← 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	Comerica Bank Dallas, Texas	$34.8M	-$2.15M	3	0.14%	Reduced
427	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$34.8M	+$6.09M	2	0.28%	Increased
428	Aptus Capital Advisors Fairhope, Alabama	$34.6M	+$5.02M	3	0.25%	Increased
429	FSCM Front Street Capital Management Missoula, Montana	$34.6M	-$1.62M	2	4.92%	Reduced
430	QRG Capital Management Chicago, Illinois	$34.6M	-$4.39M	3	0.39%	Reduced
431	GAMCO Investors Greenwich, Connecticut	$34.5M	-$554K	4	0.33%	Reduced
432	Edmond de Rothschild Holding Chambesy, Switzerland	$34.4M	+$12.7M	3	0.49%	Increased
433	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$34.3M	+$33.9M	2	0.29%	New
434	AssetMark Inc Concord, California	$34.3M	+$439K	5	0.07%	Increased
435	AHT Amanah Holdings Trust London,	$34.1M	+$31.8M	1	4.99%	New
436	WesBanco Bank Wheeling, West Virginia	$34M	-$2.2M	3	0.94%	Reduced
437	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$33.9M	-$1.36M	2	0.45%	Reduced
438	Envestnet Portfolio Solutions Chicago, Illinois	$33.7M	+$2.84M	3	0.12%	Increased
439	Banque Transatlantique Paris, France	$33.4M	+$2.28M	2	0.81%	Increased
440	Oppenheimer Asset Management New York	$33.2M	+$8.32M	5	0.41%	Increased
441	SAM Scopus Asset Management New York	$33.1M	-$37.4M	3	0.54%	Reduced
442	Loomis, Sayles & Company Boston, Massachusetts	$33M	+$69.5K	4	0.04%	Increased
443	Sculptor Capital New York	$32.7M	-$22.2M	1	0.34%	Reduced
444	GIM Generate Investment Management Auckland, New Zealand	$32.4M	+$24M	2	1.48%	Increased
445	MSR Main Street Research Lakeville, Connecticut	$32.1M	+$317K	1	1.84%	Increased
446	Schonfeld Strategic Advisors New York	$32.1M	-$22.5M	3	0.14%	Reduced
447	Jump Financial Chicago, Illinois	$31.9M	+$22.6M	3	0.39%	Increased
448	OAM Ostrum Asset Management Paris, France	$31.8M	+$2.37M	2	1.52%	Increased
449	WFA Wedbush Fund Advisers Pasadena, California	$31.7M	+$29.5M	1	3.27%	New
450	ROC Running Oak Capital Edina, Minnesota	$31.6M	-$4.55M	2	3.96%	Reduced