← 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
226	CAM Capstone Asset Management Houston, Texas	$11.6M	-$247K	4	0.37%	Reduced
227	Bank of Montreal Toronto, Ontario, Canada	$11.5M	+$1.69M	5	0.01%	Increased
228	Point72 Asset Management Stamford, Connecticut	$11.5M	+$11M	1	0.07%	New
229	SCM Suffolk Capital Management New York	$11.4M	+$398K	1	1.38%	Increased
230	WI Wafra Inc New York	$11.4M	$0	1	1.43%	Maintained
231	RCM Riverhead Capital Management Wilmington, Delaware	$11.3M	-$1.55M	2	0.21%	Reduced
232	CCMH Cornerstone Capital Management Holdings New York	$11.2M	-$226K	3	0.12%	Reduced
233	Nisa Investment Advisors St. Louis, Missouri	$11.2M	+$1.16M	2	0.15%	Increased
234	DekaBank Deutsche Girozentrale Frankfurt, Germany	$11.1M	+$5.39M	1	0.17%	Increased
235	CC Colrain Capital Boston, Massachusetts	$11M	+$8.02M	1	0.8%	Increased
236	VanEck Associates New York	$11M	-$576K	1	0.05%	Reduced
237	PRCM Pine River Capital Management Minnetonka, Minnesota	$11M	+$10.6M	1	0.17%	New
238	Boston Trust Walden Boston, Massachusetts	$11M	+$2.02M	2	0.16%	Increased
239	HighTower Advisors Chicago, Illinois	$11M	+$1.52M	2	0.19%	Increased
240	Peconic Partners New York	$10.9M	+$9.98M	1	1.24%	Increased
241	Janus Henderson Investors US Denver, Colorado	$10.7M	-$24M	1	0.01%	Reduced
242	ACM Aviance Capital Management Sarasota, Florida	$10.6M	+$4.86M	1	0.45%	Increased
243	LNB Ledyard National Bank	$10.6M	-$63.5K	2	1.77%	Reduced
244	ACI AMP Capital Investors Sydney, Australia	$10.5M	-$1.1M	1	0.07%	Reduced
245	Asset Management One Tokyo, Japan	$10.4M	-$119K	2	0.16%	Reduced
246	ST Stifel Trust St. Louis, Missouri	$10.3M	-$118K	2	1.93%	Reduced
247	Advisors Asset Management Monument, Colorado	$10.3M	+$341K	3	0.14%	Increased
248	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.2M	-$141K	2	0.21%	Reduced
249	Gulf International Bank (UK) London, United Kingdom	$10.2M	$0	1	0.19%	Maintained
250	CIM Calvert Investment Management Bethesda, Maryland	$10.1M	-$304K	1	0.68%	Reduced