← 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
201	VOYA Investment Management Atlanta, Georgia	$13.5M	+$34.9K	3	0.03%	Increased
202	ECM Estabrook Capital Management New York	$13.4M	-$708K	1	1.57%	Reduced
203	TPSF Texas Permanent School Fund Austin, Texas	$13.3M	-$187K	3	0.15%	Reduced
204	Schroder Investment Management Group London, United Kingdom	$13.3M	-$3.87M	3	0.03%	Reduced
205	Whittier Trust South Pasadena, California	$13.2M	+$909K	2	0.6%	Increased
206	Meyer Handelman Company Rye Brook, New York	$13M	+$34K	1	0.59%	Increased
207	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.6M	+$8.19M	1	0.05%	Increased
208	Bank of Montreal Toronto, Ontario, Canada	$12.5M	+$617K	4	0.01%	Increased
209	Associated Banc-Corp Green Bay, Wisconsin	$11.9M	+$283K	1	0.75%	Increased
210	WesBanco Bank Wheeling, West Virginia	$11.9M	+$717K	1	0.66%	Increased
211	TSU TD Securities (USA) New York	$11.6M	-$661K	1	0.17%	Reduced
212	Wasatch Advisors Salt Lake City, Utah	$11.5M	-$1.98M	2	0.12%	Reduced
213	Two Sigma Advisers New York	$11.5M	+$9.89M	3	0.08%	Increased
214	LCP Lombardia Capital Partners Pasadena, California	$11.4M	+$7.96M	1	0.34%	Increased
215	ACI AMP Capital Investors Sydney, Australia	$11.3M	+$2.53M	1	0.07%	Increased
216	GD Grandfield & Dodd New York	$11.2M	+$291K	1	1.71%	Increased
217	Suntrust Banks Atlanta, Georgia	$11.2M	+$202K	2	0.07%	Increased
218	Korea Investment Corp Seoul, South Korea	$11M	-$18.7M	1	0.09%	Reduced
219	Nisa Investment Advisors St. Louis, Missouri	$10.8M	+$74.8K	2	0.15%	Increased
220	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.8M	+$432K	1	1.33%	Increased
221	CIM Calvert Investment Management Bethesda, Maryland	$10.8M	+$1.1M	1	0.7%	Increased
222	MTB Mizuho Trust & Banking Tokyo, Japan	$10.8M	+$10.8M	1	0.04%	New
223	Citigroup New York	$10.6M	-$1.67M	5	0.01%	Reduced
224	IP Interval Partners New York	$10.6M	-$6.71M	1	1.32%	Reduced
225	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.5M	-$642K	1	0.32%	Reduced