← 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	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$23M	-$8.81M	3	0.04%	Reduced
177	VOYA Investment Management Atlanta, Georgia	$23M	+$1.91M	3	0.05%	Increased
178	Royal London Asset Management United Kingdom	$22.9M	+$12.6M	1	0.23%	Increased
179	SC Shellback Capital Boston, Massachusetts	$22.4M	+$21.1M	1	2.01%	New
180	Putnam Investments Boston, Massachusetts	$22.2M	+$116K	3	0.05%	Increased
181	Guggenheim Capital Chicago, Illinois	$21.8M	-$362K	4	0.14%	Reduced
182	Comerica Bank Dallas, Texas	$21.7M	-$1.74M	5	0.18%	Reduced
183	LPU Lansdowne Partners (UK) London, United Kingdom	$21.7M	+$4.83M	1	0.23%	Increased
184	HA Heartland Advisors Milwaukee, Wisconsin	$21.7M	+$15.3K	2	1.45%	Increased
185	ACI AMP Capital Investors Sydney, Australia	$21.6M	+$2.39M	1	0.12%	Increased
186	AQR Arbitrage Greenwich, Connecticut	$20.7M	+$2.48M	1	0.24%	Increased
187	Cullen/Frost Bankers San Antonio, Texas	$20.7M	+$574K	2	0.65%	Increased
188	Anchor Capital Advisors Boston, Massachusetts	$20.6M	-$459K	1	0.75%	Reduced
189	Ferguson Wellman Capital Management Portland, Oregon	$20.5M	+$326K	1	0.67%	Increased
190	Segall Bryant & Hamill Chicago, Illinois	$20.5M	-$873K	4	0.3%	Reduced
191	Man Group London, United Kingdom	$20.4M	-$12.1M	2	0.07%	Reduced
192	Pinnacle Associates New York	$19.9M	-$40.8K	2	0.41%	Reduced
193	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.8M	-$2.75M	1	4.6%	Reduced
194	Arizona State Retirement System Phoenix, Arizona	$19.8M	+$188K	4	0.19%	Increased
195	SCM Stevens Capital Management Radnor, Pennsylvania	$19.3M	-$411K	1	0.71%	Reduced
196	Jane Street New York	$19.2M	+$15.5M	3	0.04%	Increased
197	BB&T Securities Richmond, Virginia	$18.9M	-$400K	2	0.19%	Reduced
198	United Capital Financial Advisors Irving, Texas	$18.7M	+$225K	2	0.13%	Increased
199	IP Interval Partners New York	$18.5M	+$1.86M	2	0.76%	Increased
200	FP Foundry Partners Minneapolis, Minnesota	$18.5M	-$3.26M	1	0.7%	Reduced