← 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	Qube Research & Technologies (QRT) London, United Kingdom	$48.6M	+$4.8M	6	0.08%	Increased
252	Allianz Asset Management Munich, Germany	$47.4M	+$4.99M	3	0.07%	Increased
253	DAM Delta Asset Management Memphis, Tennessee	$47.2M	-$256K	2	4.27%	Reduced
254	Meyer Handelman Company Rye Brook, New York	$47M	+$6.15M	2	1.66%	Increased
255	Fidelity International Hamilton, Bermuda	$47M	+$22.2M	3	0.05%	Increased
256	SCGE Management Menlo Park, California	$46.9M	+$48.3M	1	0.92%	New
257	ZP Zimmer Partners New York	$46.5M	+$18.1M	3	0.86%	Increased
258	Steward Partners Investment Advisory New York	$45.8M	+$2.79M	5	0.48%	Increased
259	Polar Capital Holdings London, United Kingdom	$45.4M	+$11.9M	3	0.27%	Increased
260	Schonfeld Strategic Advisors New York	$45M	+$234K	5	0.29%	Increased
261	Parallax Volatility Advisers San Francisco, California	$44.6M	+$41.2M	1	0.1%	New
262	ACM Alua Capital Management New York	$44.2M	+$40.9M	1	1.92%	New
263	Ossiam Paris, France	$44.1M	+$12.8M	2	0.84%	Increased
264	Ensign Peak Advisors Salt Lake City, Utah	$43.9M	+$13.4M	4	0.08%	Increased
265	Royce & Associates New York	$43.8M	-$3.4M	4	0.41%	Reduced
266	Cubist Systematic Strategies Stamford, Connecticut	$43.7M	+$39.2M	3	0.3%	Increased
267	Temasek Holdings Singapore	$43.5M	+$34.9M	1	0.2%	Increased
268	Epoch Investment Partners New York	$43.1M	-$36.9M	1	0.2%	Reduced
269	Kestra Advisory Services Austin, Texas	$42.6M	+$4.74M	5	0.24%	Increased
270	Gateway Investment Advisers Cincinnati, Ohio	$42.6M	+$4.3M	3	0.48%	Increased
271	QRG Capital Management Chicago, Illinois	$42.5M	+$5.03M	3	0.5%	Increased
272	Amalgamated Bank New York	$42.2M	+$7.05M	6	0.36%	Increased
273	Calamos Advisors Naperville, Illinois	$42M	+$9.35M	3	0.19%	Increased
274	Saturna Capital Bellingham, Washington	$42M	+$3.13M	1	0.56%	Increased
275	Cullen/Frost Bankers San Antonio, Texas	$41.9M	-$1.48M	4	0.61%	Reduced