← 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	PIA Piedmont Investment Advisors Durham, North Carolina	$8.21M	+$107K	2	0.33%	Increased
302	Jane Street New York	$8.17M	+$2.55M	3	0.01%	Increased
303	AMG National Trust Bank Greenwood Village, Colorado	$8.12M	-$3.36K	2	0.48%	Reduced
304	Zurich Insurance Group Zurich, Switzerland	$8.05M	+$1.37M	1	0.16%	Increased
305	Nippon Life Global Investors Americas New York	$8.04M	+$1.95M	1	0.61%	Increased
306	FTI Fiduciary Trust International Lincoln, Massachusetts	$7.99M	+$7.76M	1	1.8%	New
307	Wilmington Savings Fund Society Wilmington, Delaware	$7.89M	+$133K	1	0.43%	Increased
308	First National Bank of Omaha Omaha, Nebraska	$7.78M	+$45.8K	1	0.51%	Increased
309	Bridges Investment Management Omaha, Nebraska	$7.74M	-$1.05M	1	0.3%	Reduced
310	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.72M	-$2.83K	1	1.05%	Reduced
311	CA Cullinan Associates Louisville, Kentucky	$7.7M	+$1.8M	1	0.56%	Increased
312	Cambridge Investment Research Advisors Fairfield, Iowa	$7.66M	+$464K	2	0.07%	Increased
313	Carnegie Investment Counsel Pepper Pike, Ohio	$7.58M	+$51.2K	3	0.49%	Increased
314	SCM Stevens Capital Management Radnor, Pennsylvania	$7.57M	-$17M	2	0.34%	Reduced
315	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.55M	+$12.1K	1	0.48%	Increased
316	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.54M	-$19K	4	0.16%	Reduced
317	MC Moors & Cabot Boston, Massachusetts	$7.53M	+$10.3K	2	0.95%	Increased
318	Sterling Capital Management Charlotte, North Carolina	$7.51M	+$1.52M	2	0.07%	Increased
319	DF Donoghue Forlines Boston, Massachusetts	$7.49M	+$7.32M	2	0.88%	New
320	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.47M	-$2.34M	1	0.52%	Reduced
321	Employees Retirement System of Texas Austin, Texas	$7.46M	-$3.95M	3	0.11%	Reduced
322	Andra AP-fonden Goteborg, Sweden	$7.45M	-$955K	1	0.21%	Reduced
323	Utah Retirement Systems Salt Lake City, Utah	$7.44M	-$178K	2	0.14%	Reduced
324	Advisor Group Phoenix, Arizona	$7.43M	+$861K	5	0.06%	Increased
325	VI Versor Investments New York	$7.39M	+$5.37M	1	0.49%	Increased