← 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	Pathstone Holdings Englewood, New Jersey	$15M	+$13.8M	4	0.08%	New
327	Arrowstreet Capital Boston, Massachusetts	$14.9M	-$32.9M	3	0.02%	Reduced
328	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$14.9M	-$19.6K	1	0.68%	Reduced
329	FDP Financiere des Professionnels Montreal, Quebec, Canada	$14.9M	-$2.12M	1	1.3%	Reduced
330	CIS Connors Investor Services Wyomissing, Pennsylvania	$14.7M	+$1.93M	1	1.65%	Increased
331	GC Globeflex Capital San Diego, California	$14.6M	-$16.9K	2	1.49%	Reduced
332	Verition Fund Management Greenwich, Connecticut	$14.6M	+$9.31M	2	0.11%	Increased
333	AF Alerus Financial Grand Forks, North Dakota	$14.5M	+$1.98M	1	1.18%	Increased
334	Becker Capital Management Portland, Oregon	$14.4M	+$274K	1	0.52%	Increased
335	Fjarde Ap-fonden Stockholm, Sweden	$14.3M	-$1.04M	1	0.18%	Reduced
336	SPC Stewart & Patten Company Lafayette, California	$14.2M	+$315K	1	2.22%	Increased
337	ACMC Anchor Capital Management Company Raleigh, North Carolina	$14.2M	+$12.9M	1	13.46%	New
338	New York Life Investment Management New York	$14.1M	-$3.15M	2	0.14%	Reduced
339	Gotham Asset Management New York	$14M	-$505K	4	0.26%	Reduced
340	Huntington National Bank Columbus, Ohio	$14M	+$197K	4	0.13%	Increased
341	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$14M	-$58.3K	1	1.43%	Reduced
342	D.E. Shaw & Co New York	$14M	-$5.34M	5	0.01%	Reduced
343	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$13.9M	+$604K	3	0.02%	Increased
344	Xponance Philadelphia, Pennsylvania	$13.8M	+$477K	2	0.17%	Increased
345	Focus Partners Wealth Boston, Massachusetts	$13.8M	+$12.5M	2	0.18%	New
346	Putnam Investments Boston, Massachusetts	$13.8M	+$7.88M	3	0.02%	Increased
347	LBP AM Paris, France	$13.6M	-$2.61M	1	0.3%	Reduced
348	CIBC Asset Management Toronto, Ontario, Canada	$13.5M	-$527K	2	0.05%	Reduced
349	Tower Research Capital (TRC) New York	$13.5M	+$4.76M	5	0.17%	Increased
350	MML Investors Services Springfield, Massachusetts	$13.3M	+$2.48M	3	0.06%	Increased