← 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	Envestnet Asset Management Chicago, Illinois	$8.69M	+$706K	3	0.02%	Increased
277	Weiss Multi-Strategy Advisers New York	$8.66M	+$3.37M	1	0.21%	Increased
278	Gradient Investments Arden Hills, Minnesota	$8.49M	+$417K	3	0.45%	Increased
279	Congress Asset Management Boston, Massachusetts	$8.44M	-$431K	2	0.12%	Reduced
280	UR USCA RIA Houston, Texas	$8.38M	-$346K	1	0.9%	Reduced
281	Oppenheimer Asset Management New York	$8.37M	+$539K	1	0.2%	Increased
282	VanEck Associates New York	$8.36M	-$118K	1	0.04%	Reduced
283	CIBC World Markets New York	$8.34M	-$15.1M	1	0.07%	Reduced
284	AC AFAM Capital Austin, Texas	$8.2M	-$99.1K	1	1.19%	Reduced
285	Conning Inc Hartford, Connecticut	$8.14M	-$245K	2	0.25%	Reduced
286	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$8.13M	+$8.42M	1	0.82%	New
287	Synovus Financial Columbus, Georgia	$8.08M	+$308K	3	0.14%	Increased
288	EA Evanston Advisors Schaumburg, Illinois	$8.08M	+$216K	1	1.82%	Increased
289	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$7.92M	+$124K	1	2.1%	Increased
290	Xact Kapitalforvaltning Stockholm, Sweden	$7.89M	$0	1	0.17%	Maintained
291	BNP Paribas Asset Management Paris, France	$7.84M	+$4.25M	1	0.07%	Increased
292	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.83M	+$48.7K	2	1.15%	Increased
293	DAM Delta Asset Management Memphis, Tennessee	$7.74M	+$81.2K	2	1.13%	Increased
294	GIA Granite Investment Advisors Concord, New Hampshire	$7.72M	+$79.3K	1	1.41%	Increased
295	PAM Private Asset Management San Diego, California	$7.64M	+$7.91M	2	1.23%	New
296	SAM Scopus Asset Management New York	$7.62M	-$14M	1	0.07%	Reduced
297	GAMCO Investors Greenwich, Connecticut	$7.55M	+$15.5K	3	0.05%	Increased
298	AC AWH Capital Dallas, Texas	$7.53M	+$7.8M	1	8.06%	New
299	Mirae Asset Global Investments Seoul, South Korea	$7.49M	-$1.57M	2	0.1%	Reduced
300	MAI Capital Management Independence, Ohio	$7.33M	+$415K	1	0.4%	Increased