← 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
126	ECP Electron Capital Partners New York	$132M	+$105M	3	6.81%	Increased
127	Clark Capital Management Group Philadelphia, Pennsylvania	$131M	+$2M	2	0.96%	Increased
128	Castle Hook Partners New York	$129M	+$120M	1	3.05%	New
129	Phoenix Financial Givatayim, Israel	$129M	+$116M	2	1.96%	Increased
130	Merewether Investment Management Dallas, Texas	$128M	+$50.4M	2	6.77%	Increased
131	Victory Capital Management San Antonio, Texas	$128M	+$8.92M	5	0.13%	Increased
132	Fifth Third Bancorp Cincinnati, Ohio	$127M	+$20.5M	5	0.48%	Increased
133	Robeco Schweiz Zurich, Switzerland	$126M	-$489K	1	2.42%	Reduced
134	Kodai Capital Management Chicago, Illinois	$125M	+$58.1M	2	2.37%	Increased
135	1832 Asset Management Toronto, Ontario, Canada	$122M	-$139M	3	0.1%	Reduced
136	Moore Capital Management New York	$121M	+$108M	2	2.09%	Increased
137	Fiduciary Management Inc Milwaukee, Wisconsin	$118M	-$135M	1	1.1%	Reduced
138	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$117M	+$67.8M	1	4.83%	Increased
139	Man Group London, United Kingdom	$117M	+$30.4M	5	0.29%	Increased
140	Retirement Systems of Alabama Montgomery, Alabama	$117M	+$6.24M	3	0.45%	Increased
141	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$114M	+$15.9M	3	0.27%	Increased
142	FFM Fullerton Fund Management Singapore	$114M	+$91.7M	2	5.12%	Increased
143	Waverton Investment Management London, United Kingdom	$113M	+$105M	1	2.14%	New
144	IP Interval Partners New York	$113M	+$68.2M	2	2.47%	Increased
145	Mariner Overland Park, Kansas	$113M	-$9.4M	5	0.22%	Reduced
146	State of Wisconsin Investment Board Madison, Wisconsin	$113M	+$23.7M	5	0.3%	Increased
147	Prudential Financial Newark, New Jersey	$113M	+$23.6M	5	0.17%	Increased
148	M&T Bank Buffalo, New York	$104M	+$14.2M	3	0.36%	Increased
149	CIP Champlain Investment Partners Burlington, Vermont	$104M	+$950K	1	0.64%	Increased
150	Aviva London, United Kingdom	$103M	+$59.8M	3	0.29%	Increased