← 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
276	VanEck Associates New York	$8.77M	+$1.09M	1	0.04%	Increased
277	WI Wafra Inc New York	$8.74M	$0	1	1.27%	Maintained
278	ExxonMobil Investment Management Irving, Texas	$8.67M	-$367K	1	0.22%	Reduced
279	PCM Peg Capital Management Canaan, New Hampshire	$8.66M	-$33.7K	1	4.42%	Reduced
280	Boston Trust Walden Boston, Massachusetts	$8.63M	+$166K	2	0.13%	Increased
281	HFS Haverford Financial Services Radnor, Pennsylvania	$8.63M	+$674K	1	4.75%	Increased
282	OCM Olstein Capital Management Purchase, New York	$8.52M	-$508K	2	1.31%	Reduced
283	PEAK6 Group Chicago, Illinois	$8.51M	-$2.06M	2	0.06%	Reduced
284	Bank of Montreal Toronto, Ontario, Canada	$8.48M	-$3.6M	4	0.01%	Reduced
285	AC AFAM Capital Austin, Texas	$8.44M	-$369K	1	1.16%	Reduced
286	SM Seminole Management New York	$8.02M	-$17.7M	1	0.51%	Reduced
287	GIP Granite Investment Partners El Segundo, California	$7.97M	-$210K	1	1.29%	Reduced
288	Advisors Asset Management Monument, Colorado	$7.97M	+$402K	3	0.14%	Increased
289	Oppenheimer & Co New York	$7.78M	-$2.4M	2	0.27%	Reduced
290	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.75M	+$25.7K	1	0.06%	Increased
291	Kornitzer Capital Management Shawnee Mission, Kansas	$7.73M	+$1.09M	1	0.09%	Increased
292	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.57M	+$7.38M	1	1.98%	New
293	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.52M	+$455K	1	0.2%	Increased
294	BWP Baldwin Wealth Partners Marion, Massachusetts	$7.48M	-$214K	1	1.37%	Reduced
295	Principal Financial Group Des Moines, Iowa	$7.45M	+$242K	2	0.02%	Increased
296	BCMNY Buckingham Capital Management (New York) New York	$7.42M	+$1.56M	1	0.72%	Increased
297	JIR James Investment Research Alpha, Ohio	$7.33M	-$777K	3	0.28%	Reduced
298	Wilmington Trust Wilmington, Delaware	$7.29M	+$258K	2	0.13%	Increased
299	Capital Advisors Inc Tulsa, Oklahoma	$7.29M	-$34.7K	1	1.75%	Reduced
300	AIA Alerus Investment Advisors Wayzata, Minnesota	$7.2M	+$33.3K	1	1.43%	Increased