← 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
326	MC Martin Currie Edinburgh, United Kingdom	$5.87M	+$5.72M	1	0.63%	New
327	PP PDT Partners New York	$5.85M	+$415K	2	0.16%	Increased
328	TIM Thompson Investment Management Madison, Wisconsin	$5.82M	+$108K	1	1.26%	Increased
329	Utah Retirement Systems Salt Lake City, Utah	$5.81M	-$47K	1	0.19%	Reduced
330	VCAM Van Cleef Asset Management Beachwood, Ohio	$5.81M	+$23.1K	2	2.86%	Increased
331	Panagora Asset Management Boston, Massachusetts	$5.59M	-$507K	4	0.03%	Reduced
332	TA Teton Advisors Rye, New York	$5.57M	-$285K	2	0.43%	Reduced
333	Weiss Multi-Strategy Advisers New York	$5.57M	-$6.01M	1	0.12%	Reduced
334	Employees Retirement System of Texas Austin, Texas	$5.56M	$0	2	0.07%	Maintained
335	DIA Davidson Investment Advisors Great Falls, Montana	$5.52M	+$58K	1	0.89%	Increased
336	Bridges Investment Management Omaha, Nebraska	$5.45M	+$161K	1	1.35%	Increased
337	SAS Spectrum Advisory Services Atlanta, Georgia	$5.31M	-$148K	1	2.05%	Reduced
338	Curi RMB Capital Chicago, Illinois	$5.25M	-$160K	2	0.38%	Reduced
339	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$5.24M	-$439K	1	0.3%	Reduced
340	VCM Vigilant Capital Management Portland, Maine	$5.16M	+$16.3K	3	1.46%	Increased
341	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$5.09M	+$3.41M	1	0.01%	Increased
342	TCM Tradition Capital Management Summit, New Jersey	$5.09M	+$20.2K	1	1.8%	Increased
343	TC TFS Capital West Chester, Pennsylvania	$5.07M	+$1.86M	3	0.23%	Increased
344	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.05M	+$2.35M	1	1.23%	Increased
345	EP Wealth Advisors Torrance, California	$5.04M	+$242K	1	1.58%	Increased
346	WMC Westwood Management Corporation Chicago, Illinois	$5.02M	-$1.87M	1	0.96%	Reduced
347	SCM Salem Capital Management Woburn, Massachusetts	$5.01M	+$236K	1	2.31%	Increased
348	Raymond James & Associates St Petersburg, Florida	$5M	-$384K	2	0.04%	Reduced
349	PIM Progressive Investment Management Lake Oswego, Oregon	$4.96M	-$2.01M	1	1.84%	Reduced
350	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.96M	+$4.21M	2	1.06%	Increased