← 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	QIM Quantitative Investment Management Charlottesville, Virginia	$9.35M	+$9.09M	2	0.36%	New
277	RCYC Richard C. Young & Co Newport, Rhode Island	$9.34M	+$264K	1	1.77%	Increased
278	VanEck Associates New York	$9.21M	+$827K	1	0.04%	Increased
279	Kovitz Investment Group Partners Chicago, Illinois	$9.14M	-$304K	1	0.29%	Reduced
280	RCM Riverhead Capital Management Wilmington, Delaware	$9.11M	-$4.1M	3	0.34%	Reduced
281	PP Paloma Partners Greenwich, Connecticut	$9.1M	+$5.98M	2	0.15%	Increased
282	Vaughan Nelson Investment Management Houston, Texas	$9.09M	-$1.31M	1	0.12%	Reduced
283	JIR James Investment Research Alpha, Ohio	$9.09M	+$2.27M	1	0.66%	Increased
284	MAI Capital Management Independence, Ohio	$8.99M	+$141K	1	0.41%	Increased
285	Cullen Capital Management New York	$8.97M	-$1.78M	2	0.35%	Reduced
286	Gulf International Bank (UK) London, United Kingdom	$8.89M	-$59.6K	1	0.15%	Reduced
287	Citadel Advisors Miami, Florida	$8.86M	-$40.7M	5	0%	Reduced
288	DIA Davidson Investment Advisors Great Falls, Montana	$8.82M	-$186K	1	0.92%	Reduced
289	CSC Cove Street Capital El Segundo, California	$8.81M	+$8.51M	1	1.14%	New
290	VHAM Van Hulzen Asset Management El Dorado Hills, California	$8.75M	+$8.5M	1	1.91%	New
291	NA Neuburgh Advisers Los Angeles, California	$8.74M	-$3.53M	2	0.28%	Reduced
292	AA Apriem Advisors Irvine, California	$8.71M	+$161K	1	2.73%	Increased
293	Xact Kapitalforvaltning Stockholm, Sweden	$8.7M	+$52K	2	0.18%	Increased
294	DAM Delta Asset Management Memphis, Tennessee	$8.58M	-$486	1	1.19%	Reduced
295	Fifth Third Bancorp Cincinnati, Ohio	$8.46M	-$1.29M	3	0.05%	Reduced
296	Conning Inc Hartford, Connecticut	$8.4M	-$28.9K	2	0.28%	Reduced
297	Steward Partners Investment Advisory New York	$8.4M	+$296K	3	0.31%	Increased
298	Synovus Financial Columbus, Georgia	$8.38M	+$305K	3	0.13%	Increased
299	Ladenburg Thalmann Financial Services Miami, Florida	$8.38M	+$66.4K	5	0.06%	Increased
300	OAM Oxford Asset Management Oxford, United Kingdom	$8.32M	+$1.24M	2	0.18%	Increased