← 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	Anchor Capital Advisors Boston, Massachusetts	$21.5M	-$5.04M	1	0.56%	Reduced
227	ProShare Advisors Bethesda, Maryland	$21.2M	-$2.2M	3	0.06%	Reduced
228	Steward Partners Investment Advisory New York	$21.1M	-$114K	3	0.32%	Reduced
229	SW SVB Wealth Boston, Massachusetts	$21.1M	-$12M	2	0.38%	Reduced
230	Alyeska Investment Group Chicago, Illinois	$20.9M	-$30M	2	0.16%	Reduced
231	Glenmede Trust Philadelphia, Pennsylvania	$20.7M	-$473K	2	0.12%	Reduced
232	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$20.6M	+$735K	4	0.16%	Increased
233	SC Sasco Capital Fairfield, Connecticut	$20.6M	-$2.48M	1	2.45%	Reduced
234	Cetera Advisor Networks El Segundo, California	$20.6M	-$1.35M	2	0.14%	Reduced
235	VHAM Van Hulzen Asset Management El Dorado Hills, California	$20.4M	-$3.48M	1	1.74%	Reduced
236	Kestra Advisory Services Austin, Texas	$20.4M	+$845K	2	0.2%	Increased
237	Robeco Institutional Asset Management Rotterdam, Netherlands	$20.3M	-$1.33M	1	0.05%	Reduced
238	Ensign Peak Advisors Salt Lake City, Utah	$20M	+$7.92M	3	0.04%	Increased
239	LI Leeward Investments Boston, Massachusetts	$20M	-$458K	1	0.94%	Reduced
240	Weiss Multi-Strategy Advisers New York	$20M	+$3.37M	2	0.4%	Increased
241	Saturna Capital Bellingham, Washington	$19.9M	+$7.32M	1	0.34%	Increased
242	Jennison Associates New York	$19.8M	+$5.59M	1	0.02%	Increased
243	Man Group London, United Kingdom	$19.5M	+$16.9M	2	0.06%	New
244	WhitTier Trust Company Reno, Nevada	$19.4M	+$94K	3	0.66%	Increased
245	Första AP-fonden Stockholm, Sweden	$19.4M	-$3.22M	1	0.21%	Reduced
246	Synovus Financial Columbus, Georgia	$19.3M	-$164K	2	0.21%	Reduced
247	Assenagon Asset Management Senningerberg, Luxembourg	$19.3M	+$13.8M	2	0.07%	Increased
248	Jane Street New York	$19.3M	+$11M	5	0.01%	Increased
249	SCM Sandler Capital Management New York	$19.3M	+$8.51M	1	1.59%	Increased
250	Atalanta Sosnoff Capital New York	$19.2M	+$16.8M	1	0.52%	New