← 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	DIA Davidson Investment Advisors Great Falls, Montana	$8.54M	-$207K	1	0.94%	Reduced
252	Squarepoint New York	$8.47M	+$7.51M	5	0.14%	Increased
253	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$8.31M	+$435K	1	0.47%	Increased
254	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$8.26M	-$2.88M	1	2.38%	Reduced
255	Gotham Asset Management New York	$8.19M	-$9.11M	2	0.25%	Reduced
256	Brinker Capital Berwyn, Pennsylvania	$8.14M	+$286K	3	0.26%	Increased
257	Synovus Financial Columbus, Georgia	$8.13M	-$5.87M	3	0.12%	Reduced
258	Crossmark Global Holdings Houston, Texas	$8M	+$577K	3	0.23%	Increased
259	Kovitz Investment Group Partners Chicago, Illinois	$7.96M	-$335K	1	0.25%	Reduced
260	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.91M	+$7.41K	1	1.06%	Increased
261	Carnegie Investment Counsel Pepper Pike, Ohio	$7.9M	-$142K	2	0.45%	Reduced
262	PP Paloma Partners Greenwich, Connecticut	$7.89M	+$7.43M	2	0.14%	New
263	Cullen Capital Management New York	$7.88M	-$197K	2	0.44%	Reduced
264	Stephens Inc Little Rock, Arkansas	$7.84M	+$795K	2	0.17%	Increased
265	William Blair & Company Chicago, Illinois	$7.84M	-$4.38M	2	0.04%	Reduced
266	Sit Investment Associates Minneapolis, Minnesota	$7.84M	-$2.07M	1	0.25%	Reduced
267	MC Moors & Cabot Boston, Massachusetts	$7.83M	+$844K	2	0.83%	Increased
268	ClearBridge Investments New York	$7.69M	+$638K	3	0.01%	Increased
269	Andra AP-fonden Goteborg, Sweden	$7.68M	+$938K	1	0.22%	Increased
270	Oppenheimer & Co New York	$7.68M	+$207K	3	0.2%	Increased
271	Thornburg Investment Management Santa Fe, New Mexico	$7.68M	-$485K	1	0.1%	Reduced
272	CIA CCM Investment Advisers Columbia, South Carolina	$7.58M	+$6.51M	1	1.29%	Increased
273	Qube Research & Technologies (QRT) London, United Kingdom	$7.49M	+$5.24M	2	0.11%	Increased
274	First National Bank of Omaha Omaha, Nebraska	$7.41M	-$18.5K	1	0.5%	Reduced
275	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$7.26M	+$107K	1	1.92%	Increased