← 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
301	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.34M	+$6.07M	1	0.11%	New
302	NPA Nichols & Pratt Advisers Boston, Massachusetts	$6.34M	+$6.47M	1	0.66%	New
303	Principal Financial Group Des Moines, Iowa	$6.25M	+$6.14M	2	0.01%	New
304	RA Rational Advisors Huntington, New York	$6.23M	+$6.12M	3	0.52%	New
305	BLM Bennett Lawrence Management New York	$6.23M	+$5.97M	1	1.19%	New
306	AA Apriem Advisors Irvine, California	$6.07M	+$5.82M	2	2.98%	New
307	Kornitzer Capital Management Shawnee Mission, Kansas	$6.05M	+$6.19M	1	0.08%	New
308	NCM Northroad Capital Management New York	$5.94M	+$6.07M	1	2.3%	New
309	BPBT Boston Private Bank & Trust Boston, Massachusetts	$5.92M	+$5.67M	2	0.34%	New
310	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.91M	+$5.68M	2	3%	New
311	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$5.86M	+$5.61M	1	0.55%	New
312	BIC Bridges Investment Counsel Omaha, Nebraska	$5.78M	+$5.54M	1	1.49%	New
313	LMF LMR Master Fund Grand Cayman, Cayman Islands	$5.69M	+$5.45M	1	0.51%	New
314	Nomura Asset Management Tokyo, Japan	$5.67M	+$5.44M	1	0.11%	New
315	Panagora Asset Management Boston, Massachusetts	$5.6M	+$5.48M	3	0.03%	New
316	Utah Retirement Systems Salt Lake City, Utah	$5.6M	+$5.36M	1	0.19%	New
317	LPL Financial San Diego, California	$5.57M	+$5.39M	2	0.04%	New
318	BCMNY Buckingham Capital Management (New York) New York	$5.56M	+$5.33M	1	0.53%	New
319	ProShare Advisors Bethesda, Maryland	$5.5M	+$5.29M	4	0.11%	New
320	CIP Champlain Investment Partners Burlington, Vermont	$5.42M	+$5.39M	1	0.11%	New
321	Wilmington Savings Fund Society Wilmington, Delaware	$5.33M	+$5.3M	1	0.34%	New
322	VCAM Van Cleef Asset Management Beachwood, Ohio	$5.32M	+$5.42M	2	2.81%	New
323	ST Stifel Trust St. Louis, Missouri	$5.31M	+$5.43M	2	1.1%	New
324	TIM Thompson Investment Management Madison, Wisconsin	$5.24M	+$5.36M	1	1.21%	New
325	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$5.23M	+$5.35M	1	0.31%	New