← 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
476	CCP Clough Capital Partners Boston, Massachusetts	$37M	+$21.2M	2	3.56%	Increased
477	AP Appleton Partners Boston, Massachusetts	$36.8M	-$1.06M	2	2.57%	Reduced
478	SAM Scopus Asset Management New York	$36.8M	-$3.41M	3	0.64%	Reduced
479	Castleark Management Chicago, Illinois	$36.6M	-$20.7M	3	1.21%	Reduced
480	NIP Nicholas Investment Partners Rancho Santa Fe, California	$36.6M	+$6.86K	2	2.64%	Increased
481	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$36.5M	-$6.41M	2	0.32%	Reduced
482	Vident Advisory Alpharetta, Georgia	$35.9M	+$6.29M	5	0.31%	Increased
483	Loomis, Sayles & Company Boston, Massachusetts	$35.8M	-$10.2M	4	0.05%	Reduced
484	Elo Mutual Pension Insurance Espoo, Finland	$35.7M	-$2.67M	2	0.59%	Reduced
485	Equitable Holdings New York	$35.6M	+$13.8M	2	0.23%	Increased
486	Capital International Sarl Los Angeles, California	$35.5M	+$3.75M	1	0.58%	Increased
487	Fiduciary Trust Boston, Massachusetts	$35.4M	+$185K	4	0.42%	Increased
488	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$35.3M	+$12.6M	3	1.45%	Increased
489	Merit Financial Group Alpharetta, Georgia	$35.2M	+$4.21M	5	0.26%	Increased
490	New York Life Investment Management New York	$35.2M	+$715K	1	0.3%	Increased
491	VOMP Vision One Management Partners Miami, Florida	$35.2M	+$1.73M	1	15.15%	Increased
492	Edmond de Rothschild Holding Chambesy, Switzerland	$34.9M	-$4.79M	3	0.51%	Reduced
493	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$34.9M	+$15.9M	2	2.29%	Increased
494	Bradley Foster & Sargent Hartford, Connecticut	$34.6M	+$2.87M	3	0.54%	Increased
495	Squarepoint New York	$34.5M	-$296M	6	0.04%	Reduced
496	Capital Group Private Client Services Los Angeles, California	$34.5M	-$15.1M	1	0.58%	Reduced
497	WFA Wedbush Fund Advisers Pasadena, California	$34.2M	-$7.21M	1	3.96%	Reduced
498	Concurrent Investment Advisors Tampa, Florida	$34.2M	-$243K	4	0.37%	Reduced
499	Kennedy Capital Management St Louis, Missouri	$34.1M	+$1.65M	4	0.72%	Increased
500	Pacer Advisors Malvern, Pennsylvania	$34.1M	-$10M	4	0.1%	Reduced