← 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	TIAA Trust, National Association Charlotte, North Carolina	$48.9M	-$4.06M	3	0.12%	Reduced
352	CIBC Asset Management Toronto, Ontario, Canada	$48.2M	+$93.5K	3	0.14%	Increased
353	Fuller & Thaler Asset Management San Mateo, California	$48.1M	+$40.5M	1	0.16%	New
354	Luther King Capital Management (LKCM) Fort Worth, Texas	$48M	+$33.6M	2	0.2%	Increased
355	DFO Duquesne Family Office New York	$47.5M	+$46.8M	1	1.17%	New
356	Parallax Volatility Advisers San Francisco, California	$47.4M	-$22.1M	1	0.07%	Reduced
357	ACM Argent Capital Management St Louis, Missouri	$47.2M	-$165K	1	1.29%	Reduced
358	Rathbones Group Liverpool, United Kingdom	$46.6M	+$345K	2	0.19%	Increased
359	Epoch Investment Partners New York	$46.6M	-$1.69M	1	0.26%	Reduced
360	Capital Group Private Client Services Los Angeles, California	$46.5M	-$182M	1	0.78%	Reduced
361	New York Life Investment Management New York	$46M	-$696K	3	0.4%	Reduced
362	Atreides Management Boston, Massachusetts	$45.8M	-$16.6M	1	0.89%	Reduced
363	British Columbia Investment Management Victoria, British Columbia, Canada	$45.2M	-$4.27M	2	0.26%	Reduced
364	Pathstone Holdings Englewood, New Jersey	$45.2M	+$1.35M	5	0.17%	Increased
365	PCM Portolan Capital Management Boston, Massachusetts	$45.2M	-$5.68M	1	2.45%	Reduced
366	Meitav Investment House Bene-Beraq, Israel	$45.2M	-$27.9M	2	0.6%	Reduced
367	Glenmede Investment Management Philadelphia, Pennsylvania	$45M	+$1.87M	2	0.22%	Increased
368	CAPTRUST Financial Advisors Raleigh, North Carolina	$44.7M	+$2.16M	6	0.09%	Increased
369	United Capital Financial Advisors Irving, Texas	$44.7M	+$25.2M	3	0.32%	Increased
370	AIC AWM Investment Company New York	$44.3M	-$40.6M	1	4.15%	Reduced
371	London & Capital Asset Management London, United Kingdom	$44.3M	+$9.71M	1	3.16%	Increased
372	MAM Mark Asset Management New York	$44.2M	$0	1	3.19%	Maintained
373	Mutual of America Capital Management New York	$44.2M	-$2.56M	5	0.47%	Reduced
374	CP Cumberland Partners Toronto, Ontario, Canada	$44.1M	+$3.94M	1	2.88%	Increased
375	Algert Global San Francisco, California	$44.1M	+$3.87M	4	0.74%	Increased