← 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	State of Alaska Department of Revenue Juneau, Alaska	$38.7M	-$1.55M	6	0.4%	Reduced
402	HC Henshaw Capital Woburn, Massachusetts	$38.1M	-$1.16M	1	1.42%	Reduced
403	ROC Running Oak Capital Edina, Minnesota	$37.9M	-$4.27M	2	4.26%	Reduced
404	F.L. Putnam Investment Management Lynnfield, Massachusetts	$37.9M	+$333K	3	0.57%	Increased
405	Carson Wealth (CWM LLC) Omaha, Nebraska	$37.8M	+$11.9M	6	0.11%	Increased
406	ACM Alta Capital Management Salt Lake City, Utah	$37.8M	+$36.7M	1	2.1%	New
407	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$37.6M	+$7.45M	3	0.6%	Increased
408	BCM Bornite Capital Management New York	$37.4M	-$2.24M	1	3.48%	Reduced
409	Empowered Funds Havertown, Pennsylvania	$37M	+$11M	2	0.37%	Increased
410	OAM Ophir Asset Management Sydney, Australia	$37M	-$16.3M	1	4.56%	Reduced
411	ASR Vermogensbeheer Utrecht, Netherlands	$36.9M	+$1M	2	0.45%	Increased
412	Liontrust Investment Partners London, United Kingdom	$36.7M	+$9.63M	2	0.54%	Increased
413	PEAK6 Chicago, Illinois	$36.5M	+$13.6M	3	0.05%	Increased
414	Panagora Asset Management Boston, Massachusetts	$36.5M	-$6.73M	4	0.15%	Reduced
415	EN1L Engine No 1 LLC San Francisco, California	$36.3M	-$10.4M	1	40.95%	Reduced
416	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$35.7M	+$4.08M	2	0.54%	Increased
417	AssetMark Inc Concord, California	$35.6M	+$2.87M	5	0.08%	Increased
418	INTECH Investment Management West Palm Beach, Florida	$35.4M	+$9.94M	6	0.32%	Increased
419	Banque Transatlantique Paris, France	$35.3M	+$32.8M	2	0.86%	Increased
420	GAMCO Investors Greenwich, Connecticut	$35.3M	-$579K	4	0.34%	Reduced
421	Envestnet Portfolio Solutions Chicago, Illinois	$35.2M	+$700K	3	0.13%	Increased
422	OCAM Owl Creek Asset Management New York	$35.1M	+$161K	1	1.11%	Increased
423	Comerica Bank Dallas, Texas	$34.9M	-$2.1M	4	0.13%	Reduced
424	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$34.8M	+$329K	3	2.28%	Increased
425	Klingenstein Fields & Co New York	$34.7M	-$1.57K	2	1.31%	Reduced