← 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
176	State of Tennessee, Department of Treasury Nashville, Tennessee	$16.8M	+$16.3M	3	0.1%	New
177	Suntrust Banks Atlanta, Georgia	$16.7M	+$2.28M	3	0.07%	Increased
178	Natixis Advisors Boston, Massachusetts	$16.7M	-$1.21M	2	0.31%	Reduced
179	SG Americas Securities New York	$16.7M	+$131K	4	0.07%	Increased
180	AIP ARS Investment Partners New York	$16.5M	-$2.09M	1	2.81%	Reduced
181	AC Amiya Capital London, United Kingdom	$16.3M	-$6.38M	1	2.6%	Reduced
182	Northern Trust Company of Connecticut Stamford, Connecticut	$16.3M	-$8.98M	2	0.11%	Reduced
183	Fidelity International Hamilton, Bermuda	$16.1M	-$2.26M	1	0.08%	Reduced
184	TCW Group Los Angeles, California	$16.1M	+$138K	1	0.07%	Increased
185	Placemark Investments Chicago, Illinois	$16.1M	+$1.19M	2	0.31%	Increased
186	William Blair & Company Chicago, Illinois	$16M	+$19.2K	2	0.03%	Increased
187	Aperio Group Sausalito, California	$16M	+$1.83M	2	0.31%	Increased
188	FIG Fortress Investment Group New York	$16M	+$96.6K	1	0.3%	Increased
189	Douglas C. Lane & Associates New York	$15.9M	+$989K	1	0.58%	Increased
190	Baird Milwaukee, Wisconsin	$15.9M	+$375K	3	0.3%	Increased
191	SEI Trust Company Oaks, Pennsylvania	$15.7M	+$1.89M	2	0.17%	Increased
192	Arizona State Retirement System Phoenix, Arizona	$15.7M	+$128K	3	0.2%	Increased
193	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$15.4M	-$336K	1	0.11%	Reduced
194	Cullen/Frost Bankers San Antonio, Texas	$15.3M	+$1.89M	1	0.75%	Increased
195	DSI Daiwa SB Investments Tokyo, Japan	$15.1M	-$1.8M	1	1.72%	Reduced
196	Credit Agricole Montrouge Cedex, France	$15M	+$14.6M	2	0.07%	New
197	Nomura Holdings Tokyo, Japan	$15M	-$4.18M	4	0.09%	Reduced
198	CF Cypress Funds Los Angeles, California	$15M	+$14.6M	1	5.04%	New
199	Guardian Capital (Canada) Toronto, Ontario, Canada	$14.8M	+$2.72M	1	0.24%	Increased
200	AIM Avity Investment Management Greenwich, Connecticut	$14.7M	+$3.25M	1	3.04%	Increased