← 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	Davidson Kempner Capital Management New York	$40.8M	+$28.6M	1	0.49%	Increased
452	FSCM Front Street Capital Management Missoula, Montana	$40.6M	-$5.01M	2	5.38%	Reduced
453	Allstate Corporation Northbrook, Illinois	$40.4M	+$11.3M	3	0.43%	Increased
454	GIM Goodlander Investment Management Dallas, Texas	$40.4M	+$16.5M	1	13.97%	Increased
455	Advisors Asset Management Monument, Colorado	$40.1M	-$3.85M	5	0.67%	Reduced
456	Horizon Investments Charlotte, North Carolina	$39.9M	+$9.38M	3	0.45%	Increased
457	Gradient Investments Arden Hills, Minnesota	$39.5M	-$3.13M	1	0.61%	Reduced
458	Kornitzer Capital Management Shawnee Mission, Kansas	$39.5M	-$3.62M	4	0.85%	Reduced
459	WesBanco Bank Wheeling, West Virginia	$39M	-$2.09M	3	1.08%	Reduced
460	FSA Franklin Street Advisors Chapel Hill, North Carolina	$38.9M	+$7.7M	2	2.39%	Increased
461	Epoch Investment Partners New York	$38.9M	-$913K	1	0.24%	Reduced
462	OAM Ostrum Asset Management Paris, France	$38.8M	+$2.61M	2	2.18%	Increased
463	Voleon Capital Management Berkeley, California	$38.8M	-$11.8M	2	0.84%	Reduced
464	VARA Value Aligned Research Advisors Princeton, New Jersey	$38.8M	-$177M	1	0.19%	Reduced
465	Crossmark Global Holdings Houston, Texas	$38.6M	+$11.6M	4	0.57%	Increased
466	PC Port Capital Chicago, Illinois	$38.4M	+$7.52M	1	1.71%	Increased
467	iA Global Asset Management Quebec, Quebec, Canada	$38.4M	+$17.5M	1	0.54%	Increased
468	Waverly Advisors Birmingham, Alabama	$38.1M	+$1.69M	4	0.28%	Increased
469	M Mirova Paris, France	$37.9M	+$36.4M	1	1.54%	New
470	Adams Diversified Equity Fund Baltimore, Maryland	$37.8M	-$2.03M	1	1.33%	Reduced
471	TIAA Wealth Investment Management New York	$37.7M	+$35.7M	3	0.29%	New
472	ACM Alta Capital Management Salt Lake City, Utah	$37.5M	+$8.35M	1	2.91%	Increased
473	MGO One Seven Beachwood, Ohio	$37.5M	+$5.58M	4	0.75%	Increased
474	CP Cumberland Partners Toronto, Ontario, Canada	$37.5M	-$3.66M	1	2.85%	Reduced
475	Kestra Private Wealth Services Austin, Texas	$37.2M	+$2.17M	4	0.46%	Increased