← 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
251	HA Halsey Associates New Haven, Connecticut	$10.8M	-$118K	1	2.46%	Reduced
252	ACI AMP Capital Investors Sydney, Australia	$10.8M	-$518K	1	0.08%	Reduced
253	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.8M	+$600K	1	0.31%	Increased
254	Nomura Holdings Tokyo, Japan	$10.7M	-$5.41M	3	0.05%	Reduced
255	RCYC Richard C. Young & Co Newport, Rhode Island	$10.7M	-$96K	1	2.31%	Reduced
256	LNB Ledyard National Bank	$10.5M	-$8.77K	2	1.75%	Reduced
257	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.5M	-$328K	2	0.22%	Reduced
258	Oppenheimer & Co New York	$10.5M	+$1.69M	2	0.34%	Increased
259	Nisa Investment Advisors St. Louis, Missouri	$10.4M	+$166K	3	0.15%	Increased
260	Glenmede Trust Philadelphia, Pennsylvania	$10.4M	+$2.37M	3	0.11%	Increased
261	Asset Management One Tokyo, Japan	$10.2M	-$1.54M	1	0.16%	Reduced
262	Janney Montgomery Scott Philadelphia, Pennsylvania	$10.2M	-$1.75M	1	0.27%	Reduced
263	CCM Cadence Capital Management Boston, Massachusetts	$10.1M	-$784K	1	0.38%	Reduced
264	SSA South Street Advisors New York	$10.1M	+$15.3K	1	4.24%	Increased
265	HFS Haverford Financial Services Radnor, Pennsylvania	$10.1M	+$496K	1	4.75%	Increased
266	Bank of Montreal Toronto, Ontario, Canada	$10M	+$585K	4	0.01%	Increased
267	DVM Dreman Value Management West Palm Beach, Florida	$9.99M	-$3.19M	2	0.75%	Reduced
268	Fjarde Ap-fonden Stockholm, Sweden	$9.97M	-$598K	1	0.21%	Reduced
269	Advisors Asset Management Monument, Colorado	$9.91M	+$920K	3	0.16%	Increased
270	Boston Trust Walden Boston, Massachusetts	$9.9M	+$175K	2	0.14%	Increased
271	Gulf International Bank (UK) London, United Kingdom	$9.89M	+$9.24M	1	0.2%	New
272	WAM World Asset Management Detroit, Michigan	$9.83M	-$2.02M	2	0.27%	Reduced
273	Carson Wealth (CWM LLC) Omaha, Nebraska	$9.7M	+$1.26M	1	1.51%	Increased
274	PCM Peg Capital Management Canaan, New Hampshire	$9.69M	-$65.9K	1	4.46%	Reduced
275	WI Wafra Inc New York	$9.66M	$0	1	1.24%	Maintained