← 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
401	LI Leeward Investments Boston, Massachusetts	$24.1M	-$76.5K	1	1.12%	Reduced
402	AMF Tjänstepension Stockholm, Sweden	$24M	$0	1	0.17%	Maintained
403	VHAM Van Hulzen Asset Management El Dorado Hills, California	$24M	-$5.69M	2	1.74%	Reduced
404	CAPTRUST Financial Advisors Raleigh, North Carolina	$23.9M	+$796K	4	0.07%	Increased
405	PP Paloma Partners Greenwich, Connecticut	$23.8M	+$20.9M	2	0.66%	Increased
406	CIG Cullen Investment Group Lafayette, Louisiana	$23.7M	+$211K	2	3.54%	Increased
407	RAM Rempart Asset Management Montreal, Canada	$23.6M	+$226K	1	4.38%	Increased
408	ACM Arosa Capital Management Miami Beach, Florida	$23.5M	-$6.89M	2	9.08%	Reduced
409	VCM Valiant Capital Management San Francisco, California	$23.4M	+$17.6M	1	1.29%	New
410	Chicago Capital Chicago, Illinois	$23M	+$1.25M	2	0.64%	Increased
411	Brown Advisory Baltimore, Maryland	$23M	-$506K	3	0.03%	Reduced
412	Engineers Gate Manager New York	$22.8M	+$788K	5	0.44%	Increased
413	Moran Wealth Management Naples, Florida	$22.6M	-$525K	1	0.7%	Reduced
414	SEM Suncoast Equity Management Tampa, Florida	$22.6M	-$959K	1	2.57%	Reduced
415	Scout Investments Kansas City, Missouri	$22.1M	-$3.06M	2	0.58%	Reduced
416	T. Rowe Price Investment Management Baltimore, Maryland	$21.8M	-$1.29M	1	0.01%	Reduced
417	Liontrust Investment Partners London, United Kingdom	$21.7M	$0	2	0.31%	Maintained
418	Atria Investments Charlotte, North Carolina	$21.5M	+$149K	3	0.27%	Increased
419	CIA CCM Investment Advisers Columbia, South Carolina	$21.5M	-$711K	1	2.4%	Reduced
420	Resona Asset Management Koto-Ku,tokyo, Japan	$21.4M	-$396K	1	0.12%	Reduced
421	Kayne Anderson Rudnick Investment Management Los Angeles, California	$21.4M	+$3.99M	3	0.05%	Increased
422	SCM Silvant Capital Management Atlanta, Georgia	$21.3M	+$7.27M	2	0.93%	Increased
423	Quantinno Capital Management New York	$21.1M	+$4.05M	3	0.27%	Increased
424	PD Point72 (DIFC) Dubai, United Arab Emirates	$20.7M	+$8.37M	2	0.7%	Increased
425	Oregon Public Employees Retirement Fund Tigard, Oregon	$20.7M	-$157K	5	0.39%	Reduced