← 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
501	RAM Rempart Asset Management Montreal, Canada	$25.3M	-$4.76M	1	4.79%	Reduced
502	Atria Investments Charlotte, North Carolina	$25.2M	-$991K	4	0.29%	Reduced
503	PCM Portolan Capital Management Boston, Massachusetts	$25.2M	-$23.3M	1	1.35%	Reduced
504	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$25.1M	-$44.1M	2	0.04%	Reduced
505	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$25M	+$24.6M	2	0.6%	Increased
506	Segall Bryant & Hamill Chicago, Illinois	$25M	+$5.32M	2	0.34%	Increased
507	Y-Intercept (HK) Hong Kong	$24.9M	+$22.2M	2	0.56%	Increased
508	Eagle Global Advisors Houston, Texas	$24.8M	+$197K	1	0.92%	Increased
509	World Investment Advisors Santa Barbara, California	$24.7M	+$1.99M	3	0.4%	Increased
510	GGI Godsey & Gibb Inc Richmond, Virginia	$24.7M	-$328K	2	2.22%	Reduced
511	WIC Willis Investment Counsel Gainesville, Georgia	$24.5M	$0	1	1.27%	Maintained
512	AI Aperture Investors New York	$24.4M	-$236K	1	2.79%	Reduced
513	SCM SIR Capital Management New York	$24.4M	-$4.23M	3	2.7%	Reduced
514	Atlantic Union Bankshares Glen Allen, Virginia	$24.3M	+$825K	3	0.46%	Increased
515	Merit Financial Group Alpharetta, Georgia	$24.2M	+$2.08M	5	0.19%	Increased
516	Horizon Investments Charlotte, North Carolina	$23.9M	+$7.68M	3	0.3%	Increased
517	BOK Financial Tulsa, Oklahoma	$23.8M	+$4.38M	1	0.36%	Increased
518	Rakuten Investment Management Tokyo, Japan	$23.8M	+$3.42M	1	0.08%	Increased
519	LI Leeward Investments Boston, Massachusetts	$23.6M	-$453K	1	1.19%	Reduced
520	Dai-ichi Life Insurance Company Tokyo, Japan	$23.5M	-$1.55M	2	0.61%	Reduced
521	Capital International Sarl Los Angeles, California	$23.5M	-$10M	1	0.38%	Reduced
522	AHC Adell Harriman & Carpenter Houston, Texas	$23.4M	+$3.94M	2	1.39%	Increased
523	Vident Advisory Alpharetta, Georgia	$23.3M	+$6.93M	5	0.21%	Increased
524	VanEck Associates New York	$23.3M	+$2.16M	1	0.02%	Increased
525	KC Kadensa Capital Central, Hong Kong	$23.3M	+$8.82M	1	2.42%	Increased