← 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	PCM Palouse Capital Management Spokane, Washington	$6.22M	+$782K	1	2.4%	Increased
252	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.2M	+$645K	2	0.62%	Increased
253	KBC Group Brussels, Belgium	$6.19M	-$9.03M	2	0.12%	Reduced
254	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.16M	+$40.7K	1	0.14%	Increased
255	Winton Group London, United Kingdom	$6.12M	+$7.04M	1	0.05%	New
256	LNB Ledyard National Bank	$6.09M	-$560K	2	1.17%	Reduced
257	AIC AWM Investment Company New York	$6.01M	+$648K	1	1.16%	Increased
258	Squarepoint New York	$5.99M	+$5.77M	2	1.5%	Increased
259	Oppenheimer & Co New York	$5.97M	-$1.69M	2	0.18%	Reduced
260	IRF IBM Retirement Fund Armonk, New York	$5.95M	-$19.1K	1	0.13%	Reduced
261	BCMNY Buckingham Capital Management (New York) New York	$5.91M	+$37.3K	1	0.53%	Increased
262	BIA Barry Investment Advisors New Bedford, Massachusetts	$5.77M	+$25.6K	1	1.85%	Increased
263	Korea Investment Corp Seoul, South Korea	$5.76M	-$2.95M	1	0.05%	Reduced
264	Cullen Capital Management New York	$5.74M	+$1.2M	2	0.2%	Increased
265	Rothschild & Co Asset Management US Stamford, Connecticut	$5.73M	-$53.4K	1	0.11%	Reduced
266	VCM Vigilant Capital Management Portland, Maine	$5.68M	+$520K	2	1.14%	Increased
267	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.65M	-$259K	2	0.88%	Reduced
268	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.63M	+$135K	2	0.98%	Increased
269	Marshall Wace London, United Kingdom	$5.62M	+$6.27M	1	0.07%	Increased
270	Engineers Gate Manager New York	$5.62M	+$5.64M	1	0.48%	Increased
271	Edmond de Rothschild Holding Chambesy, Switzerland	$5.59M	-$374K	1	0.14%	Reduced
272	ExxonMobil Investment Management Irving, Texas	$5.5M	+$214K	1	0.14%	Increased
273	Suntrust Banks Atlanta, Georgia	$5.47M	-$3.33M	2	0.04%	Reduced
274	Truist Financial Charlotte, North Carolina	$5.41M	+$2.74M	2	0.14%	Increased
275	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.39M	+$658K	1	2.39%	Increased