← 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	PAM Private Asset Management San Diego, California	$6.45M	-$434K	2	1.25%	Reduced
302	Xact Kapitalforvaltning Stockholm, Sweden	$6.39M	-$940K	1	0.16%	Reduced
303	WBC Westpac Banking Corp Sydney, Australia	$6.38M	+$6.95M	1	0.11%	New
304	Steward Partners Investment Advisory New York	$6.36M	+$441K	1	0.31%	Increased
305	VDBMI Van Den Berg Management I Austin, Texas	$6.28M	-$26.9K	1	0.93%	Reduced
306	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.28M	-$1.05M	1	1.03%	Reduced
307	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.27M	-$53.4K	1	0.92%	Reduced
308	Utah Retirement Systems Salt Lake City, Utah	$6.26M	+$9.9K	2	0.14%	Increased
309	TAM Telemark Asset Management Boston, Massachusetts	$6.07M	$0	1	1.25%	Maintained
310	CC Carlson Capital Dallas, Texas	$6.05M	-$41.9M	1	0.09%	Reduced
311	First National Bank of Omaha Omaha, Nebraska	$6.01M	-$355K	1	0.46%	Reduced
312	Public Employees Retirement Association of Colorado Denver, Colorado	$5.91M	-$15.4K	2	0.04%	Reduced
313	WIM Wilen Investment Management Bonita Springs, Florida	$5.87M	-$8.38K	2	5.07%	Reduced
314	Busey Bank Urbana, Illinois	$5.85M	+$507K	2	0.6%	Increased
315	GIA Granite Investment Advisors Concord, New Hampshire	$5.84M	-$1.02M	1	1.23%	Reduced
316	Carnegie Investment Counsel Pepper Pike, Ohio	$5.78M	-$1.6M	1	0.54%	Reduced
317	MC Moors & Cabot Boston, Massachusetts	$5.77M	-$138K	3	0.91%	Reduced
318	ECG Edge Capital Group Atlanta, Georgia	$5.72M	+$6.23M	1	0.62%	New
319	Crossmark Global Holdings Houston, Texas	$5.7M	-$1.13M	3	0.18%	Reduced
320	Oppenheimer & Co New York	$5.7M	-$198K	3	0.18%	Reduced
321	ARTA A.R.T. Advisors New York	$5.61M	+$5.18M	4	0.36%	Increased
322	Bridgewater Associates Westport, Connecticut	$5.55M	+$6.05M	1	0.05%	New
323	Norinchukin Bank Tokyo, Japan	$5.53M	+$1.77M	1	0.08%	Increased
324	PCM Palouse Capital Management Spokane, Washington	$5.46M	+$5.94M	1	2.16%	New
325	NI Nuance Investments Kansas City, Missouri	$5.42M	+$5.78M	1	0.37%	New