← 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 Moors & Cabot Boston, Massachusetts	$5.41M	+$395K	2	0.92%	Increased
327	NI Nepsis Inc Minneapolis, Minnesota	$5.35M	+$471K	1	3.12%	Increased
328	Arrowstreet Capital Boston, Massachusetts	$5.29M	+$4.64M	1	0.03%	Increased
329	B BP London, United Kingdom	$5.16M	+$1.78M	1	0.13%	Increased
330	WM WCG Management New York	$5.16M	+$4.94M	1	4.8%	New
331	South Dakota Investment Council Sioux Falls, South Dakota	$5.13M	+$778K	1	0.1%	Increased
332	CF CNA Financial Chicago, Illinois	$5.12M	+$391K	1	1.19%	Increased
333	NCM Northroad Capital Management New York	$5.11M	-$532K	1	2.31%	Reduced
334	Truist Financial Charlotte, North Carolina	$5.1M	-$26K	2	0.15%	Reduced
335	MIS Morningstar Investment Services Chicago, Illinois	$5.09M	-$65.9K	2	0.24%	Reduced
336	Acadian Asset Management Boston, Massachusetts	$5.08M	-$3.37M	1	0.02%	Reduced
337	SAS Spectrum Advisory Services Atlanta, Georgia	$5.07M	-$82.2K	1	1.76%	Reduced
338	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.03M	-$613K	1	0.04%	Reduced
339	FPCM Financial Partners Capital Management New York	$5.01M	+$139K	1	1.36%	Increased
340	PIM Progressive Investment Management Lake Oswego, Oregon	$4.99M	-$854K	1	1.71%	Reduced
341	Rothschild & Co Asset Management US Stamford, Connecticut	$4.96M	+$3.97M	1	0.1%	Increased
342	MUFG Americas New York	$4.94M	+$797K	3	0.16%	Increased
343	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.94M	+$172K	1	0.12%	Increased
344	EWM Edge Wealth Management New York	$4.9M	+$599K	2	1.8%	Increased
345	LPL Financial San Diego, California	$4.9M	+$321K	3	0.03%	Increased
346	KIA KCM Investment Advisors Greenbrae, California	$4.88M	+$122K	2	0.41%	Increased
347	DVM Dreman Value Management West Palm Beach, Florida	$4.86M	-$715K	2	0.4%	Reduced
348	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$4.86M	+$31.9K	1	2.43%	Increased
349	JP Morgan Private Wealth Advisors San Francisco, California	$4.79M	+$173K	2	0.06%	Increased
350	CAM Cypress Asset Management Houston, Texas	$4.72M	+$279K	1	0.87%	Increased