← 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	Woodline Partners San Francisco, California	$26.3M	-$44M	3	0.18%	Reduced
402	Bank of Nova Scotia Toronto, Ontario, Canada	$26.2M	+$13.8M	1	0.05%	Increased
403	Resona Asset Management Koto-Ku,tokyo, Japan	$26.2M	-$1.52M	1	0.16%	Reduced
404	Bragg Financial Advisors Charlotte, North Carolina	$26M	-$1.54M	2	1.05%	Reduced
405	WCCM Webs Creek Capital Management Dallas, Texas	$25.9M	+$6.28M	1	6.24%	Increased
406	NRG Nemes Rush Group Novi, Michigan	$25.9M	+$52.7K	2	3.2%	Increased
407	SCM Silvant Capital Management Atlanta, Georgia	$25.8M	-$33.3K	2	1.07%	Reduced
408	ACM Arosa Capital Management Miami Beach, Florida	$25.8M	-$2.4M	2	10.33%	Reduced
409	Twin Tree Management Dallas, Texas	$25.7M	+$27.2M	1	0.05%	New
410	Kovitz Investment Group Partners Chicago, Illinois	$25.7M	+$6.28M	3	0.13%	Increased
411	Brown Advisory Baltimore, Maryland	$25.7M	+$91.6K	3	0.03%	Increased
412	Acadian Asset Management Boston, Massachusetts	$25.6M	-$5.73M	2	0.07%	Reduced
413	PR Payden & Rygel Los Angeles, California	$25.6M	-$1.54M	1	2.21%	Reduced
414	Jefferies Financial Group New York	$25.6M	-$12.7M	3	0.15%	Reduced
415	Allworth Financial Folsom, California	$25.6M	+$1.82M	6	0.14%	Increased
416	Quantinno Capital Management New York	$25.6M	+$3.26M	3	0.25%	Increased
417	VHAM Van Hulzen Asset Management El Dorado Hills, California	$25.5M	+$1.37M	3	1.86%	Increased
418	Mediolanum International Funds Dublin 1, Ireland	$25.5M	+$16.1M	2	0.33%	Increased
419	Capital International Sarl Los Angeles, California	$25.4M	+$4.03M	2	0.59%	Increased
420	GGI Godsey & Gibb Inc Richmond, Virginia	$25.4M	-$881K	1	2.54%	Reduced
421	Jain Global New York	$25.1M	+$23.8M	1	0.75%	New
422	Schonfeld Strategic Advisors New York	$25M	-$63.1M	3	0.15%	Reduced
423	Meitav Investment House Bene-Beraq, Israel	$24.5M	-$29M	1	0.41%	Reduced
424	ACP Albar Capital Partners London, United Kingdom	$24.3M	+$25.7M	1	5.85%	New
425	SC Sagefield Capital Dallas, Texas	$24.2M	-$19M	2	2.63%	Reduced