← 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	Artemis Investment Management Edinburgh, United Kingdom	$52M	+$39.5M	1	0.74%	Increased
277	BCM Bornite Capital Management New York	$51.6M	-$20.1M	2	6.94%	Reduced
278	Meyer Handelman Company Rye Brook, New York	$51.5M	-$1.48M	2	1.78%	Reduced
279	Amalgamated Bank New York	$51.1M	-$2.22M	6	0.42%	Reduced
280	Vontobel Holding Zurich, Switzerland	$50.7M	+$3.52M	4	0.17%	Increased
281	Sculptor Capital New York	$50.7M	-$3.99M	2	0.68%	Reduced
282	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$50.6M	-$1.31M	5	0.31%	Reduced
283	Kestra Advisory Services Austin, Texas	$50.4M	+$3.45M	5	0.28%	Increased
284	IP Interval Partners New York	$50M	-$40.8M	2	0.98%	Reduced
285	DSM Capital Partners Palm Beach Gardens, Florida	$49.8M	+$269K	1	0.77%	Increased
286	Lansforsakringar Fondforvaltning Stockholm, Sweden	$49.5M	+$52.3M	1	0.28%	New
287	UMB Bank Kansas City, Missouri	$48.9M	+$6.13M	5	0.77%	Increased
288	Banque Pictet & Cie Geneva 73, Switzerland	$48.9M	+$50.8M	1	0.33%	Increased
289	Fayez Sarofim & Co Houston, Texas	$48.8M	+$49.4M	3	0.12%	Increased
290	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$48.6M	+$3.66M	1	0.08%	Increased
291	AOI Auto-Owners Insurance Lansing, Michigan	$48.6M	+$6.86M	1	1.1%	Increased
292	Americana Partners Houston, Texas	$48.4M	+$41.8M	1	1.98%	Increased
293	WorldQuant Millennium Advisors New York	$48.4M	+$41.6M	2	0.31%	Increased
294	TAM Thematics Asset Management Paris, France	$48.3M	-$11.5M	1	2.11%	Reduced
295	DAM Delta Asset Management Memphis, Tennessee	$48.3M	-$1.17M	2	4.32%	Reduced
296	Czech National Bank Prague, Czech Republic	$48.1M	+$2.8M	2	0.45%	Increased
297	AIP ARS Investment Partners New York	$47.3M	-$4.13M	2	4.26%	Reduced
298	MLL Moody Lynn & Lieberson Boston, Massachusetts	$46.7M	+$7.08M	2	2.86%	Increased
299	Gateway Investment Advisers Cincinnati, Ohio	$46.6M	+$268K	3	0.52%	Increased
300	WAM WT Asset Management Hong Kong	$46.5M	-$55.1M	2	5.13%	Reduced