← 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	B BP London, United Kingdom	$5.16M	$0	1	0.16%	Maintained
327	Kornitzer Capital Management Shawnee Mission, Kansas	$5.16M	+$476K	1	0.06%	Increased
328	KIA KCM Investment Advisors Greenbrae, California	$5.14M	+$262K	2	0.41%	Increased
329	South Dakota Investment Council Sioux Falls, South Dakota	$5.13M	$0	1	0.1%	Maintained
330	CF CNA Financial Chicago, Illinois	$5.12M	$0	1	1.19%	Maintained
331	MUFG Americas New York	$5.12M	+$182K	3	0.17%	Increased
332	IHL Investment House LLC Redondo Beach, California	$5.11M	+$648K	1	0.82%	Increased
333	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.05M	+$116K	1	0.12%	Increased
334	Zurich Cantonal Bank Zurich, Switzerland	$5.03M	+$849K	1	0.07%	Increased
335	United Capital Financial Advisors Irving, Texas	$5M	+$789K	2	0.06%	Increased
336	KBC Group Brussels, Belgium	$4.93M	-$1.58M	3	0.06%	Reduced
337	ProShare Advisors Bethesda, Maryland	$4.93M	-$513K	2	0.06%	Reduced
338	QIM Quest Investment Management Lake Oswego, Oregon	$4.9M	-$561K	1	0.66%	Reduced
339	MIS Morningstar Investment Services Chicago, Illinois	$4.88M	-$215K	2	0.21%	Reduced
340	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$4.81M	-$1.74M	1	0.39%	Reduced
341	JP Morgan Private Wealth Advisors San Francisco, California	$4.79M	-$9.61K	3	0.05%	Reduced
342	Welch & Forbes Boston, Massachusetts	$4.78M	-$811K	1	0.14%	Reduced
343	MC Middleton & Co Boston, Massachusetts	$4.74M	+$1.04M	1	1.04%	Increased
344	Choate Investment Advisors Boston, Massachusetts	$4.65M	-$28K	2	0.26%	Reduced
345	EWM Edge Wealth Management New York	$4.62M	-$271K	2	1.55%	Reduced
346	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.61M	-$833K	1	0.06%	Reduced
347	SAS Spectrum Advisory Services Atlanta, Georgia	$4.59M	-$476K	1	1.62%	Reduced
348	CAM Cypress Asset Management Houston, Texas	$4.59M	-$130K	1	0.86%	Reduced
349	Ladenburg Thalmann Financial Services Miami, Florida	$4.56M	+$1.08M	3	0.09%	Increased
350	DVM Dreman Value Management West Palm Beach, Florida	$4.56M	-$300K	2	0.39%	Reduced