← 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	Exchange Traded Concepts Oklahoma City, Oklahoma	$34M	-$1.88M	3	0.24%	Reduced
502	VanEck Associates New York	$33.4M	+$6.51M	2	0.03%	Increased
503	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$33M	-$221K	3	2.1%	Reduced
504	Braun Stacey Associates New York	$32.9M	-$888K	1	1.09%	Reduced
505	Rakuten Investment Management Tokyo, Japan	$32.9M	+$3.39M	1	0.07%	Increased
506	MC Maplelane Capital New York	$32.7M	+$37.1M	1	1.17%	New
507	Brinker Capital Investments Berwyn, Pennsylvania	$32.7M	-$4.05M	5	0.28%	Reduced
508	CA CapWealth Advisors Franklin, Tennessee	$32.3M	-$6.64M	1	2.4%	Reduced
509	Quadrature Capital London, United Kingdom	$32.1M	-$213M	2	0.38%	Reduced
510	Atria Investments Charlotte, North Carolina	$32.1M	+$1.47M	4	0.36%	Increased
511	Hudson Bay Capital Management Stamford, Connecticut	$32M	+$16.4M	5	0.11%	Increased
512	CCM Cinctive Capital Management New York	$31.9M	+$32.3M	2	2.08%	Increased
513	Klingenstein Fields & Co New York	$31.7M	-$743K	2	1.25%	Reduced
514	Davenport & Co Richmond, Virginia	$31.5M	+$7.04M	3	0.17%	Increased
515	Venture Visionary Partners Sylvania, Ohio	$31.4M	-$2.41M	3	1.05%	Reduced
516	Ceredex Value Advisors Orlando, Florida	$31.4M	+$12.8M	1	0.99%	Increased
517	ROC Running Oak Capital Edina, Minnesota	$30.9M	-$5.03M	2	4.17%	Reduced
518	Kayne Anderson Rudnick Investment Management Los Angeles, California	$30.8M	+$1.39M	3	0.09%	Increased
519	Hantz Financial Services Southfield, Michigan	$30.8M	+$5.22M	5	0.47%	Increased
520	Envestnet Portfolio Solutions Chicago, Illinois	$30.6M	-$8.03M	3	0.17%	Reduced
521	Cannell & Spears New York	$30.5M	+$24.6K	3	0.6%	Increased
522	AHC Adell Harriman & Carpenter Houston, Texas	$30.5M	+$3.08M	2	1.86%	Increased
523	DWA Dorsey Wright & Associates Pasadena, California	$30.3M	+$14.1M	2	3.76%	Increased
524	NP NS Partners London, United Kingdom	$30.2M	+$27M	1	1.35%	New
525	Atlantic Union Bankshares Glen Allen, Virginia	$30.2M	+$2.31M	3	0.58%	Increased