← 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	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$20.4M	+$69K	2	1.8%	Increased
177	QS Investors New York	$20.3M	+$3.46M	2	0.22%	Increased
178	LM Luminus Management Houston, Texas	$20M	-$16.7M	1	0.43%	Reduced
179	EP Elkfork Partners Portland, Oregon	$20M	+$10.3M	2	0.5%	Increased
180	MN Services Vermogensbeheer The Hague, Netherlands	$19.5M	+$183K	1	0.23%	Increased
181	Anchor Capital Advisors Boston, Massachusetts	$19M	+$519K	1	0.4%	Increased
182	Schonfeld Strategic Advisors New York	$19M	+$14.2M	2	0.66%	Increased
183	Balyasny Asset Management Chicago, Illinois	$18.8M	-$6.09M	2	0.13%	Reduced
184	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$18.8M	+$1.69M	1	1.8%	Increased
185	LCS Levin Capital Strategies New York	$18.6M	-$164M	1	2.09%	Reduced
186	Fjarde Ap-fonden Stockholm, Sweden	$18.4M	+$1.72M	1	0.23%	Increased
187	United Capital Financial Advisors Irving, Texas	$18.4M	+$1.02M	2	0.13%	Increased
188	WI WBI Investments Red Bank, New Jersey	$18.3M	+$17.3M	1	1.4%	New
189	FP Foundry Partners Minneapolis, Minnesota	$17.8M	+$80.1K	1	0.71%	Increased
190	Alpha Cubed Investments Irvine, California	$17.4M	+$706K	1	2.1%	Increased
191	Man Group London, United Kingdom	$17.2M	+$6.49M	2	0.07%	Increased
192	Pinnacle Associates New York	$17.1M	-$663K	2	0.39%	Reduced
193	Squarepoint New York	$17.1M	+$12.8M	4	0.18%	Increased
194	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.6M	-$79.1K	1	1.66%	Reduced
195	BB&T Securities Richmond, Virginia	$16.5M	+$216K	3	0.16%	Increased
196	Suntrust Banks Atlanta, Georgia	$16.5M	+$1.69M	1	0.09%	Increased
197	Royal London Asset Management United Kingdom	$16.4M	-$507K	2	0.13%	Reduced
198	M&T Bank Buffalo, New York	$16.3M	-$24.6M	3	0.09%	Reduced
199	ProShare Advisors Bethesda, Maryland	$16.2M	+$11M	2	0.1%	Increased
200	GHCM Glen Harbor Capital Management San Diego, California	$16.2M	+$8.05M	3	0.35%	Increased