← 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	Cerity Partners New York	$107M	+$4.59M	5	0.19%	Increased
202	Robeco Schweiz Zurich, Switzerland	$107M	-$4.72M	1	2.47%	Reduced
203	State of Tennessee, Department of Treasury Nashville, Tennessee	$107M	-$5.61M	5	0.38%	Reduced
204	MN Services Vermogensbeheer The Hague, Netherlands	$106M	+$42.6M	2	0.74%	Increased
205	SCM Sirios Capital Management Boston, Massachusetts	$106M	-$9.48M	2	15.33%	Reduced
206	Calamos Advisors Naperville, Illinois	$105M	+$4.05M	3	0.41%	Increased
207	DSM Capital Partners Palm Beach Gardens, Florida	$104M	+$19.8M	1	1.54%	Increased
208	Osaic Holdings Scottsdale, Arizona	$103M	+$25.9M	7	0.18%	Increased
209	Jennison Associates New York	$103M	+$63M	2	0.06%	Increased
210	State of New Jersey Common Pension Fund D Trenton, New Jersey	$103M	-$746K	4	0.4%	Reduced
211	CPIH Consolidated Press International Holdings Sydney, Australia	$103M	+$80.9M	1	17.11%	New
212	Copeland Capital Management Conshohocken, Pennsylvania	$103M	-$16.5M	3	2.11%	Reduced
213	Voloridge Investment Management Jupiter, Florida	$101M	-$219M	2	0.37%	Reduced
214	ECP Electron Capital Partners New York	$101M	-$29.4M	1	5.42%	Reduced
215	Whittier Trust South Pasadena, California	$98.5M	+$4.92M	4	1.19%	Increased
216	Gabelli Funds Rye, New York	$97.7M	+$3.16M	4	0.69%	Increased
217	Carnegie Investment Counsel Pepper Pike, Ohio	$96.5M	+$4.79K	4	1.94%	Increased
218	Homestead Advisers Arlington, Virginia	$95.2M	-$7.98M	1	2.26%	Reduced
219	KeyBank National Association Cleveland, Ohio	$93.1M	-$13.8K	3	0.35%	Reduced
220	CI Investments Inc Toronto, Ontario, Canada	$92.9M	-$26M	3	0.35%	Reduced
221	Jefferies Financial Group New York	$91.4M	+$26.5M	3	0.77%	Increased
222	Great Lakes Advisors Chicago, Illinois	$91M	+$42.5M	3	0.76%	Increased
223	Capital Advisors Inc Tulsa, Oklahoma	$90.7M	+$938K	2	1.63%	Increased
224	First Financial Bankshares Abilene, Texas	$90.2M	+$11.4M	2	2.02%	Increased
225	Resona Asset Management Koto-Ku,tokyo, Japan	$89.3M	+$37.7M	2	0.44%	Increased