← 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	Fjarde Ap-fonden Stockholm, Sweden	$10.7M	-$471K	1	0.16%	Reduced
277	LIC Lodestar Investment Counsel Chicago, Illinois	$10.6M	+$429K	1	1.15%	Increased
278	RC Randolph Company Cincinnati, Ohio	$10.6M	+$9.96M	1	1.76%	New
279	Gotham Asset Management New York	$10.5M	+$5M	4	0.14%	Increased
280	FCI Financial Counselors Inc Overland Park, Kansas	$10.5M	-$58.9K	1	0.46%	Reduced
281	AIC AWM Investment Company New York	$10.4M	+$1.45M	1	1.72%	Increased
282	SIM Sonora Investment Management Tucson, Arizona	$10.4M	-$38.9K	2	1.43%	Reduced
283	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.3M	-$726K	1	0.48%	Reduced
284	Wilmington Savings Fund Society Wilmington, Delaware	$10.3M	+$59.1K	1	0.54%	Increased
285	PIA Piedmont Investment Advisors Durham, North Carolina	$10.1M	-$3.01M	2	0.42%	Reduced
286	Mirae Asset Global Investments Seoul, South Korea	$10M	+$1.35M	3	0.07%	Increased
287	DZ Bank Frankfurt Am Main, Germany	$10M	+$3.28M	2	0.04%	Increased
288	DIA Davidson Investment Advisors Great Falls, Montana	$9.9M	-$197K	1	0.98%	Reduced
289	UR USCA RIA Houston, Texas	$9.79M	+$65.8K	1	1%	Increased
290	Synovus Financial Columbus, Georgia	$9.76M	+$327K	3	0.15%	Increased
291	Thrivent Financial for Lutherans Minneapolis, Minnesota	$9.71M	+$2.33M	4	0.03%	Increased
292	Los Angeles Capital Management Los Angeles, California	$9.71M	-$383K	3	0.05%	Reduced
293	AC AFAM Capital Austin, Texas	$9.58M	+$62.7K	1	1.33%	Increased
294	Congress Asset Management Boston, Massachusetts	$9.54M	+$205K	2	0.12%	Increased
295	AC Ascend Capital Orinda, California	$9.48M	+$9.5M	1	0.48%	New
296	PDM Penn Davis McFarland Dallas, Texas	$9.43M	-$107K	1	2.72%	Reduced
297	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$9.43M	-$1.44M	1	0.55%	Reduced
298	DAM Delta Asset Management Memphis, Tennessee	$9.27M	+$278K	2	1.23%	Increased
299	Oppenheimer Asset Management New York	$9.19M	+$98.4K	1	0.2%	Increased
300	Xact Kapitalforvaltning Stockholm, Sweden	$9.16M	$0	1	0.19%	Maintained