← 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	ING Group Amsterdam, Netherlands	$46.4M	-$42.1M	3	0.31%	Reduced
302	Phoenix Financial Givatayim, Israel	$46.3M	+$45.2M	1	0.63%	Increased
303	ZP Zimmer Partners New York	$46.3M	+$8.17M	3	0.8%	Increased
304	OMG One Madison Group New York	$46.1M	+$43.8M	1	5.27%	New
305	Focus Partners Wealth Boston, Massachusetts	$46M	-$21.6M	3	0.12%	Reduced
306	NewEdge Advisors New Orleans, Louisiana	$45.8M	+$7.55M	6	0.28%	Increased
307	Impax Asset Management Group London, United Kingdom	$45.8M	+$45.8M	2	0.21%	Increased
308	HM Payson & Co Portland, Maine	$45.7M	+$12.7M	4	0.78%	Increased
309	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$44.8M	-$1.99M	1	0.15%	Reduced
310	Saturna Capital Bellingham, Washington	$44.3M	-$52.5K	2	0.6%	Reduced
311	ProShare Advisors Bethesda, Maryland	$44.2M	+$4.43M	6	0.1%	Increased
312	Atalanta Sosnoff Capital New York	$44.2M	-$37.4M	2	0.96%	Reduced
313	VCM Valiant Capital Management San Francisco, California	$44.2M	+$13.3M	1	2.8%	Increased
314	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$43.7M	+$45.3M	2	0.96%	Increased
315	Mirae Asset Global Investments Seoul, South Korea	$43.7M	+$15.3M	2	0.18%	Increased
316	F.L. Putnam Investment Management Lynnfield, Massachusetts	$43.2M	-$3.17M	3	0.79%	Reduced
317	Westwood Holdings Group Dallas, Texas	$43.2M	+$2.46M	2	0.33%	Increased
318	Public Employees Retirement Association of Colorado Denver, Colorado	$43.1M	-$367K	3	0.17%	Reduced
319	British Columbia Investment Management Victoria, British Columbia, Canada	$42.6M	+$5.49M	2	0.25%	Increased
320	Epoch Investment Partners New York	$42.6M	-$2.03M	1	0.21%	Reduced
321	Pinnacle Associates New York	$42.4M	-$200K	3	0.58%	Reduced
322	ACM Argent Capital Management St Louis, Missouri	$42.3M	-$901K	1	1.19%	Reduced
323	Cambridge Investment Research Advisors Fairfield, Iowa	$42.2M	-$2.01M	5	0.14%	Reduced
324	Zurich Insurance Group Zurich, Switzerland	$42.1M	+$44.5M	1	0.34%	New
325	Gotham Asset Management New York	$42.1M	+$2.94M	5	0.4%	Increased