← 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	CF Corebridge Financial Houston, Texas	$64.7M	+$65.1M	6	0.36%	New
202	First Financial Bankshares Abilene, Texas	$64.7M	-$14.6M	1	1.48%	Reduced
203	STRS Ohio Columbus, Ohio	$64.6M	+$26.8M	4	0.26%	Increased
204	Carnegie Investment Counsel Pepper Pike, Ohio	$64.1M	-$74.5K	4	2%	Reduced
205	R.M. Davis Inc Portland, Maine	$64.1M	-$1.18M	2	1.3%	Reduced
206	Renaissance Technologies New York	$63.7M	-$8.15M	2	0.11%	Reduced
207	Vaughan David Investments Peoria, Illinois	$63.1M	-$1.29M	1	1.6%	Reduced
208	Kinetic Partners Management Miami, Florida	$62.2M	+$33.3M	1	4.53%	Increased
209	JSC J. Stern & Co London, United Kingdom	$62.2M	-$9.3M	1	7.41%	Reduced
210	Fisher Asset Management Camas, Washington	$62.1M	+$5.17M	2	0.03%	Increased
211	BNP Paribas Asset Management Paris, France	$61.6M	+$49.2M	2	0.16%	Increased
212	Ancora Advisors Cleveland, Ohio	$60.6M	-$1.43M	2	1.5%	Reduced
213	CI Investments Inc Toronto, Ontario, Canada	$60.6M	+$55.7M	3	0.24%	Increased
214	Cetera Investment Advisers Schaumburg, Illinois	$60.2M	+$6.17M	5	0.14%	Increased
215	Cartenna Capital Stamford, Connecticut	$59.8M	+$30.3M	2	2.28%	Increased
216	Wasatch Advisors Salt Lake City, Utah	$59.5M	+$13.7M	1	0.32%	Increased
217	TAM Thematics Asset Management Paris, France	$59.4M	-$20M	1	2.42%	Reduced
218	FCI Financial Counselors Inc Overland Park, Kansas	$58M	-$2.84M	2	0.93%	Reduced
219	GCM Gladstone Capital Management London, United Kingdom	$57.9M	+$53.5M	1	5.12%	New
220	Congress Wealth Management Boston, Massachusetts	$57.6M	+$1.55M	3	0.92%	Increased
221	Encompass Capital Advisors New York	$57.5M	-$5.87M	1	3.11%	Reduced
222	Capital Advisors Inc Tulsa, Oklahoma	$57.3M	+$29.6M	2	1.18%	Increased
223	Fiera Capital (Canada) Montreal, Quebec, Canada	$56.6M	+$1.51M	1	0.18%	Increased
224	Nisa Investment Advisors St. Louis, Missouri	$56.3M	+$11.1M	6	0.35%	Increased
225	AGF Management Toronto, Ontario, Canada	$55.9M	-$44.4M	1	0.31%	Reduced