← 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	LPU Lansdowne Partners (UK) London, United Kingdom	$45.1M	-$26.8M	1	4.13%	Reduced
152	Jane Street New York	$44.9M	+$24.8M	4	0.01%	Increased
153	JLBC J.L. Bainbridge & Co Sarasota, Florida	$44.2M	+$9.33M	2	5.93%	Increased
154	Asset Management One Tokyo, Japan	$44.2M	+$1.8M	1	0.2%	Increased
155	BCM Bornite Capital Management New York	$43.7M	+$16.2M	1	13.19%	Increased
156	Nomura Asset Management Tokyo, Japan	$43.6M	-$3.79M	2	0.2%	Reduced
157	Prudential Financial Newark, New Jersey	$43.5M	-$11.1M	4	0.07%	Reduced
158	FCI Financial Counselors Inc Overland Park, Kansas	$43M	+$129K	1	0.86%	Increased
159	Ancora Advisors Cleveland, Ohio	$42.8M	+$423K	2	1.14%	Increased
160	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$42.4M	+$42.8M	1	0.07%	New
161	Treasurer of the State of North Carolina Raleigh, North Carolina	$42.4M	+$215K	2	0.23%	Increased
162	CP Cumberland Partners Toronto, Ontario, Canada	$42M	-$3.05M	1	4.04%	Reduced
163	Renaissance Technologies New York	$41.9M	-$9.46M	3	0.07%	Reduced
164	Eventide Asset Management Boston, Massachusetts	$41.8M	-$787K	1	0.75%	Reduced
165	MN Services Vermogensbeheer The Hague, Netherlands	$41.5M	+$755K	1	0.4%	Increased
166	ACM Argent Capital Management St Louis, Missouri	$41.1M	-$4.35M	1	1.46%	Reduced
167	Carnegie Investment Counsel Pepper Pike, Ohio	$40.6M	-$710K	1	1.56%	Reduced
168	VOYA Investment Management Atlanta, Georgia	$39.6M	-$1.98M	4	0.04%	Reduced
169	Corient Private Wealth Miami, Florida	$39.6M	-$521K	2	0.09%	Reduced
170	WI Wafra Inc New York	$39.5M	$0	1	1.32%	Maintained
171	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$38.6M	-$546K	1	0.15%	Reduced
172	Mackenzie Financial Toronto Ontario, Ontario, Canada	$38.6M	-$2.89M	1	0.06%	Reduced
173	Cullen/Frost Bankers San Antonio, Texas	$38.3M	-$7.1M	1	0.67%	Reduced
174	FFM Fullerton Fund Management Singapore	$38M	-$6.35M	1	2.66%	Reduced
175	Fred Alger Management New York	$37.9M	-$23.5M	1	0.22%	Reduced