← 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
201	ACM Argent Capital Management St Louis, Missouri	$10.2M	+$190K	1	0.45%	Increased
202	Arizona State Retirement System Phoenix, Arizona	$10.1M	-$821K	2	0.14%	Reduced
203	JCM Jag Capital Management St Louis, Missouri	$10.1M	-$434K	1	2.18%	Reduced
204	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10M	-$2.15M	1	0.45%	Reduced
205	TPSF Texas Permanent School Fund Austin, Texas	$9.95M	-$655K	3	0.13%	Reduced
206	PDM Penn Davis McFarland Dallas, Texas	$9.89M	-$891K	1	2.63%	Reduced
207	Axa Paris, France	$9.81M	-$676K	1	0.04%	Reduced
208	Panagora Asset Management Boston, Massachusetts	$9.63M	+$1.99M	2	0.05%	Increased
209	EA Euclid Advisors Hartford, Connecticut	$9.59M	+$8.29M	1	0.42%	Increased
210	State of Michigan Retirement System Lansing, Michigan	$9.5M	+$67.6K	1	0.07%	Increased
211	Manning & Napier Advisors Fairport, New York	$9.46M	+$594K	2	0.06%	Increased
212	FP Foundry Partners Minneapolis, Minnesota	$9.4M	+$9.66M	1	0.53%	New
213	Quadrature Capital London, United Kingdom	$9.21M	+$8.34M	1	0.68%	Increased
214	Baird Financial Group Milwaukee, Wisconsin	$9.17M	-$7.65M	1	0.08%	Reduced
215	1M 13D Management New York	$9.09M	+$402K	1	3.74%	Increased
216	D.E. Shaw & Co New York	$8.75M	+$5.55M	4	0.02%	Increased
217	Royce & Associates New York	$8.71M	$0	2	0.06%	Maintained
218	Rothschild & Co Asset Management US Stamford, Connecticut	$8.67M	+$258K	1	0.16%	Increased
219	Citadel Advisors Miami, Florida	$8.6M	-$10.1M	3	0.01%	Reduced
220	Cohen & Steers New York	$8.53M	+$30.7K	1	0.02%	Increased
221	PP Prospector Partners Guilford, Connecticut	$8.35M	-$4.18M	2	1.42%	Reduced
222	VanEck Associates New York	$8.35M	-$795K	1	0.04%	Reduced
223	RCYC Richard C. Young & Co Newport, Rhode Island	$8.25M	-$181K	1	1.83%	Reduced
224	Gulf International Bank (UK) London, United Kingdom	$8.22M	$0	1	0.14%	Maintained
225	Foresters Investment Management New York	$8.2M	+$82K	2	0.16%	Increased