← 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	Aviva London, United Kingdom	$22M	+$133K	1	0.12%	Increased
152	Trillium Asset Management Boston, Massachusetts	$21.9M	+$685K	2	1.31%	Increased
153	FP Foundry Partners Minneapolis, Minnesota	$21.7M	+$4.81M	1	0.89%	Increased
154	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$21.5M	+$14.9M	2	1.83%	Increased
155	Adage Capital Partners Boston, Massachusetts	$21.1M	-$28.6M	1	0.05%	Reduced
156	Two Sigma Advisers New York	$21M	-$4.28M	3	0.07%	Reduced
157	Churchill Management Los Angeles, California	$20.8M	-$414K	1	0.54%	Reduced
158	Nomura Asset Management Tokyo, Japan	$20.6M	+$547K	1	0.28%	Increased
159	BNP Paribas Financial Markets Paris, France	$20.1M	-$14.5M	5	0.06%	Reduced
160	Anchor Capital Advisors Boston, Massachusetts	$19.9M	+$6.75M	1	0.73%	Increased
161	Polar Asset Management Partners Toronto, Ontario, Canada	$19.7M	-$3.86M	1	0.46%	Reduced
162	Bowen Hanes & Co Ponte Vedra Beach, Florida	$19.6M	+$17.5M	1	0.96%	Increased
163	HSBC Holdings London, United Kingdom	$19.3M	-$566K	1	0.04%	Reduced
164	SCP Sandhill Capital Partners Buffalo, New York	$19.2M	+$357K	2	4.05%	Increased
165	Comerica Bank Dallas, Texas	$18.8M	-$572K	4	0.14%	Reduced
166	Brown Advisory Baltimore, Maryland	$18.5M	+$12.7M	2	0.06%	Increased
167	ACI AMP Capital Investors Sydney, Australia	$18.5M	-$3.17M	2	0.11%	Reduced
168	JP Morgan Private Wealth Advisors San Francisco, California	$17.8M	+$199K	2	0.14%	Increased
169	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.7M	-$220K	1	3.69%	Reduced
170	Cullen/Frost Bankers San Antonio, Texas	$17.6M	-$1.02M	1	0.59%	Reduced
171	AIG American International Group New York	$17.5M	+$69.3K	3	0.06%	Increased
172	Ferguson Wellman Capital Management Portland, Oregon	$17.5M	+$4.15M	1	0.66%	Increased
173	ACM Argent Capital Management St Louis, Missouri	$17.5M	-$3.92M	1	0.7%	Reduced
174	Daiwa Securities Group Tokyo, Japan	$17.1M	-$4.91M	1	0.11%	Reduced
175	Zurich Cantonal Bank Zurich, Switzerland	$16.9M	+$4.1M	3	0.17%	Increased