← 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
251	PP Prospector Partners Guilford, Connecticut	$8.59M	-$282K	2	1.35%	Reduced
252	Fjarde Ap-fonden Stockholm, Sweden	$8.59M	+$1.37M	1	0.17%	Increased
253	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.57M	-$728K	1	0.17%	Reduced
254	Wilmington Savings Fund Society Wilmington, Delaware	$8.53M	+$30.2K	1	0.51%	Increased
255	LPL Financial San Diego, California	$8.35M	+$4.91M	2	0.03%	Increased
256	DekaBank Deutsche Girozentrale Frankfurt, Germany	$8.35M	+$1.86M	1	0.07%	Increased
257	AR Advisory Research Chicago, Illinois	$8.28M	+$5.13M	1	0.13%	Increased
258	VanEck Associates New York	$8.26M	+$1.1M	1	0.05%	Increased
259	Oppenheimer Asset Management New York	$8.26M	+$208K	2	0.23%	Increased
260	JCM Jag Capital Management St Louis, Missouri	$8.23M	-$3.76M	1	1.65%	Reduced
261	EA Evanston Advisors Schaumburg, Illinois	$8.21M	-$23.5K	1	2.02%	Reduced
262	Segall Bryant & Hamill Chicago, Illinois	$8.18M	+$6.96M	3	0.19%	Increased
263	KBC Group Brussels, Belgium	$8.07M	+$2.01M	1	0.08%	Increased
264	NIMC NWQ Investment Management Company Los Angeles, California	$8.01M	-$701K	1	0.11%	Reduced
265	Mirae Asset Global Investments Seoul, South Korea	$7.99M	-$349K	2	0.14%	Reduced
266	UR USCA RIA Houston, Texas	$7.98M	+$2.35M	1	1.02%	Increased
267	CAM Capstone Asset Management Houston, Texas	$7.98M	-$190K	3	0.22%	Reduced
268	Cullen Capital Management New York	$7.93M	$0	1	0.28%	Maintained
269	Meag Munich Ergo Munich, Germany	$7.83M	-$3.6M	1	0.35%	Reduced
270	Mackenzie Financial Toronto Ontario, Ontario, Canada	$7.78M	+$7.62M	1	0.04%	New
271	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.66M	+$12K	1	1.1%	Increased
272	Xact Kapitalforvaltning Stockholm, Sweden	$7.63M	+$1.95M	1	0.23%	Increased
273	Laurion Capital Management New York	$7.58M	+$6.35M	1	0.04%	Increased
274	DAM Delta Asset Management Memphis, Tennessee	$7.51M	+$77K	1	1.16%	Increased
275	Cohen & Steers New York	$7.4M	-$38.1K	1	0.02%	Reduced