← 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	Sapient Capital Indianapolis, Indiana	$51.1M	-$35.7M	2	0.77%	Reduced
402	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$51.1M	-$582K	4	0.39%	Reduced
403	Advisory Services Network Atlanta, Georgia	$51M	+$2.58M	7	0.68%	Increased
404	Glenmede Trust Philadelphia, Pennsylvania	$51M	+$884K	3	0.25%	Increased
405	Brown Advisory Baltimore, Maryland	$50.6M	+$1.34M	3	0.08%	Increased
406	ExodusPoint Capital Management New York	$50.4M	+$51.2M	3	0.4%	Increased
407	Schonfeld Strategic Advisors New York	$50.4M	+$14.3M	4	0.35%	Increased
408	OAM Ophir Asset Management Sydney, Australia	$50.2M	+$49.4M	1	5.85%	New
409	DAM Delta Asset Management Memphis, Tennessee	$50.1M	-$869K	2	4.57%	Reduced
410	Oppenheimer & Co New York	$49.8M	+$3.19M	5	0.61%	Increased
411	BGM Burkehill Global Management New York	$49.8M	+$56.6M	1	2.47%	New
412	Allworth Financial Folsom, California	$49.4M	+$2.72M	7	0.2%	Increased
413	Defiance ETFs New York	$49.1M	+$46.4M	4	0.7%	New
414	MAM Mark Asset Management New York	$48.8M	-$2.47M	1	4.45%	Reduced
415	Oregon Public Employees Retirement Fund Tigard, Oregon	$48.7M	+$6.07K	5	0.64%	Increased
416	Chilton Investment Company Stamford, Connecticut	$48.6M	-$29.7M	2	1.14%	Reduced
417	Ethic Inc New York	$48.2M	+$49.6K	3	0.75%	Increased
418	Yousif Capital Management Bloomfield Hills, Michigan	$48.1M	-$2.04M	6	0.57%	Reduced
419	Huntington National Bank Columbus, Ohio	$48M	+$2.42M	7	0.26%	Increased
420	Macquarie Group Sydney, NSW 2000, Australia	$47.4M	-$8.41M	2	0.28%	Reduced
421	Oberweis Asset Management Lisle, Illinois	$47.3M	-$6.69M	2	1.4%	Reduced
422	PensionDanmark Copenhagen O, Denmark	$46.7M	-$43.7K	1	0.45%	Reduced
423	AOI Auto-Owners Insurance Lansing, Michigan	$46.6M	$0	1	0.97%	Maintained
424	LPU Lansdowne Partners (UK) London, United Kingdom	$46.4M	+$7M	1	2.48%	Increased
425	AssetMark Inc Concord, California	$46.3M	+$2.36M	6	0.09%	Increased