← 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
301	Daiwa Securities Group Tokyo, Japan	$17.3M	+$543K	1	0.11%	Increased
302	Atria Investments Charlotte, North Carolina	$17.2M	+$341K	2	0.27%	Increased
303	SW SVB Wealth Boston, Massachusetts	$17.2M	-$4.5M	2	0.42%	Reduced
304	Utah Retirement Systems Salt Lake City, Utah	$17.2M	+$121K	2	0.22%	Increased
305	PP Prospector Partners Guilford, Connecticut	$17.2M	+$91.6K	1	2.14%	Increased
306	Cambridge Investment Research Advisors Fairfield, Iowa	$17M	+$694K	3	0.07%	Increased
307	CIG Cullen Investment Group Lafayette, Louisiana	$17M	+$15.6M	1	2.98%	New
308	Envestnet Portfolio Solutions Chicago, Illinois	$17M	-$344K	3	0.07%	Reduced
309	Oregon Public Employees Retirement Fund Tigard, Oregon	$16.9M	+$5.39M	4	0.3%	Increased
310	TIP Torray Investment Partners Bethesda, Maryland	$16.9M	$0	1	2.73%	Maintained
311	Czech National Bank Prague, Czech Republic	$16.8M	+$45.9K	1	0.24%	Increased
312	GAMCO Investors Greenwich, Connecticut	$16.7M	+$1.26M	2	0.18%	Increased
313	CAPTRUST Financial Advisors Raleigh, North Carolina	$16.7M	+$926K	3	0.06%	Increased
314	Illinois Municipal Retirement Fund Oak Brook, Illinois	$16.5M	+$75.5K	4	0.28%	Increased
315	Jane Street New York	$16.4M	-$31.6M	5	0%	Reduced
316	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$16.2M	+$222K	1	0.73%	Increased
317	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$16.1M	+$47K	1	0.21%	Increased
318	Aware Super Sydney, Australia	$15.9M	+$11M	1	0.21%	New
319	NewEdge Advisors New Orleans, Louisiana	$15.8M	+$2.41M	3	0.15%	Increased
320	Bailard Foster City, California	$15.7M	+$225K	2	0.47%	Increased
321	Oppenheimer Asset Management New York	$15.7M	+$29.1K	3	0.22%	Increased
322	CIBC World Market Toronto, Ontario, Canada	$15.2M	+$12.3M	3	0.04%	Increased
323	William Blair & Company Chicago, Illinois	$15.1M	+$131K	1	0.05%	Increased
324	PCM Pinnbrook Capital Management New York	$15.1M	+$13.8M	1	1.7%	New
325	Quadrature Capital London, United Kingdom	$15.1M	-$12.6M	3	0.27%	Reduced