← 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	Mirae Asset Global Investments Seoul, South Korea	$38.5M	+$32.2M	2	0.16%	Increased
302	YCM Yaupon Capital Management New York	$38.4M	+$23.9M	1	1.97%	Increased
303	OMG One Madison Group New York	$38.3M	-$5.09M	1	5%	Reduced
304	Jefferies Financial Group New York	$38.3M	+$17.2M	3	0.34%	Increased
305	Natixis Paris, France	$38.2M	+$40.8M	1	0.21%	Increased
306	Davidson Kempner Capital Management New York	$38.1M	+$43.6M	1	0.52%	New
307	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$37.9M	+$5.25M	5	0.34%	Increased
308	Capital International Inc Los Angeles, California	$37.7M	+$4.75M	2	0.46%	Increased
309	NOCM Night Owl Capital Management Greenwich, Connecticut	$37.3M	+$1.73M	1	4.66%	Increased
310	Walleye Capital New York	$37.1M	+$27.9M	3	0.17%	Increased
311	NewEdge Advisors New Orleans, Louisiana	$37.1M	-$1.42M	6	0.22%	Reduced
312	TAM Thematics Asset Management Paris, France	$36.7M	-$523K	1	1.86%	Reduced
313	British Columbia Investment Management Victoria, British Columbia, Canada	$36.6M	-$168K	2	0.23%	Reduced
314	MLL Moody Lynn & Lieberson Boston, Massachusetts	$36.5M	-$4.64M	2	2.34%	Reduced
315	F.L. Putnam Investment Management Lynnfield, Massachusetts	$36M	+$833K	3	0.68%	Increased
316	HM Payson & Co Portland, Maine	$36M	+$463K	4	0.63%	Increased
317	MML Investors Services Springfield, Massachusetts	$35.9M	+$7.8M	5	0.12%	Increased
318	Groupama Asset Management Paris, France	$35.2M	+$6.91M	2	0.7%	Increased
319	Pinnacle Associates New York	$35M	-$166K	3	0.51%	Reduced
320	Verition Fund Management Greenwich, Connecticut	$34.7M	-$16M	6	0.16%	Reduced
321	Mackenzie Financial Toronto Ontario, Ontario, Canada	$34.7M	-$21.2M	2	0.05%	Reduced
322	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$34.7M	+$1.19M	2	0.35%	Increased
323	Sanctuary Advisors Indianapolis, Indiana	$34M	-$18.9M	3	0.24%	Reduced
324	Jain Global New York	$33.8M	+$12.1M	2	0.4%	Increased
325	GAI General American Investors New York	$33.6M	$0	1	2.45%	Maintained