← 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	Advisors Capital Management Ridgewood, New Jersey	$33.5M	-$3.34M	1	0.59%	Reduced
327	Driehaus Capital Management Chicago, Illinois	$33.5M	+$7.01M	3	0.32%	Increased
328	Crawford Investment Counsel Atlanta, Georgia	$33.4M	-$8.97M	4	0.64%	Reduced
329	Cambridge Investment Research Advisors Fairfield, Iowa	$33M	+$4.04M	5	0.12%	Increased
330	Kornitzer Capital Management Shawnee Mission, Kansas	$33M	-$395K	3	0.63%	Reduced
331	British Columbia Investment Management Victoria, British Columbia, Canada	$33M	+$17.6M	2	0.2%	Increased
332	WhitTier Trust Company Reno, Nevada	$33M	+$1.83M	4	0.92%	Increased
333	Czech National Bank Prague, Czech Republic	$32.8M	+$10.2M	2	0.38%	Increased
334	ProShare Advisors Bethesda, Maryland	$32.5M	+$6.59M	5	0.09%	Increased
335	HRT Financial New York	$32.5M	+$29.8M	3	0.18%	Increased
336	Verition Fund Management Greenwich, Connecticut	$32.4M	+$17.8M	5	0.18%	Increased
337	Nippon Life Global Investors Americas New York	$32.2M	-$9.17M	1	1.42%	Reduced
338	DWG Darden Wealth Group Ann Arbor, Michigan	$32.2M	+$885K	1	19.38%	Increased
339	Sanctuary Advisors Indianapolis, Indiana	$32.1M	+$32.2M	3	0.23%	New
340	Woodline Partners San Francisco, California	$32.1M	-$472K	1	0.31%	Reduced
341	Stephens Inc Little Rock, Arkansas	$31.5M	+$587K	4	0.48%	Increased
342	Dodge & Cox San Francisco, California	$31.4M	+$29M	1	0.02%	New
343	NewEdge Advisors New Orleans, Louisiana	$31.3M	+$7.33M	5	0.23%	Increased
344	F.L. Putnam Investment Management Lynnfield, Massachusetts	$31.2M	+$604K	2	0.58%	Increased
345	Mutual of America Capital Management New York	$30.7M	+$5.57M	5	0.34%	Increased
346	OP Oslo Pensjonsforsikring Oslo,	$30.7M	-$5.79M	3	3.95%	Reduced
347	Klingenstein Fields & Co New York	$30.7M	-$712K	1	1.27%	Reduced
348	Yousif Capital Management Bloomfield Hills, Michigan	$30.3M	+$4.53M	6	0.34%	Increased
349	Gotham Asset Management New York	$29.5M	+$5.38M	5	0.38%	Increased
350	SH Spear Holdings Dubai, United Arab Emirates	$29.4M	+$17.2M	1	20.74%	Increased