← 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	Korea Investment Corp Seoul, South Korea	$12.6M	-$29.1M	1	0.06%	Reduced
202	Envestnet Asset Management Chicago, Illinois	$12.6M	-$3.64M	2	0.03%	Reduced
203	Point72 Asset Management Stamford, Connecticut	$12.6M	-$34.3M	1	0.06%	Reduced
204	EA Edge Advisors Atlanta, Georgia	$12.5M	+$915K	2	1.36%	Increased
205	KBC Group Brussels, Belgium	$12.5M	+$4.44M	1	0.11%	Increased
206	Manning & Napier Advisors Fairport, New York	$12.3M	-$1.48M	2	0.11%	Reduced
207	Eaton Vance Management Boston, Massachusetts	$12.1M	+$1.92M	1	0.03%	Increased
208	DIA Denver Investment Advisors Denver, Colorado	$12M	+$87.6K	1	0.59%	Increased
209	AR Advisory Research Chicago, Illinois	$11.5M	+$3.22M	1	0.18%	Increased
210	Cullen Capital Management New York	$11.4M	+$3.45M	2	0.4%	Increased
211	JIR James Investment Research Alpha, Ohio	$11.3M	-$1.78M	1	0.38%	Reduced
212	HighTower Advisors Chicago, Illinois	$11.3M	-$368K	2	0.1%	Reduced
213	RCYC Richard C. Young & Co Newport, Rhode Island	$11.2M	+$79.3K	1	2.12%	Increased
214	Arizona State Retirement System Phoenix, Arizona	$11.2M	-$729K	2	0.13%	Reduced
215	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.1M	$0	1	0.04%	Maintained
216	QS Investors New York	$11.1M	+$6.01M	3	0.09%	Increased
217	Nisa Investment Advisors St. Louis, Missouri	$11.1M	+$506K	2	0.12%	Increased
218	1M 13D Management New York	$10.9M	+$1.08M	1	4.15%	Increased
219	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$10.9M	+$6.17M	2	0.05%	Increased
220	Two Sigma Investments New York	$10.8M	-$4.03M	2	0.04%	Reduced
221	WIM Wilen Investment Management Bonita Springs, Florida	$10.8M	-$898K	2	6.59%	Reduced
222	Squarepoint New York	$10.7M	+$9.45M	3	0.21%	Increased
223	Gulf International Bank (UK) London, United Kingdom	$10.7M	-$26.4K	1	0.14%	Reduced
224	MC Martin Currie Edinburgh, United Kingdom	$10.7M	+$294K	1	0.82%	Increased
225	Segall Bryant & Hamill Chicago, Illinois	$10.6M	+$1.15M	3	0.25%	Increased