← 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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.33M	-$106K	2	1.09%	Reduced
277	MC Moors & Cabot Boston, Massachusetts	$6.28M	+$56.8K	2	1.05%	Increased
278	DAM Delta Asset Management Memphis, Tennessee	$6.21M	+$76K	1	1.06%	Increased
279	AA Apriem Advisors Irvine, California	$6.12M	-$3.32K	2	1.82%	Reduced
280	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.11M	-$22.2K	1	3.24%	Reduced
281	TIM Thompson Investment Management Madison, Wisconsin	$6.1M	-$13.3K	1	1.17%	Reduced
282	Public Employees Retirement Association of Colorado Denver, Colorado	$6.08M	-$179K	1	0.05%	Reduced
283	Fifth Third Bancorp Cincinnati, Ohio	$5.92M	+$2.45M	2	0.05%	Increased
284	Mirae Asset Global Investments Seoul, South Korea	$5.91M	+$3.54M	2	0.12%	Increased
285	D.A. Davidson & Co Great Falls, Montana	$5.87M	+$1.26M	2	0.15%	Increased
286	DIA Davidson Investment Advisors Great Falls, Montana	$5.8M	+$51.2K	1	0.89%	Increased
287	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.53M	$0	1	0.39%	Maintained
288	First Citizens Bank & Trust Raleigh, North Carolina	$5.51M	+$3.17M	1	0.5%	Increased
289	Utah Retirement Systems Salt Lake City, Utah	$5.5M	$0	1	0.14%	Maintained
290	Robeco Schweiz Zurich, Switzerland	$5.45M	-$3.17M	1	0.47%	Reduced
291	Capital International Inc Los Angeles, California	$5.44M	-$550K	1	0.65%	Reduced
292	Advisors Asset Management Monument, Colorado	$5.43M	-$583K	3	0.09%	Reduced
293	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.42M	+$903K	1	0.13%	Increased
294	KIA KCM Investment Advisors Greenbrae, California	$5.41M	+$237K	2	0.37%	Increased
295	KFP Keystone Financial Planning Cleveland, Ohio	$5.2M	+$57.9K	1	3.41%	Increased
296	KLWA Kelly Lawrence W & Associates Pasadens, California	$5.15M	+$5.17K	1	1.1%	Increased
297	Choate Investment Advisors Boston, Massachusetts	$5.14M	-$27.2K	2	0.34%	Reduced
298	GP GLG Partners London, United Kingdom	$5.13M	+$2.65M	1	0.16%	Increased
299	Brown Advisory Baltimore, Maryland	$5.09M	+$370K	3	0.02%	Increased
300	Wasatch Advisors Salt Lake City, Utah	$4.93M	-$1.33M	1	0.07%	Reduced