← 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	Renaissance Technologies New York	$33.6M	+$8.25M	5	0.05%	Increased
152	D.E. Shaw & Co New York	$33.4M	-$47.8M	6	0.04%	Reduced
153	FCI Financial Counselors Inc Overland Park, Kansas	$33.3M	-$160K	1	0.75%	Reduced
154	R.M. Davis Inc Portland, Maine	$33.2M	+$1.11M	1	0.89%	Increased
155	Federated Hermes Pittsburgh, Pennsylvania	$32.6M	+$1.06M	3	0.09%	Increased
156	Eventide Asset Management Boston, Massachusetts	$32.5M	-$1.04M	1	0.64%	Reduced
157	TAM Thematics Asset Management Paris, France	$32.2M	+$30.9M	1	1.95%	New
158	Asset Management One Tokyo, Japan	$32.2M	+$3.15M	1	0.16%	Increased
159	Vaughan David Investments Peoria, Illinois	$32M	+$842K	1	0.95%	Increased
160	Folketrygdfondet Oslo Norway, Norway	$30.8M	+$608K	1	0.65%	Increased
161	Nomura Asset Management Tokyo, Japan	$30.8M	+$2.22M	2	0.18%	Increased
162	Davis Selected Advisers Tucson, Arizona	$30.7M	+$29.3K	1	0.21%	Increased
163	Ancora Advisors Cleveland, Ohio	$30.2M	+$276K	2	0.87%	Increased
164	Treasurer of the State of North Carolina Raleigh, North Carolina	$30M	+$372K	2	0.18%	Increased
165	MN Services Vermogensbeheer The Hague, Netherlands	$29.9M	-$4.89M	1	0.33%	Reduced
166	Employees Retirement System of Texas Austin, Texas	$29.7M	$0	1	0.43%	Maintained
167	Crawford Investment Counsel Atlanta, Georgia	$29.6M	-$1.75M	3	0.64%	Reduced
168	AIG American International Group New York	$29.6M	-$1.82M	4	0.21%	Reduced
169	Gateway Investment Advisers Cincinnati, Ohio	$29.5M	-$2.3M	1	0.37%	Reduced
170	CT Cambridge Trust Cambridge, Massachusetts	$29.4M	+$630K	3	1.31%	Increased
171	SCM Sandler Capital Management New York	$29M	-$7.63M	1	2.97%	Reduced
172	MAI Capital Management Independence, Ohio	$28.8M	+$1.03M	2	0.48%	Increased
173	Carnegie Investment Counsel Pepper Pike, Ohio	$28.5M	+$2.63M	1	1.23%	Increased
174	SW SVB Wealth Boston, Massachusetts	$28.4M	+$3.73M	2	0.38%	Increased
175	Williams Jones Wealth Management New York	$28.3M	+$1.18M	2	0.47%	Increased