← 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	NIM Northeast Investment Management Boston, Massachusetts	$33.5M	+$10.7K	1	1.79%	Increased
202	Public Employees Retirement Association of Colorado Denver, Colorado	$33M	-$173K	1	0.15%	Reduced
203	Congress Wealth Management Boston, Massachusetts	$32.6M	+$2.61M	2	0.6%	Increased
204	Associated Banc-Corp Green Bay, Wisconsin	$32.4M	-$310K	1	1.13%	Reduced
205	Meyer Handelman Company Rye Brook, New York	$32.4M	-$354K	1	1.26%	Reduced
206	ACM Argent Capital Management St Louis, Missouri	$32.3M	-$13M	1	1.05%	Reduced
207	Gateway Investment Advisers Cincinnati, Ohio	$32M	-$6.22M	1	0.37%	Reduced
208	Amalgamated Bank New York	$31.5M	-$1.14M	4	0.25%	Reduced
209	STRS Ohio Columbus, Ohio	$31.1M	-$1.15M	4	0.13%	Reduced
210	Pinnacle Associates New York	$30.7M	+$211K	2	0.52%	Increased
211	TPSF Texas Permanent School Fund Austin, Texas	$30.7M	+$177K	4	0.27%	Increased
212	Arizona State Retirement System Phoenix, Arizona	$30.5M	-$185K	4	0.23%	Reduced
213	MetLife Investment Management Whippany, New Jersey	$30.3M	-$466K	4	0.22%	Reduced
214	GIP Granite Investment Partners El Segundo, California	$29.9M	+$1.43M	1	1.16%	Increased
215	Saturna Capital Bellingham, Washington	$29.7M	+$480K	1	0.46%	Increased
216	Teacher Retirement System of Texas Austin, Texas	$29.4M	+$1.41M	4	0.2%	Increased
217	State of Michigan Retirement System Lansing, Michigan	$28.7M	+$10.6K	2	0.17%	Increased
218	Aviva London, United Kingdom	$28.6M	-$5.02M	3	0.1%	Reduced
219	Woodline Partners San Francisco, California	$28.3M	+$543K	1	0.31%	Increased
220	Summit Partners Public Asset Management Boston, Massachusetts	$28.2M	+$25.3M	1	1.17%	New
221	QRG Capital Management Chicago, Illinois	$28.1M	+$411K	2	0.42%	Increased
222	Glenmede Trust Philadelphia, Pennsylvania	$27.8M	-$716K	2	0.14%	Reduced
223	Oribel Capital Management New York	$27.6M	+$11.4M	1	1.83%	Increased
224	Robeco Institutional Asset Management Rotterdam, Netherlands	$27.4M	+$1.76M	2	0.07%	Increased
225	Advisors Capital Management Ridgewood, New Jersey	$27.4M	+$650K	1	0.56%	Increased