← 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	Marex Group London,	$91.3M	+$70.3M	1	0.58%	Increased
277	CC Covalis Capital London, United Kingdom	$90.9M	+$61.1M	3	5.59%	Increased
278	Janney Montgomery Scott Philadelphia, Pennsylvania	$90.8M	-$132M	5	0.22%	Reduced
279	Nisa Investment Advisors St. Louis, Missouri	$90.7M	-$74M	6	0.34%	Reduced
280	Empowered Funds Havertown, Pennsylvania	$89.1M	+$36M	3	0.57%	Increased
281	Ghisallo Capital Management Boston, Massachusetts	$89.1M	+$92.8M	2	2.45%	New
282	Swiss Life Asset Management Zurich,	$87.5M	-$34.1M	2	0.43%	Reduced
283	Amalgamated Bank New York	$86.5M	-$2.81M	5	0.66%	Reduced
284	Driehaus Capital Management Chicago, Illinois	$86.1M	+$39.5M	3	0.63%	Increased
285	&Partners Nashville, Tennessee	$86.1M	+$9.88M	5	0.43%	Increased
286	SCM Silvant Capital Management Atlanta, Georgia	$85.9M	+$6.28M	2	2.97%	Increased
287	VCM Valiant Capital Management San Francisco, California	$85.5M	-$2.2M	2	4.91%	Reduced
288	Nissay Asset Management Tokyo, Japan	$85.1M	-$14.5M	3	0.45%	Reduced
289	Cullen/Frost Bankers San Antonio, Texas	$84.7M	+$2.62M	4	0.96%	Increased
290	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$84.4M	+$84M	1	2.44%	New
291	Banque Transatlantique Paris, France	$84.4M	+$43.9M	3	2.02%	Increased
292	Impax Asset Management Group London, United Kingdom	$83.3M	+$4.76M	2	0.58%	Increased
293	AIP ARS Investment Partners New York	$82.9M	+$17.9M	2	4.31%	Increased
294	Midwest Trust Overland Park, Kansas	$82M	+$1.5M	3	1.02%	Increased
295	INTECH Investment Management West Palm Beach, Florida	$81.1M	-$17.4M	6	0.8%	Reduced
296	AustralianSuper Melbourne, Australia	$81.1M	+$72.5M	1	0.42%	New
297	Homestead Advisers Arlington, Virginia	$81M	-$890K	1	2.18%	Reduced
298	Ilex Capital Partners London, United Kingdom	$80.3M	+$22.8M	2	1.98%	Increased
299	UniSuper Management Melbourne, Victoria, Australia	$79.6M	+$585K	1	0.52%	Increased
300	GAI General American Investors New York	$79.4M	-$7.02M	1	5.22%	Reduced