← 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	Jefferies Financial Group New York	$31.2M	+$10.3M	3	0.22%	Increased
352	Tudor Investment Corp Stamford, Connecticut	$30.8M	-$17.8M	2	0.11%	Reduced
353	Pinnacle Associates New York	$30.7M	+$5.82M	2	0.52%	Increased
354	State of Alaska Department of Revenue Juneau, Alaska	$30.6M	-$1.17M	5	0.33%	Reduced
355	Pathstone Holdings Englewood, New Jersey	$30.3M	-$803K	5	0.13%	Reduced
356	O'Shaughnessy Asset Management Stamford, Connecticut	$30M	+$341K	5	0.27%	Increased
357	LPU Lansdowne Partners (UK) London, United Kingdom	$29.8M	+$37K	1	2.33%	Increased
358	CIBC Asset Management Toronto, Ontario, Canada	$29.8M	+$1.93M	3	0.1%	Increased
359	Xponance Philadelphia, Pennsylvania	$29.6M	+$517K	3	0.29%	Increased
360	Huntington National Bank Columbus, Ohio	$29.3M	-$3.01M	6	0.21%	Reduced
361	Acadian Asset Management Boston, Massachusetts	$29.2M	-$12.9M	4	0.09%	Reduced
362	CIBC World Market Toronto, Ontario, Canada	$29M	-$5.57M	3	0.06%	Reduced
363	Walleye Capital New York	$28.9M	-$11.8M	5	0.06%	Reduced
364	ROC Running Oak Capital Edina, Minnesota	$28.8M	+$16M	2	3.9%	Increased
365	Envestnet Portfolio Solutions Chicago, Illinois	$28.6M	+$2.35M	4	0.09%	Increased
366	New York Life Investment Management New York	$28.2M	-$896K	3	0.27%	Reduced
367	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$28.2M	-$447K	2	0.57%	Reduced
368	OP Oslo Pensjonsforsikring Oslo,	$28.1M	-$131K	3	3.38%	Reduced
369	GAI General American Investors New York	$28M	+$10.6M	1	1.93%	Increased
370	Braun Stacey Associates New York	$28M	-$17.4M	2	1.06%	Reduced
371	INTECH Investment Management West Palm Beach, Florida	$28M	+$10.9M	5	0.31%	Increased
372	WesBanco Bank Wheeling, West Virginia	$28M	+$1.85M	2	0.95%	Increased
373	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$27.9M	$0	1	0.25%	Maintained
374	Guggenheim Capital Chicago, Illinois	$27.9M	-$1.93M	4	0.2%	Reduced
375	Oppenheimer & Co New York	$27.9M	-$929K	5	0.43%	Reduced