← 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
326	INTECH Investment Management West Palm Beach, Florida	$92.9M	-$16.1M	6	0.85%	Reduced
327	Oberweis Asset Management Lisle, Illinois	$92.4M	+$27.1M	2	1.91%	Increased
328	SEB Asset Management Stockholm,	$92.2M	+$9.33M	2	0.35%	Increased
329	QRG Capital Management Chicago, Illinois	$91.5M	+$11.9M	5	0.75%	Increased
330	First Financial Bankshares Abilene, Texas	$90.8M	+$346K	2	1.7%	Increased
331	WorldQuant Millennium Advisors New York	$90.4M	-$52M	3	0.31%	Reduced
332	Prime Capital Investment Advisors Overland Park, Kansas	$90M	-$961K	3	0.87%	Reduced
333	IFM Investors Melbourne, Australia	$89.6M	+$6.8M	2	0.59%	Increased
334	Sapient Capital Indianapolis, Indiana	$89.6M	+$18.1M	2	1.17%	Increased
335	NIM Northeast Investment Management Boston, Massachusetts	$89.5M	-$160K	2	3.3%	Reduced
336	Exchange Traded Concepts Oklahoma City, Oklahoma	$89.1M	+$38.4M	4	0.41%	Increased
337	Montrusco Bolton Investments Montreal, Quebec, Canada	$88.7M	+$77.1M	1	1.37%	New
338	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$88.1M	-$360K	2	0.61%	Reduced
339	ProShare Advisors Bethesda, Maryland	$87.9M	+$4.2M	5	0.13%	Increased
340	Walleye Capital New York	$87.6M	+$12.4M	5	0.31%	Increased
341	UniSuper Management Melbourne, Victoria, Australia	$87.3M	-$17.2M	1	0.45%	Reduced
342	NIG NFJ Investment Group Dallas, Texas	$87.3M	+$2.93M	2	2.95%	Increased
343	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$86.7M	-$28.9M	1	2.72%	Reduced
344	MAI Capital Management Independence, Ohio	$86.6M	+$12.9M	4	0.33%	Increased
345	ORIO Old Republic International (ORI) Chicago, Illinois	$85.9M	$0	1	3.22%	Maintained
346	MLL Moody Lynn & Lieberson Boston, Massachusetts	$85.8M	-$1.41M	3	4.53%	Reduced
347	Meyer Handelman Company Rye Brook, New York	$85.3M	-$1.69M	2	2.41%	Reduced
348	Harding Loevner Bridgewater, New Jersey	$84.3M	-$19.9M	1	0.79%	Reduced
349	BGM Burkehill Global Management New York	$83.8M	-$9.13M	1	3.03%	Reduced
350	GAI General American Investors New York	$83.4M	-$20.4M	1	4.94%	Reduced