← 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
176	Citadel Advisors Miami, Florida	$17.4M	-$11.9M	4	0.01%	Reduced
177	AQR Arbitrage Greenwich, Connecticut	$17.2M	+$20.1K	1	0.24%	Increased
178	Loomis, Sayles & Company Boston, Massachusetts	$16.6M	-$8.54M	3	0.04%	Reduced
179	LPU Lansdowne Partners (UK) London, United Kingdom	$16.5M	-$781K	1	0.24%	Reduced
180	Jane Street New York	$16.2M	+$736K	2	0.03%	Increased
181	Nomura Asset Management Tokyo, Japan	$16M	+$2.05M	1	0.18%	Increased
182	Ferguson Wellman Capital Management Portland, Oregon	$15.9M	-$331K	1	0.61%	Reduced
183	Anchor Capital Advisors Boston, Massachusetts	$15.7M	-$578K	1	0.64%	Reduced
184	AIC AWM Investment Company New York	$15.4M	-$946K	1	3.36%	Reduced
185	Pinnacle Associates New York	$15.4M	-$390K	2	0.4%	Reduced
186	HA Heartland Advisors Milwaukee, Wisconsin	$15.3M	-$371K	2	1.26%	Reduced
187	ACI AMP Capital Investors Sydney, Australia	$15.1M	-$2.01M	1	0.1%	Reduced
188	FP Foundry Partners Minneapolis, Minnesota	$15.1M	+$538K	1	0.68%	Increased
189	United Capital Financial Advisors Irving, Texas	$14.8M	-$54.4K	2	0.12%	Reduced
190	Cullen/Frost Bankers San Antonio, Texas	$14.7M	-$1.87M	2	0.55%	Reduced
191	Guggenheim Capital Chicago, Illinois	$14.6M	-$2.98M	2	0.12%	Reduced
192	MN Services Vermogensbeheer The Hague, Netherlands	$14.4M	+$12.7M	1	0.22%	Increased
193	GD Grandfield & Dodd New York	$14.4M	+$666K	1	1.7%	Increased
194	Royal London Asset Management United Kingdom	$14.3M	-$9.28M	2	0.13%	Reduced
195	QS Investors New York	$14.2M	+$8.51K	3	0.18%	Increased
196	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.2M	+$78.1K	1	1.64%	Increased
197	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$14.2M	+$774K	1	1.58%	Increased
198	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.2M	-$1.68M	1	4.24%	Reduced
199	Alpha Cubed Investments Irvine, California	$14.2M	-$532K	1	2.12%	Reduced
200	Fjarde Ap-fonden Stockholm, Sweden	$14.2M	+$6.22M	1	0.24%	Increased