← 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	Acadian Asset Management Boston, Massachusetts	$166M	+$114M	2	0.34%	Increased
152	Marsico Capital Management Denver, Colorado	$166M	+$1.87M	1	4.51%	Increased
153	D.E. Shaw & Co New York	$164M	-$831M	6	0.12%	Reduced
154	IP Interval Partners New York	$161M	+$50.5M	2	2.74%	Increased
155	Commonwealth Equity Services Waltham, Massachusetts	$161M	-$344K	5	0.21%	Reduced
156	OMERS Administration Corp Toronto, Ontario, Canada	$161M	-$323K	3	1.26%	Reduced
157	Nomura Asset Management Tokyo, Japan	$159M	-$1.65M	3	0.44%	Reduced
158	Danske Bank Copenhagen K, Denmark	$157M	-$20.7M	5	0.39%	Reduced
159	First Manhattan New York	$156M	+$20M	3	0.44%	Increased
160	Commerce Bank Kansas City, Missouri	$156M	+$13.4M	3	0.92%	Increased
161	Royal London Asset Management United Kingdom	$155M	-$1.91M	2	0.35%	Reduced
162	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$151M	+$6.98M	3	0.35%	Increased
163	Chevy Chase Trust Bethesda, Maryland	$151M	-$417K	2	0.44%	Reduced
164	Canada Life Winnipeg, Manitoba, Canada	$150M	+$9.71M	3	0.24%	Increased
165	AMF Tjänstepension Stockholm, Sweden	$148M	+$29.3M	1	0.98%	Increased
166	Groupe la Francaise Paris, France	$147M	+$6.35M	2	2.37%	Increased
167	Silvercrest Asset Management New York	$146M	-$1.26M	4	0.98%	Reduced
168	Eventide Asset Management Boston, Massachusetts	$145M	+$1.35M	2	2.54%	Increased
169	Merewether Investment Management Dallas, Texas	$143M	+$31.6M	2	4.12%	Increased
170	Summit Partners Public Asset Management Boston, Massachusetts	$142M	$0	1	3.59%	Maintained
171	Clark Capital Management Group Philadelphia, Pennsylvania	$142M	+$43M	3	0.98%	Increased
172	Regions Financial Corp Birmingham, Alabama	$142M	+$1.34M	3	0.97%	Increased
173	Johnson Investment Counsel Cincinnati, Ohio	$141M	+$3M	3	1.27%	Increased
174	STRS Ohio Columbus, Ohio	$139M	+$6.94M	4	0.52%	Increased
175	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$139M	+$8.53M	4	0.47%	Increased