	2	1.11%	Increased
161	VOYA Investment Management Atlanta, Georgia	$39.4M	+$739K	4	0.04%	Increased
162	Osaic Holdings Scottsdale, Arizona	$39.3M	-$7.18M	6	0.07%	Reduced
163	Carnegie Investment Counsel Pepper Pike, Ohio	$39M	+$877K	1	1.44%	Increased
164	MN Services Vermogensbeheer The Hague, Netherlands	$38.5M	-$1.51M	1	0.36%	Reduced
165	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$38M	+$283K	1	0.14%	Increased
166	SEI Investments Oaks, Pennsylvania	$37.9M	+$2.41M	4	0.07%	Increased
167	Corient Private Wealth Miami, Florida	$37.9M	-$27.5M	2	0.09%	Reduced
168	CT Cambridge Trust Cambridge, Massachusetts	$37.5M	-$223K	2	1.7%	Reduced
169	APG Asset Management Amsterdam, Netherlands	$37.5M	-$13.9M	1	0.08%	Reduced
170	WI Wafra Inc New York	$37.2M	+$32.6M	1	1.22%	New
171	Crawford Investment Counsel Atlanta, Georgia	$37.2M	-$1.22M	3	0.76%	Reduced
172	AIG American International Group New York	$36.5M	-$1.84M	4	0.22%	Reduced
173	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$35.8M	+$253K	2	0.05%	Increased
174	UMB Bank Kansas City, Missouri	$35.6M	-$38.7K	4	0.54%	Reduced
175	MAI Capital Management Independence, Ohio	$35.5M	+$555K	2	0.52%	Increased