← 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	AHL Partners London, United Kingdom	$7.54M	+$4.18M	2	0.23%	Increased
252	Caxton Associates (New York) New York	$7.38M	+$7.22M	1	0.33%	New
253	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.32M	-$23K	1	0.45%	Reduced
254	HR Howe & Rusling Rochester, New York	$7.31M	-$239K	2	1.6%	Reduced
255	SG Americas Securities New York	$7.23M	+$3.93M	2	0.06%	Increased
256	Copeland Capital Management Conshohocken, Pennsylvania	$7.11M	-$6.57M	1	0.46%	Reduced
257	HighTower Advisors Chicago, Illinois	$7.11M	-$780K	2	0.08%	Reduced
258	GAMCO Investors Greenwich, Connecticut	$7.06M	+$11.2K	3	0.04%	Increased
259	CAM Capstone Asset Management Houston, Texas	$7.01M	-$428K	3	0.2%	Reduced
260	ExxonMobil Investment Management Irving, Texas	$7.01M	-$758K	1	0.16%	Reduced
261	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$6.97M	-$17.1K	1	2.22%	Reduced
262	SPC Stewart & Patten Company Lafayette, California	$6.94M	+$105K	1	1.32%	Increased
263	Mirae Asset Global Investments Seoul, South Korea	$6.92M	+$900K	2	0.15%	Increased
264	EA Evanston Advisors Schaumburg, Illinois	$6.81M	+$3.94K	1	2.09%	Increased
265	D.E. Shaw & Co New York	$6.77M	-$6M	3	0.01%	Reduced
266	Cullen Capital Management New York	$6.71M	-$494K	1	0.23%	Reduced
267	Fjarde Ap-fonden Stockholm, Sweden	$6.69M	-$634K	1	0.16%	Reduced
268	Intact Investment Management Montreal, Quebec, Canada	$6.69M	-$210K	1	0.25%	Reduced
269	Millennium Management New York	$6.62M	-$31.8M	3	0.01%	Reduced
270	Capital International Inc Los Angeles, California	$6.58M	+$997K	1	0.82%	Increased
271	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.41M	+$254K	1	0.92%	Increased
272	D.A. Davidson & Co Great Falls, Montana	$6.38M	+$393K	2	0.14%	Increased
273	EWM Edge Wealth Management New York	$6.37M	+$1.64M	2	2.41%	Increased
274	AA Apriem Advisors Irvine, California	$6.36M	+$113K	2	1.89%	Increased
275	DAM Delta Asset Management Memphis, Tennessee	$6.31M	-$29.9K	1	1.06%	Reduced