← 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	Nomura Holdings Tokyo, Japan	$44.8M	+$32.1M	3	0.08%	Increased
277	JLBC J.L. Bainbridge & Co Sarasota, Florida	$44.4M	-$6.37M	1	4.46%	Reduced
278	Railway Pension Investments London, United Kingdom	$44.2M	+$2.59M	2	0.63%	Increased
279	QRG Capital Management Chicago, Illinois	$44.2M	-$2.3M	3	0.46%	Reduced
280	Czech National Bank Prague, Czech Republic	$44M	+$2.84M	2	0.4%	Increased
281	Ferguson Wellman Capital Management Portland, Oregon	$43.7M	-$366K	2	0.85%	Reduced
282	Amalgamated Bank New York	$43.6M	+$107K	6	0.37%	Increased
283	Balyasny Asset Management Chicago, Illinois	$42.7M	-$107M	5	0.07%	Reduced
284	Assenagon Asset Management Senningerberg, Luxembourg	$42.6M	-$304M	3	0.07%	Reduced
285	Meyer Handelman Company Rye Brook, New York	$41.9M	-$1.9M	2	1.46%	Reduced
286	Ariel Investments Chicago, Illinois	$41.8M	+$855K	1	0.49%	Increased
287	Lido Advisors Los Angeles, California	$41.2M	+$11.7M	3	0.19%	Increased
288	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$41M	-$4.62M	1	0.08%	Reduced
289	Man Group London, United Kingdom	$40.8M	-$18.9M	4	0.1%	Reduced
290	Focus Partners Wealth Boston, Massachusetts	$40.3M	+$1.97M	3	0.1%	Increased
291	KBC Group Brussels, Belgium	$40.1M	-$4.89M	5	0.12%	Reduced
292	Americana Partners Houston, Texas	$40.1M	+$549K	1	1.56%	Increased
293	TIAA Trust, National Association Charlotte, North Carolina	$40M	+$13.5M	3	0.12%	Increased
294	MN Services Vermogensbeheer The Hague, Netherlands	$39.8M	-$3.55M	1	0.31%	Reduced
295	Thrivent Financial for Lutherans Minneapolis, Minnesota	$39.5M	-$12.1M	5	0.09%	Reduced
296	Quadrature Capital London, United Kingdom	$39.3M	+$13.9M	3	0.87%	Increased
297	Lansforsakringar Fondforvaltning Stockholm, Sweden	$39.2M	-$1.5M	1	0.24%	Reduced
298	ProShare Advisors Bethesda, Maryland	$39M	+$996K	5	0.09%	Increased
299	DAM Delta Asset Management Memphis, Tennessee	$38.9M	-$773K	2	3.69%	Reduced
300	NIM Northeast Investment Management Boston, Massachusetts	$38.8M	-$109K	2	1.81%	Reduced