← 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	STRS Ohio Columbus, Ohio	$76M	-$336K	5	0.29%	Reduced
202	Regions Financial Corp Birmingham, Alabama	$75.6M	-$10.2M	2	0.54%	Reduced
203	Voloridge Investment Management Jupiter, Florida	$74.7M	+$58.2M	3	0.27%	Increased
204	Atalanta Sosnoff Capital New York	$74.7M	-$12.3M	2	1.6%	Reduced
205	JLBC J.L. Bainbridge & Co Sarasota, Florida	$74.1M	+$162K	2	7.11%	Increased
206	Credit Agricole Montrouge Cedex, France	$74M	+$42.1M	4	0.32%	Increased
207	Carnegie Investment Counsel Pepper Pike, Ohio	$73.9M	+$4.55M	4	2.18%	Increased
208	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$72.6M	-$48.2K	5	0.06%	Reduced
209	ORIO Old Republic International (ORI) Chicago, Illinois	$71.9M	$0	1	2.7%	Maintained
210	First Financial Bankshares Abilene, Texas	$69.9M	+$1.42M	1	1.47%	Increased
211	Capital Group Private Client Services Los Angeles, California	$69.2M	+$44.4M	1	0.66%	Increased
212	CF Corebridge Financial Houston, Texas	$69M	-$2.44M	6	0.37%	Reduced
213	Squarepoint New York	$68.9M	+$2.2M	4	0.11%	Increased
214	GCM Gladstone Capital Management London, United Kingdom	$68.8M	-$13.1M	1	5.79%	Reduced
215	Fisher Asset Management Camas, Washington	$68.1M	+$2.06M	2	0.03%	Increased
216	JSC J. Stern & Co London, United Kingdom	$67.9M	+$2.01M	1	7.24%	Increased
217	Sanctuary Advisors Indianapolis, Indiana	$67.9M	+$18.1M	4	0.43%	Increased
218	Eastern Bank Boston, Massachusetts	$67.7M	+$35.6M	3	1.21%	Increased
219	Woodline Partners San Francisco, California	$67.6M	+$31.1M	1	0.57%	Increased
220	Vaughan David Investments Peoria, Illinois	$66.6M	-$172K	1	1.53%	Reduced
221	AG Avala Global New York	$66.5M	+$7.28M	1	4.38%	Increased
222	R.M. Davis Inc Portland, Maine	$66.4M	-$1.16M	2	1.28%	Reduced
223	Handelsbanken Fonder Stockholm, Sweden	$66.1M	+$1.49M	2	0.26%	Increased
224	Ariel Investments Chicago, Illinois	$66M	-$3.73M	1	0.67%	Reduced
225	Carmignac Gestion Paris, France	$65.8M	+$61.2M	2	1.1%	New