← 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	Squarepoint New York	$19.1M	-$652K	2	0.06%	Reduced
252	TIAA FSB Jacksonville, Florida	$19.1M	-$1.99M	1	0.07%	Reduced
253	D.E. Shaw & Co New York	$19.1M	-$5.65M	5	0.02%	Reduced
254	Busey Bank Urbana, Illinois	$19.1M	-$52.6K	2	0.78%	Reduced
255	CIA CCM Investment Advisers Columbia, South Carolina	$19M	+$87.8K	1	2.56%	Increased
256	Vaughan Nelson Investment Management Houston, Texas	$19M	-$16.5M	1	0.21%	Reduced
257	TD Waterhouse Canada Toronto, Ontario, Canada	$18.7M	+$3.8M	1	0.19%	Increased
258	Handelsbanken Fonder Stockholm, Sweden	$18.6M	+$15.8M	2	0.1%	Increased
259	DP DDD Partners Bellevue, Washington	$18.4M	-$3.08M	1	2.55%	Reduced
260	Yousif Capital Management Bloomfield Hills, Michigan	$18.3M	-$260K	5	0.22%	Reduced
261	Bragg Financial Advisors Charlotte, North Carolina	$18.2M	-$2.46K	1	1%	Reduced
262	Mutual of America Capital Management New York	$18.1M	-$550K	3	0.21%	Reduced
263	National Bank of Canada Montreal, Quebec, Canada	$18.1M	-$471K	3	0.03%	Reduced
264	LBC Lowe Brockenbrough & Co Richmond, Virginia	$18M	+$101K	1	1.36%	Increased
265	Exencial Wealth Advisors Oklahoma City, Oklahoma	$17.9M	-$5.97M	1	0.82%	Reduced
266	Colony Group Boston, Massachusetts	$17.9M	-$85.3K	3	0.25%	Reduced
267	GIM Goelzer Investment Management Carmel, Indiana	$17.8M	-$91.5K	1	1.5%	Reduced
268	Brookfield Corp Toronto, Ontario, Canada	$17.4M	-$1.28M	1	0.07%	Reduced
269	Stephens Inc Little Rock, Arkansas	$17.4M	+$1.03M	1	0.31%	Increased
270	Advisors Asset Management Monument, Colorado	$17.1M	+$1.11M	4	0.34%	Increased
271	Guggenheim Capital Chicago, Illinois	$17M	+$919K	2	0.13%	Increased
272	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$17M	$0	1	0.2%	Maintained
273	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.9M	-$141K	1	1.92%	Reduced
274	Walleye Capital New York	$16.7M	-$3.84M	2	0.06%	Reduced
275	Calamos Advisors Naperville, Illinois	$16.7M	$0	1	0.08%	Maintained