← 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	AIC AWM Investment Company New York	$8.13M	+$1.26M	1	1.57%	Increased
277	BlueCrest Capital Management St Helier, Jersey	$8.09M	+$4M	3	0.25%	Increased
278	Andra AP-fonden Goteborg, Sweden	$8.04M	+$3.04M	1	0.21%	Increased
279	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.92M	+$114K	1	0.05%	Increased
280	Crossmark Global Holdings Houston, Texas	$7.89M	-$1.05M	3	0.2%	Reduced
281	NIMC NWQ Investment Management Company Los Angeles, California	$7.85M	+$395K	1	0.13%	Increased
282	TW Transform Wealth Greenwood Village, Colorado	$7.84M	+$32.8K	2	1.49%	Increased
283	Man Group London, United Kingdom	$7.77M	+$7.97M	1	0.04%	New
284	Zurich Insurance Group Zurich, Switzerland	$7.63M	+$365K	1	0.18%	Increased
285	AA Apriem Advisors Irvine, California	$7.6M	+$83.8K	1	1.86%	Increased
286	Capital International Sarl Los Angeles, California	$7.52M	+$1.73M	1	0.72%	Increased
287	MC Moors & Cabot Boston, Massachusetts	$7.46M	+$208K	2	0.99%	Increased
288	MAI Capital Management Independence, Ohio	$7.41M	+$6.8M	1	0.42%	Increased
289	FCI Financial Counselors Inc Overland Park, Kansas	$7.39M	+$528K	1	0.35%	Increased
290	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.36M	-$681K	1	0.15%	Reduced
291	BCM Beddow Capital Management Jackson, Wyoming	$7.35M	-$2.08M	2	2.96%	Reduced
292	SV Sturgeon Ventures London, United Kingdom	$7.34M	+$7.54M	1	3.33%	New
293	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.31M	+$96.2K	1	1.03%	Increased
294	GAMCO Investors Greenwich, Connecticut	$7.14M	-$336K	3	0.05%	Reduced
295	MCIM Meadow Creek Investment Management Atlanta, Georgia	$7.05M	-$3.41M	3	0.15%	Reduced
296	First National Bank of Omaha Omaha, Nebraska	$7M	+$4.86M	1	0.42%	Increased
297	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.99M	-$40.4K	1	3.85%	Reduced
298	LPU Lansdowne Partners (UK) London, United Kingdom	$6.97M	-$467K	1	0.07%	Reduced
299	PCM Palouse Capital Management Spokane, Washington	$6.88M	+$344K	1	2.29%	Increased
300	VDBMI Van Den Berg Management I Austin, Texas	$6.84M	+$2.44M	1	0.83%	Increased