← 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	ECP Electron Capital Partners New York	$120M	+$1.99M	1	5.42%	Increased
202	CPIH Consolidated Press International Holdings Sydney, Australia	$119M	$0	1	18.97%	Maintained
203	SCM Sirios Capital Management Boston, Massachusetts	$119M	-$2.49M	2	15.52%	Reduced
204	State of New Jersey Common Pension Fund D Trenton, New Jersey	$119M	+$3.47M	4	0.44%	Increased
205	Cartenna Capital Stamford, Connecticut	$118M	+$115M	1	3.34%	New
206	Acadian Asset Management Boston, Massachusetts	$118M	-$68.6M	4	0.21%	Reduced
207	Teacher Retirement System of Texas Austin, Texas	$113M	-$20.3M	6	0.46%	Reduced
208	Quantinno Capital Management New York	$113M	+$25.3M	6	0.31%	Increased
209	Carnegie Investment Counsel Pepper Pike, Ohio	$110M	+$2.34M	4	2.07%	Increased
210	Gabelli Funds Rye, New York	$110M	-$2.03M	4	0.74%	Reduced
211	Mackenzie Financial Toronto Ontario, Ontario, Canada	$107M	+$17.4M	3	0.13%	Increased
212	Munro Partners Melbourne, Australia	$107M	-$16.7M	2	2.9%	Reduced
213	Corient Private Wealth Miami, Florida	$105M	+$7.49M	4	0.17%	Increased
214	Woodline Partners San Francisco, California	$104M	+$29.5M	3	0.49%	Increased
215	Retirement Systems of Alabama Montgomery, Alabama	$104M	-$1.21M	3	0.35%	Reduced
216	Lido Advisors Los Angeles, California	$102M	+$15.4M	3	0.32%	Increased
217	Bank of Nova Scotia Toronto, Ontario, Canada	$101M	+$64.2M	1	0.18%	Increased
218	M&T Bank Buffalo, New York	$101M	-$5.16M	3	0.34%	Reduced
219	Copeland Capital Management Conshohocken, Pennsylvania	$101M	-$33.8M	3	2.1%	Reduced
220	Första AP-fonden Stockholm, Sweden	$101M	+$6.51M	2	0.6%	Increased
221	Nisa Investment Advisors St. Louis, Missouri	$100M	+$14.7M	6	0.39%	Increased
222	Point72 Asset Management Stamford, Connecticut	$99.4M	-$73.8M	2	0.17%	Reduced
223	Arizona State Retirement System Phoenix, Arizona	$99M	-$88.9K	6	0.53%	Reduced
224	DnB Asset Management Oslo, Norway	$98.9M	+$6M	3	0.37%	Increased
225	MetLife Investment Management Whippany, New Jersey	$98.5M	-$1.26M	6	0.47%	Reduced