← 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	DF Donoghue Forlines Boston, Massachusetts	$15.2M	-$897K	1	1.26%	Reduced
202	TU TDAM USA Toronto, Ontario, Canada	$15.2M	+$728K	2	0.96%	Increased
203	Virginia Retirement Systems Richmond, Virginia	$14.9M	+$15.4M	1	0.18%	New
204	Treasurer of the State of North Carolina Raleigh, North Carolina	$14.7M	+$9.96M	2	0.15%	Increased
205	Citigroup New York	$14.6M	+$1.09M	5	0.01%	Increased
206	1M 13D Management New York	$14.5M	+$3.57M	2	3.71%	Increased
207	Millennium Management New York	$14.4M	-$155M	5	0.02%	Reduced
208	IP Interval Partners New York	$14.4M	-$20.7M	1	0.53%	Reduced
209	LPU Lansdowne Partners (UK) London, United Kingdom	$14.3M	+$8.05M	1	0.14%	Increased
210	DekaBank Deutsche Girozentrale Frankfurt, Germany	$14.3M	+$7.15M	1	0.09%	Increased
211	Arrowstreet Capital Boston, Massachusetts	$14.3M	+$6.82M	1	0.03%	Increased
212	Vaughan Nelson Investment Management Houston, Texas	$14.3M	+$14.8M	1	0.17%	New
213	Whittier Trust South Pasadena, California	$14.2M	+$46.9K	3	0.47%	Increased
214	British Columbia Investment Management Victoria, British Columbia, Canada	$14.1M	-$3.79M	1	0.12%	Reduced
215	Suntrust Banks Atlanta, Georgia	$14.1M	+$1.06M	2	0.08%	Increased
216	Korea Investment Corp Seoul, South Korea	$14M	+$3.55M	2	0.06%	Increased
217	Eastern Bank Boston, Massachusetts	$13.8M	+$141K	1	0.95%	Increased
218	Associated Banc-Corp Green Bay, Wisconsin	$13.7M	+$58.9K	1	0.8%	Increased
219	Royal London Asset Management United Kingdom	$13.4M	+$13.9M	1	0.14%	New
220	Federated Hermes Pittsburgh, Pennsylvania	$13.4M	-$5.94M	4	0.04%	Reduced
221	Eaton Vance Management Boston, Massachusetts	$13.2M	+$1.94M	2	0.03%	Increased
222	SCM SKBA Capital Management San Francisco, California	$12.9M	-$139K	1	1.74%	Reduced
223	TIP Torray Investment Partners Bethesda, Maryland	$12.9M	-$17.6K	1	1.35%	Reduced
224	LNB Ledyard National Bank	$12.8M	+$285K	3	1.53%	Increased
225	Hancock Whitney Gulfport, Mississippi	$12.8M	-$302K	1	0.59%	Reduced