← 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 Heartland Advisors Milwaukee, Wisconsin	$7.96M	+$5.91M	2	0.49%	Increased
252	Mirae Asset Global Investments Seoul, South Korea	$7.95M	+$288K	2	0.15%	Increased
253	EA Evanston Advisors Schaumburg, Illinois	$7.84M	+$304K	1	2.13%	Increased
254	CAM Capstone Asset Management Houston, Texas	$7.76M	-$19.3K	3	0.22%	Reduced
255	Balyasny Asset Management Chicago, Illinois	$7.7M	-$7.16M	1	0.04%	Reduced
256	SPC Stewart & Patten Company Lafayette, California	$7.7M	+$868	1	1.42%	Increased
257	Oppenheimer Asset Management New York	$7.57M	+$7.39M	2	0.22%	New
258	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$7.49M	+$4.11M	1	0.08%	Increased
259	Cullen Capital Management New York	$7.45M	$0	1	0.26%	Maintained
260	ExxonMobil Investment Management Irving, Texas	$7.41M	-$333K	1	0.16%	Reduced
261	SG Americas Securities New York	$7.4M	-$569K	2	0.07%	Reduced
262	AA Apriem Advisors Irvine, California	$7.24M	+$194K	2	1.97%	Increased
263	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.14M	+$203K	1	1.02%	Increased
264	Cohen & Steers New York	$7.08M	-$1.87M	1	0.02%	Reduced
265	DAM Delta Asset Management Memphis, Tennessee	$7.08M	+$105K	1	1.11%	Increased
266	Capital International Inc Los Angeles, California	$6.93M	-$320K	1	0.84%	Reduced
267	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.91M	+$2.78K	2	1.1%	Increased
268	EWM Edge Wealth Management New York	$6.87M	-$181K	2	2.38%	Reduced
269	Fjarde Ap-fonden Stockholm, Sweden	$6.85M	-$521K	1	0.16%	Reduced
270	Douglas Lane & Associates New York	$6.82M	-$1.98M	1	0.17%	Reduced
271	MC Moors & Cabot Boston, Massachusetts	$6.81M	-$21.9K	2	1.15%	Reduced
272	VanEck Associates New York	$6.8M	-$33.2K	1	0.03%	Reduced
273	WAM World Asset Management Detroit, Michigan	$6.76M	+$297K	2	0.22%	Increased
274	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.75M	-$96.4K	1	3.44%	Reduced
275	DIA Davidson Investment Advisors Great Falls, Montana	$6.7M	+$116K	1	0.87%	Increased