← 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	Ethic Inc New York	$38.8M	+$960K	3	0.6%	Increased
402	MAM Mark Asset Management New York	$38.6M	-$7.83M	1	2.56%	Reduced
403	Capital Group Private Client Services Los Angeles, California	$38.5M	-$10.2M	1	0.61%	Reduced
404	Oppenheimer & Co New York	$38.1M	-$1.64M	4	0.54%	Reduced
405	Gradient Investments Arden Hills, Minnesota	$38M	+$3.58M	1	0.6%	Increased
406	Algert Global San Francisco, California	$37.6M	+$4.17M	3	0.59%	Increased
407	Park National Corp Newark, Ohio	$37.6M	-$7.92M	2	1.17%	Reduced
408	Stratos Wealth Partners Beachwood, Ohio	$37.4M	+$5.45M	4	0.42%	Increased
409	Huntington National Bank Columbus, Ohio	$37.3M	+$177K	6	0.22%	Increased
410	Tema ETFs New York	$37.2M	-$3.63M	2	2.89%	Reduced
411	Verition Fund Management Greenwich, Connecticut	$37M	+$6.29M	6	0.15%	Increased
412	Advisory Services Network Atlanta, Georgia	$36.9M	+$3.67M	4	0.52%	Increased
413	Vinva Investment Management Sydney, Australia	$36.9M	+$12.2M	2	0.46%	Increased
414	CP Cumberland Partners Toronto, Ontario, Canada	$36.7M	-$984K	1	2.25%	Reduced
415	Advisors Capital Management Ridgewood, New Jersey	$36.7M	+$825K	2	0.43%	Increased
416	Pacer Advisors Malvern, Pennsylvania	$36M	+$6.47M	4	0.09%	Increased
417	TCM Thames Capital Management Roseland, New Jersey	$35.6M	$0	1	5.17%	Maintained
418	Epoch Investment Partners New York	$35.4M	-$4.71M	1	0.2%	Reduced
419	ASR Vermogensbeheer Utrecht, Netherlands	$35.1M	-$304K	2	0.41%	Reduced
420	PEAK6 Chicago, Illinois	$35M	-$2.75M	3	0.07%	Reduced
421	LPU Lansdowne Partners (UK) London, United Kingdom	$35M	+$39M	1	2.57%	New
422	PensionDanmark Copenhagen O, Denmark	$35M	+$32.6M	1	0.32%	New
423	Advisors Asset Management Monument, Colorado	$34.9M	-$5.18M	5	0.59%	Reduced
424	AOI Auto-Owners Insurance Lansing, Michigan	$34.9M	+$13.4M	1	0.73%	Increased
425	State of Alaska Department of Revenue Juneau, Alaska	$34.8M	-$2.71M	6	0.37%	Reduced