← 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	FACM Forest Avenue Capital Management Miami, Florida	$16.2M	+$15.9M	1	3.99%	New
377	Cresset Asset Management Chicago, Illinois	$16M	+$1.56M	3	0.08%	Increased
378	Great Lakes Advisors Chicago, Illinois	$15.8M	+$12.9M	2	0.13%	Increased
379	KC Kadensa Capital Central, Hong Kong	$15.6M	+$13.7M	1	4.25%	New
380	Lido Advisors Los Angeles, California	$15.6M	-$506K	1	0.09%	Reduced
381	FNT First Nebraska Trust Lincoln, Nebraska	$15.5M	-$86.4K	1	1.6%	Reduced
382	Nissay Asset Management Tokyo, Japan	$15.5M	+$265K	1	0.11%	Increased
383	Grimes & Company Westborough, Massachusetts	$15.4M	-$189K	1	0.47%	Reduced
384	Nomura Holdings Tokyo, Japan	$15.1M	+$4.95M	2	0.04%	Increased
385	Picton Mahoney Asset Management Toronto, Ontario, Canada	$15.1M	-$521K	1	0.45%	Reduced
386	AIP ARS Investment Partners New York	$15.1M	+$70K	1	1.5%	Increased
387	ECP Electron Capital Partners New York	$15M	+$14.5M	2	0.66%	New
388	British Columbia Investment Management Victoria, British Columbia, Canada	$15M	+$521K	1	0.1%	Increased
389	Assenagon Asset Management Senningerberg, Luxembourg	$14.9M	+$2.74M	3	0.04%	Increased
390	Verition Fund Management Greenwich, Connecticut	$14.9M	-$3.29M	4	0.1%	Reduced
391	Dai-ichi Life Insurance Company Tokyo, Japan	$14.8M	-$1.9M	1	0.33%	Reduced
392	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$14.8M	-$402K	1	9.57%	Reduced
393	Jacobs Levy Equity Management Florham Park, New Jersey	$14.7M	-$438K	1	0.07%	Reduced
394	Oregon Public Employees Retirement Fund Tigard, Oregon	$14.7M	-$6.22M	4	0.29%	Reduced
395	MC Moors & Cabot Boston, Massachusetts	$14.6M	-$489K	1	0.79%	Reduced
396	TIP Torray Investment Partners Bethesda, Maryland	$14.5M	-$6.42M	1	2.18%	Reduced
397	Maryland State Retirement & Pension System Baltimore, Maryland	$14.5M	+$2.9M	5	0.29%	Increased
398	ZCM Ziegler Capital Management Chicago, Illinois	$14.4M	-$421K	2	0.55%	Reduced
399	TCOV Trust Company of Vermont Brattleboro, Vermont	$14.4M	-$1.43M	2	0.8%	Reduced
400	AHC Adell Harriman & Carpenter Houston, Texas	$14.1M	+$332K	1	1.16%	Increased