← 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	Alpha Cubed Investments Irvine, California	$24.6M	-$647K	1	1.28%	Reduced
302	Mutual of America Capital Management New York	$24.4M	-$349K	4	0.26%	Reduced
303	Fidelity International Hamilton, Bermuda	$24.3M	+$7.12M	2	0.02%	Increased
304	Daiwa Securities Group Tokyo, Japan	$24.1M	+$1.38M	2	0.14%	Increased
305	RAM Rempart Asset Management Montreal, Canada	$24M	-$61.7K	1	4.62%	Reduced
306	Vontobel Holding Zurich, Switzerland	$23.9M	+$16M	2	0.19%	Increased
307	NewEdge Advisors New Orleans, Louisiana	$23.9M	+$3.02M	4	0.21%	Increased
308	Gotham Asset Management New York	$23.9M	+$4.82M	4	0.36%	Increased
309	Oppenheimer & Co New York	$23.7M	-$1.47M	4	0.39%	Reduced
310	Raymond James Trust St. Petersburg, Florida	$23.6M	+$124K	3	0.57%	Increased
311	PCM Pinnbrook Capital Management New York	$23.5M	+$2.99M	2	1.97%	Increased
312	Hantz Financial Services Southfield, Michigan	$23.2M	-$916K	2	0.45%	Reduced
313	Advisors Asset Management Monument, Colorado	$23.1M	-$1.95M	3	0.44%	Reduced
314	Pathstone Holdings Englewood, New Jersey	$22.9M	+$2.94M	4	0.11%	Increased
315	LI Leeward Investments Boston, Massachusetts	$22.8M	-$870K	1	1.01%	Reduced
316	CIG Cullen Investment Group Lafayette, Louisiana	$22.7M	+$445K	1	3.58%	Increased
317	Walleye Capital New York	$22.7M	+$16.3M	3	0.04%	Increased
318	Moran Wealth Management Naples, Florida	$22.7M	-$920K	1	0.74%	Reduced
319	PP Prospector Partners Guilford, Connecticut	$22.6M	+$260K	1	2.48%	Increased
320	LBC Lowe Brockenbrough & Co Richmond, Virginia	$22.4M	+$4.67M	1	1.52%	Increased
321	CIBC World Market Toronto, Ontario, Canada	$22.3M	+$325K	3	0.05%	Increased
322	Utah Retirement Systems Salt Lake City, Utah	$22.3M	$0	2	0.26%	Maintained
323	State of Alaska Department of Revenue Juneau, Alaska	$22.2M	-$1.2M	4	0.25%	Reduced
324	WesBanco Bank Wheeling, West Virginia	$22.1M	-$746K	1	0.83%	Reduced
325	Czech National Bank Prague, Czech Republic	$22M	+$85K	1	0.28%	Increased