← 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	Fjarde Ap-fonden Stockholm, Sweden	$8.45M	-$18.1K	1	0.16%	Reduced
252	AC Ascend Capital Orinda, California	$8.42M	+$8.28M	1	0.32%	New
253	Conning Inc Hartford, Connecticut	$8.38M	-$728K	2	0.29%	Reduced
254	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.35M	-$106K	1	0.16%	Reduced
255	AAP Ardsley Advisory Partners Stamford, Connecticut	$8.33M	+$1.73M	1	1.11%	Increased
256	GAMCO Investors Greenwich, Connecticut	$8.31M	-$171K	3	0.05%	Reduced
257	TCM Tygh Capital Management Portland, Oregon	$8.21M	+$511K	1	1.64%	Increased
258	EA Evanston Advisors Schaumburg, Illinois	$8.18M	+$84.4K	1	1.97%	Increased
259	SG Americas Securities New York	$8.08M	+$2.95M	3	0.07%	Increased
260	Ancora Advisors Cleveland, Ohio	$8.06M	+$1.59M	1	0.47%	Increased
261	Mackenzie Financial Toronto Ontario, Ontario, Canada	$8.05M	+$370K	1	0.04%	Increased
262	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.03M	+$877K	2	1.23%	Increased
263	LPL Financial San Diego, California	$8.02M	-$221K	2	0.03%	Reduced
264	UR USCA RIA Houston, Texas	$7.98M	$0	1	1.03%	Maintained
265	Bridges Investment Management Omaha, Nebraska	$7.97M	+$2.65M	1	0.75%	Increased
266	MCIM Meadow Creek Investment Management Atlanta, Georgia	$7.92M	+$1.41M	3	0.18%	Increased
267	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.92M	+$98.5K	1	1.09%	Increased
268	DAM Delta Asset Management Memphis, Tennessee	$7.76M	+$342K	1	1.17%	Increased
269	Congress Asset Management Boston, Massachusetts	$7.67M	+$2.03M	2	0.12%	Increased
270	Xact Kapitalforvaltning Stockholm, Sweden	$7.58M	+$53.9K	1	0.22%	Increased
271	SGAM Steinberg Global Asset Management Boca Raton, Florida	$7.57M	+$391K	2	1.11%	Increased
272	AA Apriem Advisors Irvine, California	$7.47M	+$338K	1	1.86%	Increased
273	NIMC NWQ Investment Management Company Los Angeles, California	$7.35M	-$543K	1	0.09%	Reduced
274	DA Denali Advisors San Diego, California	$7.33M	+$1.34M	1	1.21%	Increased
275	Walleye Trading New York	$7.24M	+$1.17M	1	0.04%	Increased