← 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	Nomura Asset Management Tokyo, Japan	$156M	-$23M	3	0.41%	Reduced
177	CET Clean Energy Transition London, United Kingdom	$153M	-$82.6M	2	11.22%	Reduced
178	STRS Ohio Columbus, Ohio	$151M	-$6.79M	4	0.55%	Reduced
179	Squarepoint New York	$149M	-$10.8M	5	0.15%	Reduced
180	Treasurer of the State of North Carolina Raleigh, North Carolina	$149M	-$5.65M	3	0.46%	Reduced
181	Korea Investment Corp Seoul, South Korea	$148M	-$122M	2	0.3%	Reduced
182	AG Avala Global New York	$148M	-$5.03M	1	6.1%	Reduced
183	Regions Financial Corp Birmingham, Alabama	$146M	-$10M	4	0.95%	Reduced
184	Los Angeles Capital Management Los Angeles, California	$145M	+$56.7M	5	0.49%	Increased
185	Asset Management One Tokyo, Japan	$141M	-$4.43M	2	0.41%	Reduced
186	Robeco Schweiz Zurich, Switzerland	$140M	-$3.54M	1	3.16%	Reduced
187	BNP Paribas Asset Management Paris, France	$139M	-$128M	4	0.36%	Reduced
188	Creative Planning Overland Park, Kansas	$137M	+$7.76M	6	0.1%	Increased
189	Swiss Life Asset Management Zurich,	$135M	+$75.2M	3	0.7%	Increased
190	KLP Kapitalforvaltning Oslo, Norway	$134M	+$1.76M	6	0.53%	Increased
191	Danica Pension Livsforsikrings Copenhagen V,	$133M	+$1.13M	1	2.05%	Increased
192	Calamos Advisors Naperville, Illinois	$128M	+$8.47M	3	0.47%	Increased
193	Cerity Partners New York	$127M	+$5.01M	6	0.21%	Increased
194	Driehaus Capital Management Chicago, Illinois	$124M	+$63.9M	6	0.89%	Increased
195	Jacobs Levy Equity Management Florham Park, New Jersey	$123M	-$207M	2	0.49%	Reduced
196	Focus Partners Wealth Boston, Massachusetts	$122M	+$42.3M	4	0.2%	Increased
197	DSM Capital Partners Palm Beach Gardens, Florida	$122M	+$719K	1	1.74%	Increased
198	Zurich Insurance Group Zurich, Switzerland	$121M	-$155M	1	0.86%	Reduced
199	State of Tennessee, Department of Treasury Nashville, Tennessee	$121M	+$913K	5	0.4%	Increased
200	MN Services Vermogensbeheer The Hague, Netherlands	$120M	+$2.08M	2	0.77%	Increased