← 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	AF Alerus Financial Grand Forks, North Dakota	$7.88M	-$471K	1	0.89%	Reduced
277	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.83M	-$501K	1	0.55%	Reduced
278	Utah Retirement Systems Salt Lake City, Utah	$7.83M	-$505K	1	0.13%	Reduced
279	Conning Inc Hartford, Connecticut	$7.76M	-$2.12M	2	0.27%	Reduced
280	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.7M	+$9.63K	4	0.15%	Increased
281	First Horizon Advisors Memphis, Tennessee	$7.69M	+$147K	2	0.58%	Increased
282	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$7.69M	-$567K	1	0.02%	Reduced
283	Carillon Tower Advisers St. Petersburg, Florida	$7.5M	+$7.18M	1	0.1%	New
284	Baillie Gifford & Co Edinburgh, United Kingdom	$7.49M	+$5.79M	1	0.01%	New
285	Los Angeles Capital Management Los Angeles, California	$7.42M	+$196K	4	0.03%	Increased
286	GC GMT Capital Atlanta, Georgia	$7.41M	$0	1	0.54%	Maintained
287	Fort Washington Investment Advisors Cincinnati, Ohio	$7.22M	+$556K	1	0.08%	Increased
288	Oppenheimer & Co New York	$7.18M	-$1.54M	3	0.18%	Reduced
289	BCG Barington Capital Group New York	$7.17M	+$4.38M	1	12.54%	Increased
290	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$7.08M	-$121K	1	1.89%	Reduced
291	British Columbia Investment Management Victoria, British Columbia, Canada	$7.08M	+$306K	1	0.06%	Increased
292	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7M	-$8.29K	1	1.07%	Reduced
293	GIA Granite Investment Advisors Concord, New Hampshire	$6.85M	-$173K	1	1.34%	Reduced
294	GIM Goelzer Investment Management Carmel, Indiana	$6.7M	-$132K	1	0.62%	Reduced
295	WhitTier Trust Company Reno, Nevada	$6.64M	-$4.69K	2	0.38%	Reduced
296	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.63M	-$1.28M	2	0.94%	Reduced
297	Colony Group Boston, Massachusetts	$6.62M	+$96.6K	2	0.17%	Increased
298	AFM Andesa Financial Management Allentown, Pennsylvania	$6.56M	+$2.91M	1	2.71%	Increased
299	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.54M	-$142K	5	0.11%	Reduced
300	AL AJO LP Philadelphia, Pennsylvania	$6.51M	+$5.63M	3	0.07%	Increased