← 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
451	Pacer Advisors Malvern, Pennsylvania	$30.4M	-$2.03M	3	0.08%	Reduced
452	Nomura Holdings Tokyo, Japan	$30.3M	+$1.62M	3	0.05%	Increased
453	Virginia Retirement Systems Richmond, Virginia	$30.2M	+$16.4M	4	0.2%	Increased
454	Moore Capital Management New York	$30.1M	-$23.4M	3	0.41%	Reduced
455	Kayne Anderson Rudnick Investment Management Los Angeles, California	$30.1M	+$2.48M	3	0.07%	Increased
456	MSR Main Street Research Lakeville, Connecticut	$29.9M	+$12.7M	1	1.62%	Increased
457	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$29.9M	-$771K	3	0.72%	Reduced
458	FSA Franklin Street Advisors Chapel Hill, North Carolina	$29.6M	+$1.57M	1	1.7%	Increased
459	Bragg Financial Advisors Charlotte, North Carolina	$29.5M	-$769K	2	0.98%	Reduced
460	Jennison Associates New York	$29.5M	-$88.6M	2	0.02%	Reduced
461	OBAM ODDO BHF Asset Management Paris, France	$29.4M	+$16.1M	2	1.12%	Increased
462	Lockheed Martin Investment Management Bethesda, Maryland	$29.4M	-$34.5M	1	1.08%	Reduced
463	SCM SIR Capital Management New York	$29.4M	-$3.9M	3	2.63%	Reduced
464	GGI Godsey & Gibb Inc Richmond, Virginia	$29.3M	-$618K	2	2.59%	Reduced
465	Rafferty Asset Management New York	$29.2M	-$669K	3	0.09%	Reduced
466	FineMark National Bank & Trust Fort Myers, Florida	$29.1M	+$484K	2	0.95%	Increased
467	RAM Rempart Asset Management Montreal, Canada	$29M	-$591K	1	5.37%	Reduced
468	WIC Willis Investment Counsel Gainesville, Georgia	$28.8M	+$84.7K	1	1.58%	Increased
469	Fiduciary Trust Boston, Massachusetts	$28.7M	+$282K	4	0.33%	Increased
470	NIM NXG Investment Management Dallas, Texas	$28.7M	+$8.94M	1	1.63%	Increased
471	Jain Global New York	$28.7M	-$24.6M	2	0.14%	Reduced
472	ONGA O'Neil Global Advisors Los Angeles, California	$28.7M	+$15M	1	5.28%	Increased
473	Winton Group London, United Kingdom	$28.6M	+$3.65M	2	1.07%	Increased
474	Atria Investments Charlotte, North Carolina	$28.5M	+$3.78M	3	0.33%	Increased
475	Chicago Capital Chicago, Illinois	$28.5M	+$455K	2	0.7%	Increased