← 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	TD Asset Management Toronto, Ontario, Canada	$12.2M	+$148K	2	0.02%	Increased
177	Citigroup New York	$12.1M	-$25.4M	5	0.01%	Reduced
178	BNP Paribas Asset Management Paris, France	$12.1M	-$169K	1	0.11%	Reduced
179	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.1M	+$28.9K	1	0.05%	Increased
180	MIM Manitou Investment Management Toronto, Ontario, Canada	$12.1M	+$13.3M	1	5.27%	New
181	Envestnet Asset Management Chicago, Illinois	$12M	-$1.97M	2	0.06%	Reduced
182	Clal Insurance Tel-Aviv, Israel	$11.7M	+$12.9M	1	0.3%	New
183	CAM Capstone Asset Management Houston, Texas	$11.6M	-$148K	3	0.36%	Reduced
184	SM Stratton Management King Of Prussia, Pennsylvania	$11.6M	+$2.82M	1	1.33%	Increased
185	ACI AMP Capital Investors Sydney, Australia	$11.4M	+$3.41M	1	0.08%	Increased
186	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.2M	+$12.9M	1	0.32%	New
187	GAI General American Investors New York	$11.2M	$0	1	1.01%	Maintained
188	State of Michigan Retirement System Lansing, Michigan	$11.2M	-$7.58M	1	0.09%	Reduced
189	Comerica Bank Dallas, Texas	$11.2M	-$15.3M	4	0.11%	Reduced
190	VOYA Investment Management Atlanta, Georgia	$11.1M	+$873K	3	0.03%	Increased
191	Whittier Trust South Pasadena, California	$11M	+$366K	2	0.54%	Increased
192	ORIO Old Republic International (ORI) Chicago, Illinois	$10.9M	+$5.43M	1	0.59%	Increased
193	ICOM Investment Counselors of Maryland Baltimore, Maryland	$10.9M	$0	1	0.64%	Maintained
194	Zacks Investment Management Chicago, Illinois	$10.8M	-$347K	1	0.38%	Reduced
195	Capital International Inc Los Angeles, California	$10.7M	+$189K	1	0.97%	Increased
196	Janus Henderson Investors US Denver, Colorado	$10.6M	+$11M	1	0.01%	Increased
197	AL Airain Ltd St. Peter Port, Guernsey	$10.5M	+$11.5M	1	0.63%	Increased
198	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.4M	-$34.8K	1	2.58%	Reduced
199	ARTA A.R.T. Advisors New York	$10.2M	+$10.7M	2	0.38%	Increased
200	State of New Jersey Common Pension Fund D Trenton, New Jersey	$10M	$0	1	0.04%	Maintained