← 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	NEOS Investment Management Westport, Connecticut	$30.3M	+$13.3M	4	0.57%	Increased
352	USS Investment Management London, United Kingdom	$29.8M	-$5.36M	2	0.22%	Reduced
353	Kornitzer Capital Management Shawnee Mission, Kansas	$29.8M	+$2.12M	3	0.62%	Increased
354	UMB Bank Kansas City, Missouri	$29.7M	-$12M	5	0.49%	Reduced
355	CP Cumberland Partners Toronto, Ontario, Canada	$29.7M	-$21.8M	1	2.29%	Reduced
356	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$29.2M	+$34.8M	2	1.81%	New
357	1CP 11 Capital Partners Darien, Connecticut	$29.1M	+$19.2M	1	9.66%	Increased
358	Xponance Philadelphia, Pennsylvania	$29M	+$454K	3	0.28%	Increased
359	ROC Running Oak Capital Edina, Minnesota	$28.9M	+$7.42M	2	3.49%	Increased
360	Gotham Asset Management New York	$28.9M	-$5.92M	4	0.24%	Reduced
361	Westwood Holdings Group Dallas, Texas	$28.7M	-$8.24M	2	0.22%	Reduced
362	Royce & Associates New York	$28.6M	-$74.7K	3	0.31%	Reduced
363	Pathstone Holdings Englewood, New Jersey	$28.5M	+$487K	4	0.12%	Increased
364	Advisors Capital Management Ridgewood, New Jersey	$28.5M	+$3.89M	2	0.44%	Increased
365	Crawford Investment Counsel Atlanta, Georgia	$28.4M	+$1.39M	4	0.5%	Increased
366	AIC AWM Investment Company New York	$28.3M	+$1.12M	1	3.89%	Increased
367	&Partners Nashville, Tennessee	$28.3M	+$10.8M	3	0.3%	Increased
368	GW&K Investment Management Boston, Massachusetts	$28.2M	+$34.4M	4	0.26%	Increased
369	Mutual of America Capital Management New York	$28.2M	-$1.34M	5	0.32%	Reduced
370	Yousif Capital Management Bloomfield Hills, Michigan	$28.1M	-$1.31M	6	0.33%	Reduced
371	PO PBCay One Dubai, United Arab Emirates	$27.8M	+$31.8M	1	2.14%	New
372	SH Spear Holdings Dubai, United Arab Emirates	$27.8M	+$31.8M	1	2.14%	New
373	WesBanco Bank Wheeling, West Virginia	$27.8M	+$5.44M	3	0.96%	Increased
374	Vanguard Personalized Indexing Management Oakland, California	$27.8M	+$892K	4	0.41%	Increased
375	New York Life Investment Management New York	$27.7M	-$106K	3	0.28%	Reduced