← 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
426	GGI Godsey & Gibb Inc Richmond, Virginia	$21M	+$163K	1	2.06%	Increased
427	Allworth Financial Folsom, California	$20.8M	+$900K	6	0.12%	Increased
428	Envestnet Portfolio Solutions Chicago, Illinois	$20.4M	-$5.84M	3	0.08%	Reduced
429	ASR Vermogensbeheer Utrecht, Netherlands	$20.3M	+$23.3M	2	0.3%	New
430	OP Oslo Pensjonsforsikring Oslo,	$20.3M	-$152K	3	3.07%	Reduced
431	U.S. Capital Wealth Advisors Austin, Texas	$20.2M	+$2.08M	2	0.62%	Increased
432	Chicago Capital Chicago, Illinois	$20.1M	+$147K	2	0.57%	Increased
433	Kayne Anderson Rudnick Investment Management Los Angeles, California	$19.9M	+$224K	3	0.05%	Increased
434	CIG Cullen Investment Group Lafayette, Louisiana	$19.8M	+$331K	2	3.01%	Increased
435	ACM Anomaly Capital Management New York	$19.7M	+$22.5M	1	0.92%	New
436	HC Henshaw Capital Woburn, Massachusetts	$19.6M	-$39.2K	2	0.86%	Reduced
437	GIM Goodlander Investment Management Dallas, Texas	$19.5M	+$10.1M	1	16.67%	Increased
438	Grimes & Company Westborough, Massachusetts	$19.3M	+$8.68M	2	0.6%	Increased
439	Prime Capital Investment Advisors Overland Park, Kansas	$19.2M	+$6.85M	3	0.22%	Increased
440	Oregon Public Employees Retirement Fund Tigard, Oregon	$19M	-$31.7K	5	0.37%	Reduced
441	LI Leeward Investments Boston, Massachusetts	$18.9M	-$981K	1	1.01%	Reduced
442	AssetMark Inc Concord, California	$18.9M	+$3.94M	5	0.05%	Increased
443	Gradient Investments Arden Hills, Minnesota	$18.8M	+$4.84M	1	0.38%	Increased
444	SEM Suncoast Equity Management Tampa, Florida	$18.8M	+$508K	1	2.12%	Increased
445	Capital International Sarl Los Angeles, California	$18.7M	-$4.69M	2	0.42%	Reduced
446	ExodusPoint Capital Management New York	$18.7M	-$936K	4	0.18%	Reduced
447	Meiji Yasuda Life Insurance Tokyo, Japan	$18.7M	+$1.93M	2	0.37%	Increased
448	Bank of Nova Scotia Toronto, Ontario, Canada	$18.7M	-$6.39M	2	0.04%	Reduced
449	AIM Allen Investment Management New York	$18.5M	$0	1	0.22%	Maintained
450	OAM Ophir Asset Management Sydney, Australia	$18.4M	+$7.64M	1	3.22%	Increased