← 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	CP Cumberland Partners Toronto, Ontario, Canada	$58.1M	-$2.52M	1	4.22%	Reduced
177	Eventide Asset Management Boston, Massachusetts	$58M	-$1.99K	1	0.91%	Reduced
178	Two Sigma Advisers New York	$57M	+$11.6M	4	0.13%	Increased
179	Creative Planning Overland Park, Kansas	$56.8M	+$2.38M	3	0.06%	Increased
180	Fisher Asset Management Camas, Washington	$56.8M	-$1.24M	1	0.03%	Reduced
181	Congress Wealth Management Boston, Massachusetts	$55.7M	+$12M	2	0.96%	Increased
182	Asset Management One Tokyo, Japan	$55.5M	-$2.89M	1	0.21%	Reduced
183	Commonwealth Equity Services Waltham, Massachusetts	$54.5M	+$7.21M	4	0.09%	Increased
184	Cerity Partners New York	$54.4M	+$23.3M	4	0.14%	Increased
185	Fiera Capital (Canada) Montreal, Quebec, Canada	$54.2M	+$3.03M	1	0.16%	Increased
186	ING Group Amsterdam, Netherlands	$53.6M	+$23.3M	1	0.37%	Increased
187	Aberdeen Group Edinburgh, United Kingdom	$53.2M	-$1.05M	1	0.1%	Reduced
188	AIG American International Group New York	$53.2M	-$600K	4	0.19%	Reduced
189	Cetera Investment Advisers Schaumburg, Illinois	$52.9M	+$39.5M	3	0.12%	Increased
190	TCW Group Los Angeles, California	$52.6M	-$3.36M	2	0.53%	Reduced
191	Mercer Global Advisors Denver, Colorado	$52.6M	+$6.14M	2	0.15%	Increased
192	Wasatch Advisors Salt Lake City, Utah	$52.6M	+$46.6M	1	0.27%	New
193	Robeco Institutional Asset Management Rotterdam, Netherlands	$52.5M	+$14.7M	2	0.11%	Increased
194	Bowen Hanes & Co Ponte Vedra Beach, Florida	$51.7M	-$98.4K	1	1.48%	Reduced
195	Ferguson Wellman Capital Management Portland, Oregon	$50.9M	+$2.96M	1	1.04%	Increased
196	Encompass Capital Advisors New York	$50.9M	+$49.9M	1	2.76%	New
197	CIBC World Markets New York	$50.6M	+$30.2M	2	0.33%	Increased
198	MN Services Vermogensbeheer The Hague, Netherlands	$50.5M	-$7.44M	1	0.37%	Reduced
199	Fred Alger Management New York	$49.7M	-$7.6M	1	0.25%	Reduced
200	TD Waterhouse Canada Toronto, Ontario, Canada	$49.5M	+$12.4M	3	0.37%	Increased