← 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	Cartenna Capital Stamford, Connecticut	$26.7M	+$28M	1	6.4%	New
152	Vaughan David Investments Peoria, Illinois	$26.4M	+$27.7M	1	0.89%	New
153	Federated Hermes Pittsburgh, Pennsylvania	$26.4M	+$1.26M	3	0.08%	Increased
154	AIG American International Group New York	$26.3M	-$780K	4	0.19%	Reduced
155	Davis Selected Advisers Tucson, Arizona	$26.1M	+$134K	1	0.19%	Increased
156	Crawford Investment Counsel Atlanta, Georgia	$25.7M	-$764K	3	0.61%	Reduced
157	Cullen/Frost Bankers San Antonio, Texas	$25.6M	+$293K	2	0.59%	Increased
158	Ancora Advisors Cleveland, Ohio	$25.5M	+$406K	1	0.79%	Increased
159	Folketrygdfondet Oslo Norway, Norway	$25.4M	+$9.71M	1	0.57%	Increased
160	Employees Retirement System of Texas Austin, Texas	$25.2M	+$4.01M	1	0.38%	Increased
161	Treasurer of the State of North Carolina Raleigh, North Carolina	$25.1M	+$127K	2	0.17%	Increased
162	Zurich Cantonal Bank Zurich, Switzerland	$24.9M	+$3.17M	3	0.15%	Increased
163	Asset Management One Tokyo, Japan	$24.6M	-$91K	1	0.12%	Reduced
164	SIM Sadoff Investment Management Milwaukee, Wisconsin	$24.5M	-$584K	1	1.91%	Reduced
165	CT Cambridge Trust Cambridge, Massachusetts	$24.4M	+$5.11M	3	1.16%	Increased
166	Nomura Asset Management Tokyo, Japan	$24.2M	+$1.53M	2	0.15%	Increased
167	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$24.1M	+$25.3M	1	0.5%	New
168	Verition Fund Management Greenwich, Connecticut	$23.7M	+$15.8M	2	0.27%	Increased
169	MAI Capital Management Independence, Ohio	$23.5M	+$1.28M	2	0.44%	Increased
170	GD Grandfield & Dodd New York	$23.5M	+$530K	2	1.92%	Increased
171	UMB Bank Kansas City, Missouri	$23.4M	-$67.6K	3	0.39%	Reduced
172	Williams Jones Wealth Management New York	$23M	+$360K	2	0.4%	Increased
173	Schonfeld Strategic Advisors New York	$22.4M	+$4.47M	4	0.19%	Increased
174	Jupiter Asset Management London, United Kingdom	$22.3M	+$9M	1	0.34%	Increased
175	Carnegie Investment Counsel Pepper Pike, Ohio	$21.9M	+$3.95M	1	1.05%	Increased