← 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	Varma Mutual Pension Insurance Co Helsinki, Finland	$44.6M	-$883K	2	0.33%	Reduced
352	WhitTier Trust Company Reno, Nevada	$44.5M	+$753K	5	1.01%	Increased
353	Primecap Management Pasadena, California	$44M	-$15.9M	1	0.03%	Reduced
354	TAM Thematics Asset Management Paris, France	$43.8M	-$6.33M	1	1.97%	Reduced
355	MAI Capital Management Independence, Ohio	$43.7M	+$263K	5	0.3%	Increased
356	CIBC Asset Management Toronto, Ontario, Canada	$43.5M	-$2.82M	3	0.13%	Reduced
357	Marshall Wace London, United Kingdom	$43M	+$7.72M	4	0.05%	Increased
358	Hood River Capital Management Palm Beach Gardens, Florida	$42.9M	-$1.73M	1	0.6%	Reduced
359	OAM Ophir Asset Management Sydney, Australia	$42.7M	+$13.9M	1	6.79%	Increased
360	&Partners Nashville, Tennessee	$42.3M	+$3.59M	3	0.32%	Increased
361	Park National Corp Newark, Ohio	$42.2M	+$15M	2	1.39%	Increased
362	New York Life Investment Management New York	$41.9M	+$118K	3	0.39%	Increased
363	WesBanco Bank Wheeling, West Virginia	$41.1M	+$2.48M	3	1.22%	Increased
364	Mutual of America Capital Management New York	$40.9M	-$708K	5	0.44%	Reduced
365	Rathbones Group Liverpool, United Kingdom	$40.7M	-$243K	2	0.18%	Reduced
366	Atreides Management Boston, Massachusetts	$40.5M	+$6.89M	1	1.12%	Increased
367	Yousif Capital Management Bloomfield Hills, Michigan	$40.4M	-$614K	6	0.43%	Reduced
368	Glenmede Investment Management Philadelphia, Pennsylvania	$40.3M	+$34.3M	2	0.2%	New
369	Perfromance Wealth Partners Hinsdale, Illinois	$40.2M	-$140K	2	1.29%	Reduced
370	Oppenheimer & Co New York	$40M	-$4.21M	5	0.53%	Reduced
371	WAM WT Asset Management Hong Kong	$40M	+$31.4M	1	2.8%	New
372	Pathstone Holdings Englewood, New Jersey	$39.6M	-$2.31M	4	0.16%	Reduced
373	VC Voss Capital Houston, Texas	$38.9M	+$33.5M	1	2.68%	New
374	Advisors Capital Management Ridgewood, New Jersey	$38.7M	+$688K	2	0.53%	Increased
375	GW&K Investment Management Boston, Massachusetts	$38.6M	+$3.18M	3	0.35%	Increased