← 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
276
Xponance
Xponance
Pennsylvania
$127M +$3.72M 6 0.78% Increased
277
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$126M +$9.86M 1 0.45% Increased
278
TCIM
TOMS Capital Investment Management
New York
$124M +$114M 1 2.66% New
279
&Partners
&Partners
Tennessee
$124M +$15.6M 5 0.51% Increased
280
Lido Advisors
Lido Advisors
California
$124M -$2.02M 4 0.34% Reduced
281
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$122M +$5.89M 4 0.61% Increased
282
Tema ETFs
Tema ETFs
New York
$120M +$14.3M 2 3.88% Increased
283
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$120M +$1.97M 3 1.5% Increased
284
Panagora Asset Management
Panagora Asset Management
Massachusetts
$119M -$10.3M 4 0.36% Reduced
285
LBP AM
LBP AM
France
$118M +$20.1M 2 1.18% Increased
286
GIP
Granite Investment Partners
California
$117M -$12.6M 5 6.01% Reduced
287
HM Payson & Co
HM Payson & Co
Maine
$117M +$16.8M 4 1.55% Increased
288
SCM
Silvant Capital Management
Georgia
$116M +$1.47M 3 3.38% Increased
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$116M -$5.78M 5 0.56% Reduced
290
Merewether Investment Management
Merewether Investment Management
Texas
$115M -$42.5M 1 2.17% Reduced
291
VCM
Valiant Capital Management
California
$115M +$191K 1 4.63% Increased
292
Artemis Investment Management
Artemis Investment Management
United Kingdom
$114M -$103M 1 1.01% Reduced
293
Westwood Holdings Group
Westwood Holdings Group
Texas
$114M -$18.2M 3 0.86% Reduced
294
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$113M +$107M 1 1.21% New
295
Amalgamated Bank
Amalgamated Bank
New York
$113M -$585K 6 0.78% Reduced
296
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$113M -$39.8M 4 2.26% Reduced
297
Squarepoint
Squarepoint
New York
$113M +$55.4M 6 0.12% Increased
298
Vest Financial
Vest Financial
Virginia
$112M -$11.6M 3 1.18% Reduced
299
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112M -$17.2M 6 0.34% Reduced
300
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$109M +$3.66M 3 0.31% Increased