← 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
376	Andra AP-fonden Goteborg, Sweden	$4.47M	+$2.16M	1	0.1%	Increased
377	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$4.47M	+$4.39M	1	1.7%	New
378	Highbridge Capital Management New York	$4.47M	-$16.3M	1	0.06%	Reduced
379	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$4.43M	+$2.39M	2	1.06%	Increased
380	BP Banyan Partners Palm Beach Gardens, Florida	$4.4M	-$155K	1	0.38%	Reduced
381	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.38M	+$585K	2	0.18%	Increased
382	GA Geneva Advisors Chicago, Illinois	$4.34M	-$811K	2	0.08%	Reduced
383	PCM Palouse Capital Management Spokane, Washington	$4.3M	-$8.33K	1	1.62%	Reduced
384	City National Bank Beverly Hills, Delaware	$4.28M	+$64.5K	1	0.06%	Increased
385	AIA Alerus Investment Advisors Wayzata, Minnesota	$4.24M	-$2.51M	2	0.91%	Reduced
386	NPA Nichols & Pratt Advisers Boston, Massachusetts	$4.23M	+$2.64M	1	0.38%	Increased
387	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$4.22M	+$967K	1	1.04%	Increased
388	AQR Capital Management Greenwich, Connecticut	$4.21M	+$177K	1	0.01%	Increased
389	Panagora Asset Management Boston, Massachusetts	$4.18M	-$490K	4	0.02%	Reduced
390	Mirae Asset Global Investments Seoul, South Korea	$4.17M	+$472K	2	0.11%	Increased
391	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$4.13M	+$238K	1	0.51%	Increased
392	Curi RMB Capital Chicago, Illinois	$4.1M	-$259K	2	0.28%	Reduced
393	CO Caldwell & Orkin Norcross, Georgia	$4.08M	-$1.69M	1	2.66%	Reduced
394	SIG Schooner Investment Group Wayne, Pennsylvania	$4.06M	+$1.47M	1	1.02%	Increased
395	MCM Marathon Capital Management Hunt Valley, Maryland	$3.96M	-$63.6K	1	2.98%	Reduced
396	Huntington National Bank Columbus, Ohio	$3.96M	+$410K	1	0.08%	Increased
397	PP Patten & Patten Chattanooga, Tennessee	$3.9M	-$31.3K	1	0.53%	Reduced
398	CIBC Asset Management Toronto, Ontario, Canada	$3.88M	+$473K	1	0.02%	Increased
399	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.87M	+$8.72K	1	0.02%	Increased
400	HM Payson & Co Portland, Maine	$3.86M	-$756K	1	0.2%	Reduced