← 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
151	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.2M	+$203K	1	2.62%	Increased
152	Aberdeen Asset Management Aberdeen, United Kingdom	$19.8M	+$10.9M	1	0.08%	Increased
153	Victory Capital Management San Antonio, Texas	$19.4M	-$8.87M	2	0.05%	Reduced
154	Trillium Asset Management Boston, Massachusetts	$19.3M	-$11M	2	1.27%	Reduced
155	Pinnacle Associates New York	$18.7M	-$328K	2	0.38%	Reduced
156	Teacher Retirement System of Texas Austin, Texas	$18.6M	-$1.36M	1	0.13%	Reduced
157	Gotham Asset Management New York	$18.4M	+$11.5M	2	0.24%	Increased
158	ACM Argent Capital Management St Louis, Missouri	$18.3M	+$6.84M	1	0.74%	Increased
159	Comerica Bank Dallas, Texas	$18M	+$3.35M	4	0.14%	Increased
160	Churchill Management Los Angeles, California	$17.5M	+$740K	1	0.58%	Increased
161	HSBC Holdings London, United Kingdom	$17.4M	+$2.96M	2	0.04%	Increased
162	Cullen/Frost Bankers San Antonio, Texas	$17.1M	-$297K	1	0.59%	Reduced
163	Numeric Investors Boston, Massachusetts	$16.8M	-$14.1M	2	0.15%	Reduced
164	BCM Beddow Capital Management Jackson, Wyoming	$16.5M	-$11.7K	2	6.56%	Reduced
165	BNP Paribas Asset Management Paris, France	$16.3M	-$314K	1	0.16%	Reduced
166	Polar Asset Management Partners Toronto, Ontario, Canada	$16.1M	+$15.8M	1	0.44%	New
167	Franklin Resources San Mateo, California	$16.1M	-$877K	2	0.01%	Reduced
168	SCP Sandhill Capital Partners Buffalo, New York	$15.6M	+$641K	2	4.3%	Increased
169	UBS O'Connor Chicago, Illinois	$15.6M	+$15.3M	1	0.3%	New
170	Panagora Asset Management Boston, Massachusetts	$15.6M	+$1.31M	3	0.07%	Increased
171	TU TDAM USA Toronto, Ontario, Canada	$15.5M	-$756K	2	0.81%	Reduced
172	MC Martin Currie Edinburgh, United Kingdom	$15.4M	-$249K	1	1.44%	Reduced
173	AIG American International Group New York	$15.3M	-$492M	4	0.06%	Reduced
174	JP Morgan Private Wealth Advisors San Francisco, California	$15.1M	-$487K	3	0.13%	Reduced
175	Hancock Whitney Gulfport, Mississippi	$15M	+$722	1	0.56%	Increased