← 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	Brinker Capital Berwyn, Pennsylvania	$8.41M	+$1.26M	3	0.26%	Increased
302	ECG Edge Capital Group Atlanta, Georgia	$8.36M	+$447K	1	0.81%	Increased
303	Crossmark Global Holdings Houston, Texas	$8.36M	+$1.65M	3	0.23%	Increased
304	BOK Financial Tulsa, Oklahoma	$8.34M	+$5.23M	2	0.19%	Increased
305	Stephens Inc Little Rock, Arkansas	$8.29M	+$336K	1	0.17%	Increased
306	UR USCA RIA Houston, Texas	$8.22M	-$165K	1	0.74%	Reduced
307	Utah Retirement Systems Salt Lake City, Utah	$8.21M	-$129K	2	0.14%	Reduced
308	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.2M	-$36.3K	4	0.16%	Reduced
309	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$8.17M	-$536K	1	0.48%	Reduced
310	Squarepoint New York	$8.1M	-$11.5M	5	0.05%	Reduced
311	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$8.06M	+$12.3K	1	1.89%	Increased
312	ClearBridge Investments New York	$7.97M	+$97.7K	3	0.01%	Increased
313	FP Foundry Partners Minneapolis, Minnesota	$7.96M	-$7.11M	1	0.3%	Reduced
314	Employees Retirement System of Texas Austin, Texas	$7.83M	+$1.35M	1	0.12%	Increased
315	Marshall Wace London, United Kingdom	$7.78M	-$3.74M	3	0.05%	Reduced
316	Bragg Financial Advisors Charlotte, North Carolina	$7.77M	+$153K	1	0.87%	Increased
317	First Manhattan New York	$7.77M	-$238K	5	0.04%	Reduced
318	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$7.76M	-$2.09M	1	0.05%	Reduced
319	Andra AP-fonden Goteborg, Sweden	$7.71M	-$453K	1	0.22%	Reduced
320	Bridges Investment Management Omaha, Nebraska	$7.7M	-$694K	1	0.29%	Reduced
321	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.54M	-$24.9K	4	0.12%	Reduced
322	Calamos Advisors Naperville, Illinois	$7.51M	-$118K	1	0.04%	Reduced
323	BRA Biechele Royce Advisors Fishers, Indiana	$7.46M	+$95.1K	1	4.49%	Increased
324	Mercer Global Advisors Denver, Colorado	$7.41M	+$943K	2	0.15%	Increased
325	Oppenheimer & Co New York	$7.37M	+$324K	3	0.18%	Increased