← 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	JLBC J.L. Bainbridge & Co Sarasota, Florida	$57.1M	-$543K	2	5.09%	Reduced
377	ABN AMRO Investment Solutions Paris Cedex 008,	$57.1M	+$39.7M	2	0.74%	Increased
378	T. Rowe Price Investment Management Baltimore, Maryland	$56.9M	-$24.6M	1	0.04%	Reduced
379	NOCM Night Owl Capital Management Greenwich, Connecticut	$56.3M	-$20.3M	1	6.56%	Reduced
380	Wealthfront Advisers Palo Alto, California	$55.7M	+$3.81M	3	0.12%	Increased
381	Munich Reinsurance Munich,	$55.2M	+$54.7M	1	1.36%	Increased
382	Pinnacle Associates New York	$55.1M	+$30.8K	3	0.71%	Increased
383	Lansforsakringar Fondforvaltning Stockholm, Sweden	$55.1M	+$5.3M	2	0.29%	Increased
384	Citizens Financial Group Providence, Rhode Island	$54.8M	-$4.52M	3	0.76%	Reduced
385	PCM Portolan Capital Management Boston, Massachusetts	$54.5M	+$11.6M	3	2.9%	Increased
386	Summit Partners Public Asset Management Boston, Massachusetts	$54.5M	-$129M	2	1.46%	Reduced
387	NEOS Investment Management Westport, Connecticut	$54.3M	-$53.4M	2	0.27%	Reduced
388	Trillium Asset Management Boston, Massachusetts	$54.2M	+$15.5M	3	1.8%	Increased
389	HC Henshaw Capital Woburn, Massachusetts	$54.1M	$0	1	2.01%	Maintained
390	F.L. Putnam Investment Management Lynnfield, Massachusetts	$53.7M	+$4.9M	3	0.8%	Increased
391	Winton Group London, United Kingdom	$53.7M	+$13.1M	3	1.88%	Increased
392	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$53.6M	+$2.49M	2	0.66%	Increased
393	SWM Segment Wealth Management Houston, Texas	$53.5M	-$3.23M	1	3.14%	Reduced
394	Private Advisor Group Morristown, New Jersey	$53.2M	+$2.68M	4	0.25%	Increased
395	Rathbones Group Liverpool, United Kingdom	$52.8M	-$13.8M	2	0.21%	Reduced
396	Walleye Capital New York	$52.5M	-$14.6M	6	0.22%	Reduced
397	OMG One Madison Group New York	$52.4M	-$4.68M	1	6.05%	Reduced
398	British Columbia Investment Management Victoria, British Columbia, Canada	$51.8M	-$14M	2	0.31%	Reduced
399	Ferguson Wellman Capital Management Portland, Oregon	$51.6M	+$429K	2	0.71%	Increased
400	Stratos Wealth Partners Beachwood, Ohio	$51.2M	+$658K	4	0.58%	Increased