← 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	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$46.2M	+$2.07M	2	3.75%	Increased
427	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$46.2M	+$2.82M	2	0.6%	Increased
428	Crawford Investment Counsel Atlanta, Georgia	$45.6M	-$2.66M	4	0.78%	Reduced
429	AHT Amanah Holdings Trust London,	$45.5M	$0	1	5.01%	Maintained
430	Park National Corp Newark, Ohio	$45.4M	-$4.08M	2	1.38%	Reduced
431	CA Cornerstone Advisors Asheville, North Carolina	$45.3M	+$15.5M	2	1.67%	Increased
432	Vinva Investment Management Sydney, Australia	$45M	+$1.03M	3	0.56%	Increased
433	Capital International Inc Los Angeles, California	$44.9M	+$18M	1	0.35%	Increased
434	AI Aperture Investors New York	$44.6M	+$8.21M	2	5.64%	Increased
435	Oppenheimer Asset Management New York	$44.5M	+$3.96M	5	0.51%	Increased
436	ASR Vermogensbeheer Utrecht, Netherlands	$44.4M	+$695K	2	0.52%	Increased
437	Apollon Wealth Management Mount Pleasant, South Carolina	$44.4M	+$8.38M	2	0.72%	Increased
438	MSR Main Street Research Lakeville, Connecticut	$44.2M	+$1.19M	1	2.57%	Increased
439	TCM Thames Capital Management Roseland, New Jersey	$44M	-$3.16M	1	7.88%	Reduced
440	Jupiter Asset Management London, United Kingdom	$43.9M	-$7.11M	1	0.23%	Reduced
441	State of Alaska Department of Revenue Juneau, Alaska	$43.9M	+$17.1K	6	0.47%	Increased
442	Algert Global San Francisco, California	$43.1M	-$2.19M	4	0.65%	Reduced
443	Scotia Capital Toronto, Ontario, Canada	$42.8M	+$11M	2	0.18%	Increased
444	Natixis Paris, France	$42.1M	-$18.8M	1	0.15%	Reduced
445	GAMCO Investors Greenwich, Connecticut	$41.8M	+$208K	4	0.41%	Increased
446	Clearstead Advisors Cleveland, Ohio	$41.5M	+$14.5M	4	0.38%	Increased
447	Covea Finance Paris, France	$41.3M	-$11.2M	1	1.44%	Reduced
448	Advisors Capital Management Ridgewood, New Jersey	$41.3M	-$570K	2	0.48%	Reduced
449	Royce & Associates New York	$41.1M	-$5.42M	3	0.41%	Reduced
450	Aptus Capital Advisors Fairhope, Alabama	$41M	+$120K	3	0.32%	Increased