← 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	Polar Asset Management Partners Toronto, Ontario, Canada	$19.6M	+$168K	2	0.21%	Increased
227	PDM Penn Davis McFarland Dallas, Texas	$19M	-$188K	1	3.23%	Reduced
228	MetLife Investment Management Whippany, New Jersey	$19M	-$209K	5	0.16%	Reduced
229	State of Michigan Retirement System Lansing, Michigan	$19M	-$758K	2	0.1%	Reduced
230	ExodusPoint Capital Management New York	$18.9M	-$5.72M	4	0.2%	Reduced
231	Steward Partners Investment Advisory New York	$18.9M	+$129K	4	0.29%	Increased
232	Klingenstein Fields & Co New York	$18.8M	-$144K	1	0.76%	Reduced
233	BNP Paribas Asset Management Paris, France	$18.8M	-$6.38M	2	0.06%	Reduced
234	Carnegie Investment Counsel Pepper Pike, Ohio	$18.8M	+$1.12M	2	0.62%	Increased
235	Fjarde Ap-fonden Stockholm, Sweden	$18.5M	-$520K	1	0.16%	Reduced
236	Comerica Bank Dallas, Texas	$18.3M	-$326K	5	0.13%	Reduced
237	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$18.2M	+$329K	1	0.57%	Increased
238	Yousif Capital Management Bloomfield Hills, Michigan	$18.1M	+$17.2M	5	0.19%	New
239	Synovus Financial Columbus, Georgia	$18M	+$82.5K	2	0.18%	Increased
240	VW Vantage Wealth Pasadena, California	$17.8M	+$16.3M	1	3.93%	New
241	TIAA FSB Jacksonville, Florida	$17.7M	+$955K	1	0.06%	Increased
242	DIA Davidson Investment Advisors Great Falls, Montana	$17.5M	+$151K	1	1.25%	Increased
243	CIA CCM Investment Advisers Columbia, South Carolina	$17.4M	-$21.7K	1	2.11%	Reduced
244	Jane Street New York	$16.9M	-$2.97M	3	0.01%	Reduced
245	HA Heartland Advisors Milwaukee, Wisconsin	$16.8M	-$4.22M	2	0.99%	Reduced
246	MCM Makena Capital Management Menlo Park, California	$16.8M	+$3.34M	1	1.9%	Increased
247	Alpha Cubed Investments Irvine, California	$16.7M	+$187K	1	1.09%	Increased
248	Första AP-fonden Stockholm, Sweden	$16.7M	+$2.45M	1	0.17%	Increased
249	State of Alaska Department of Revenue Juneau, Alaska	$16.6M	-$356K	4	0.16%	Reduced
250	Baker Avenue Asset Management San Francisco, California	$16.6M	-$134K	1	0.83%	Reduced