← 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	SGAM Smith Group Asset Management Dallas, Texas	$17.7M	$0	1	0.9%	Maintained
227	ACI AMP Capital Investors Sydney, Australia	$17.4M	-$4.59M	2	0.1%	Reduced
228	Jane Street New York	$17.4M	+$3.8M	4	0.01%	Increased
229	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$17.4M	+$16.7M	1	0.06%	New
230	Private Advisor Group Morristown, New Jersey	$17.4M	+$8.61M	2	0.11%	Increased
231	Squarepoint New York	$17.3M	+$4.22M	3	0.05%	Increased
232	State of Michigan Retirement System Lansing, Michigan	$17.1M	-$22.5K	2	0.1%	Reduced
233	USS Investment Management London, United Kingdom	$17M	-$170M	1	0.14%	Reduced
234	Handelsbanken Fonder Stockholm, Sweden	$16.9M	+$432K	3	0.09%	Increased
235	PDM Penn Davis McFarland Dallas, Texas	$16.8M	-$144K	1	3.07%	Reduced
236	Cubist Systematic Strategies Stamford, Connecticut	$16.7M	+$12.5M	4	0.21%	Increased
237	Pinnacle Associates New York	$16.7M	+$739K	3	0.31%	Increased
238	MetLife Investment Management Whippany, New Jersey	$16.7M	-$476K	4	0.15%	Reduced
239	Polar Asset Management Partners Toronto, Ontario, Canada	$16.6M	-$592K	2	0.16%	Reduced
240	TIP Torray Investment Partners Bethesda, Maryland	$16.5M	$0	1	2.53%	Maintained
241	Fjarde Ap-fonden Stockholm, Sweden	$16.4M	-$2.32M	1	0.15%	Reduced
242	Klingenstein Fields & Co New York	$16.4M	-$122K	1	0.7%	Reduced
243	Voloridge Investment Management Jupiter, Florida	$16.4M	+$17.4M	2	0.11%	New
244	Steward Partners Investment Advisory New York	$16.2M	+$151K	4	0.28%	Increased
245	Brinker Capital Investments Berwyn, Pennsylvania	$15.5M	$0	3	0.25%	Maintained
246	Synovus Financial Columbus, Georgia	$15.5M	+$149K	2	0.16%	Increased
247	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$15.4M	+$678K	1	0.54%	Increased
248	Carnegie Investment Counsel Pepper Pike, Ohio	$15.2M	+$617K	2	0.57%	Increased
249	TC TwinBeech Capital Purchase, New York	$15.1M	+$16.2M	2	1.07%	New
250	CIA CCM Investment Advisers Columbia, South Carolina	$15.1M	-$117K	1	1.96%	Reduced