← 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	Carnegie Investment Counsel Pepper Pike, Ohio	$7.46M	-$104K	2	0.48%	Reduced
302	Bridges Investment Management Omaha, Nebraska	$7.41M	-$313K	1	0.28%	Reduced
303	Advisor Group Phoenix, Arizona	$7.39M	+$18.9K	5	0.05%	Increased
304	UR USCA RIA Houston, Texas	$7.37M	+$319K	1	0.72%	Increased
305	Utah Retirement Systems Salt Lake City, Utah	$7.31M	-$38.7K	2	0.14%	Reduced
306	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.2M	-$109K	4	0.15%	Reduced
307	Rockefeller Capital Management New York	$7.19M	+$2.25M	4	0.1%	Increased
308	Andra AP-fonden Goteborg, Sweden	$7.19M	-$235K	1	0.21%	Reduced
309	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.16M	-$292K	1	0.52%	Reduced
310	Nippon Life Global Investors Americas New York	$7.12M	-$886K	1	0.52%	Reduced
311	Jane Street New York	$6.97M	-$1.06M	2	0.01%	Reduced
312	Stephens Inc Little Rock, Arkansas	$6.96M	+$225K	1	0.15%	Increased
313	CM Capital Management Glen Allen, Virginia	$6.96M	-$47.3K	1	1.91%	Reduced
314	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.95M	-$52.4K	2	0.98%	Reduced
315	ECG Edge Capital Group Atlanta, Georgia	$6.92M	-$52.3K	1	0.7%	Reduced
316	First Manhattan New York	$6.91M	+$2.98M	5	0.04%	Increased
317	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.85M	+$304K	3	0.11%	Increased
318	ClearBridge Investments New York	$6.82M	-$24.3M	3	0.01%	Reduced
319	Quantbot Technologies New York	$6.81M	+$6.26M	3	0.67%	Increased
320	Sterling Capital Management Charlotte, North Carolina	$6.76M	-$718K	2	0.06%	Reduced
321	MUFG Securities EMEA London, United Kingdom	$6.75M	-$14.3M	2	0.08%	Reduced
322	Calamos Advisors Naperville, Illinois	$6.7M	+$566K	1	0.04%	Increased
323	Bragg Financial Advisors Charlotte, North Carolina	$6.68M	+$218K	1	0.81%	Increased
324	GIA Granite Investment Advisors Concord, New Hampshire	$6.68M	-$436K	1	1.31%	Reduced
325	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.62M	-$92.7K	4	0.11%	Reduced