← 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	NIM Northeast Investment Management Boston, Massachusetts	$41.7M	-$214K	1	1.96%	Reduced
277	UMB Bank Kansas City, Missouri	$41.7M	-$5.6M	5	0.68%	Reduced
278	ACM Argent Capital Management St Louis, Missouri	$41.5M	-$529K	1	1.22%	Reduced
279	TCIM TOMS Capital Investment Management New York	$41.4M	+$38.3M	1	1.56%	New
280	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$41.4M	+$9.6M	5	0.27%	Increased
281	Public Employees Retirement Association of Colorado Denver, Colorado	$41.2M	-$1.81M	3	0.17%	Reduced
282	MC Maplelane Capital New York	$41.2M	+$38M	1	1.41%	New
283	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$41.1M	+$130K	1	0.14%	Increased
284	AMG Ace Management Global Sao Paulo, Brazil	$40.7M	+$41.9M	1	11.95%	New
285	Hood River Capital Management Palm Beach Gardens, Florida	$40.6M	+$1.92M	1	0.84%	Increased
286	Chilton Investment Company Stamford, Connecticut	$39.8M	+$2.24M	2	1.12%	Increased
287	Oribel Capital Management New York	$39.7M	+$34M	2	5.32%	Increased
288	Two Sigma Advisers New York	$39.7M	-$17.9M	4	0.09%	Reduced
289	Vaughan Nelson Investment Management Houston, Texas	$39.6M	-$493K	1	0.37%	Reduced
290	Acadian Asset Management Boston, Massachusetts	$39.5M	+$12.9M	4	0.12%	Increased
291	Marex Group London,	$39.4M	+$40.5M	1	1.06%	New
292	Braun Stacey Associates New York	$39.2M	+$21M	2	1.52%	Increased
293	Nissay Asset Management Tokyo, Japan	$39.1M	+$23.7M	2	0.26%	Increased
294	Westwood Holdings Group Dallas, Texas	$38.9M	-$984K	1	0.18%	Reduced
295	SG Americas Securities New York	$38.9M	-$41.3M	6	0.23%	Reduced
296	Quadrature Capital London, United Kingdom	$38.6M	+$29.1M	3	0.65%	Increased
297	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$38.5M	+$1.55M	1	0.37%	Increased
298	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$38.4M	+$1.82M	2	0.65%	Increased
299	AG Avala Global New York	$38.2M	+$35.3M	1	2.78%	New
300	Vontobel Holding Zurich, Switzerland	$38.2M	+$14.1M	3	0.12%	Increased