← 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	Primecap Management Pasadena, California	$50.8M	$0	1	0.04%	Maintained
152	Vaughan David Investments Peoria, Illinois	$50.7M	-$330K	1	1.39%	Reduced
153	R.M. Davis Inc Portland, Maine	$50.3M	-$749K	2	1.16%	Reduced
154	Cartenna Capital Stamford, Connecticut	$49.4M	+$45.2M	1	3.04%	New
155	SG Americas Securities New York	$48.8M	+$36.2M	3	0.46%	Increased
156	FCI Financial Counselors Inc Overland Park, Kansas	$48.3M	-$222K	1	0.86%	Reduced
157	Treasurer of the State of North Carolina Raleigh, North Carolina	$48.2M	+$424K	2	0.23%	Increased
158	Ancora Advisors Cleveland, Ohio	$47.7M	-$605K	2	1.12%	Reduced
159	Kodai Capital Management Chicago, Illinois	$47.2M	+$43.1M	2	0.96%	New
160	Nomura Asset Management Tokyo, Japan	$47.2M	-$1.86M	2	0.2%	Reduced
161	Carnegie Investment Counsel Pepper Pike, Ohio	$46.7M	+$788K	2	1.6%	Increased
162	Junto Capital Management New York	$46.4M	+$42.6M	1	1.04%	New
163	Artemis Investment Management Edinburgh, United Kingdom	$46.1M	-$15.5M	1	0.67%	Reduced
164	MN Services Vermogensbeheer The Hague, Netherlands	$45.4M	-$1.32M	1	0.41%	Reduced
165	Eventide Asset Management Boston, Massachusetts	$45.4M	-$998K	1	0.74%	Reduced
166	Asset Management One Tokyo, Japan	$45.3M	-$4.25M	1	0.18%	Reduced
167	Fred Alger Management New York	$45M	+$1.98M	1	0.24%	Increased
168	Corient Private Wealth Miami, Florida	$44.9M	+$218K	3	0.08%	Increased
169	Fisher Asset Management Camas, Washington	$44.9M	-$677M	1	0.02%	Reduced
170	JSC J. Stern & Co London, United Kingdom	$44.7M	+$40.1M	1	8.14%	New
171	TCW Group Los Angeles, California	$43.8M	+$2.82M	2	0.49%	Increased
172	Royal London Asset Management United Kingdom	$43.7M	+$1.31M	1	0.13%	Increased
173	INTECH Investment Management West Palm Beach, Florida	$43.3M	-$7.66M	2	0.63%	Reduced
174	Atalanta Sosnoff Capital New York	$42.6M	+$16.8M	1	1.1%	Increased
175	CP Cumberland Partners Toronto, Ontario, Canada	$42.3M	-$401K	1	3.87%	Reduced