← 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
351	GL GLG LLC New York	$3.41M	+$3.01M	1	0.21%	New
352	Meag Munich Ergo Munich, Germany	$3.41M	+$3.01M	1	0.18%	New
353	Ladenburg Thalmann Financial Services Miami, Florida	$3.35M	-$90K	3	0.06%	Reduced
354	LPU Lansdowne Partners (UK) London, United Kingdom	$3.35M	+$514K	1	0.03%	Increased
355	OI Oakbrook Investments Lisle, Illinois	$3.34M	+$1.43M	1	0.22%	Increased
356	BCM Bourgeon Capital Management Darien, Connecticut	$3.34M	+$102K	1	2.23%	Increased
357	HBK Investments Dallas, Texas	$3.32M	-$1.93M	1	0.03%	Reduced
358	ECM Estabrook Capital Management New York	$3.32M	-$76.2K	1	0.49%	Reduced
359	Johnson Investment Counsel Cincinnati, Ohio	$3.29M	-$261K	2	0.12%	Reduced
360	CIBC Asset Management Toronto, Ontario, Canada	$3.29M	+$529K	1	0.02%	Increased
361	PPCM Pillar Pacific Capital Management Pacifica, California	$3.28M	+$259K	1	0.57%	Increased
362	NIMC NWQ Investment Management Company Los Angeles, California	$3.28M	-$277K	1	0.05%	Reduced
363	Sumitomo Life Insurance Tokyo, Japan	$3.22M	+$89.2K	1	0.42%	Increased
364	United Capital Financial Advisors Irving, Texas	$3.21M	-$3.21M	2	0.04%	Reduced
365	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.2M	+$27.6K	1	0.15%	Increased
366	FNT First Nebraska Trust Lincoln, Nebraska	$3.2M	+$2.83M	1	0.88%	New
367	Oppenheimer & Co New York	$3.19M	-$76.7K	2	0.1%	Reduced
368	GP GLG Partners London, United Kingdom	$3.18M	-$597K	1	0.09%	Reduced
369	Scout Investments Kansas City, Missouri	$3.17M	+$624K	1	0.09%	Increased
370	Old Mission Capital Chicago, Illinois	$3.15M	-$4.51M	1	0.3%	Reduced
371	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.15M	+$1.28M	2	0.13%	Increased
372	Capital Fund Management (CFM) Paris, France	$3.13M	+$1.18M	2	0.03%	Increased
373	D.E. Shaw & Co New York	$3.13M	-$26.4M	3	0.01%	Reduced
374	Carnegie Investment Counsel Pepper Pike, Ohio	$3.13M	+$5.52K	1	0.48%	Increased
375	AT Arden Trust Wilmington, Delaware	$3.11M	+$463K	1	0.25%	Increased