← 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	SEI Investments Oaks, Pennsylvania	$3.53M	-$416K	3	0.03%	Reduced
327	WIS Wright Investors Service Shelton, Connecticut	$3.53M	-$360K	1	1.6%	Reduced
328	AIA Alerus Investment Advisors Wayzata, Minnesota	$3.53M	-$586K	1	0.62%	Reduced
329	CAM Cypress Asset Management Houston, Texas	$3.49M	-$25.1K	1	0.73%	Reduced
330	SW SVB Wealth Boston, Massachusetts	$3.44M	-$2.05M	1	0.13%	Reduced
331	D.E. Shaw & Co New York	$3.44M	+$516K	2	0.01%	Increased
332	Putnam Investments Boston, Massachusetts	$3.43M	-$26.7M	2	0.01%	Reduced
333	NCM Northroad Capital Management New York	$3.43M	-$177K	1	2.02%	Reduced
334	Johnson Investment Counsel Cincinnati, Ohio	$3.4M	-$2.06M	2	0.12%	Reduced
335	LPL Financial San Diego, California	$3.38M	-$767K	2	0.02%	Reduced
336	Boston Trust Walden Boston, Massachusetts	$3.38M	-$1.72M	2	0.06%	Reduced
337	RPA Rock Point Advisors Burlington, Vermont	$3.37M	+$125K	1	1.85%	Increased
338	BCM Bourgeon Capital Management Darien, Connecticut	$3.36M	+$236K	1	2.35%	Increased
339	HR Howe & Rusling Rochester, New York	$3.35M	-$105K	3	0.83%	Reduced
340	GIM Goelzer Investment Management Carmel, Indiana	$3.34M	+$21.8K	1	0.53%	Increased
341	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.29M	+$31.3K	3	0.11%	Increased
342	MUFG Americas New York	$3.27M	-$340K	3	0.12%	Reduced
343	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.24M	+$312K	1	0.04%	Increased
344	ProShare Advisors Bethesda, Maryland	$3.24M	+$606K	1	0.05%	Increased
345	PCA Private Capital Advisors Darien, Connecticut	$3.23M	-$1K	1	1.35%	Reduced
346	CF CNA Financial Chicago, Illinois	$3.21M	-$751K	1	0.8%	Reduced
347	HBK Investments Dallas, Texas	$3.18M	+$3.62M	2	0.03%	New
348	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.14M	+$257K	1	0.62%	Increased
349	SAS Spectrum Advisory Services Atlanta, Georgia	$3.14M	-$23.6K	1	1.3%	Reduced
350	Jane Street New York	$3.13M	-$10.4M	1	0.02%	Reduced