← 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	William Blair & Company Chicago, Illinois	$3.55M	-$195K	2	0.03%	Reduced
327	HR Howe & Rusling Rochester, New York	$3.53M	+$136K	1	0.81%	Increased
328	Fifth Third Bancorp Cincinnati, Ohio	$3.52M	-$315K	4	0.03%	Reduced
329	CAM Cypress Asset Management Houston, Texas	$3.49M	-$46K	1	0.7%	Reduced
330	ProShare Advisors Bethesda, Maryland	$3.49M	+$212K	1	0.04%	Increased
331	TF Trutina Financial Bellevue, Washington	$3.47M	-$411K	1	4.31%	Reduced
332	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$3.47M	+$3.61M	1	3.34%	New
333	Regions Financial Corp Birmingham, Alabama	$3.46M	-$1.38M	2	0.05%	Reduced
334	WIS Wright Investors Service Shelton, Connecticut	$3.45M	-$94K	2	1.28%	Reduced
335	RPA Rock Point Advisors Burlington, Vermont	$3.38M	+$828	1	1.76%	Increased
336	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.35M	+$16.2K	3	0.11%	Increased
337	GIM Goelzer Investment Management Carmel, Indiana	$3.33M	-$63.6K	1	0.49%	Reduced
338	Brown Advisory Baltimore, Maryland	$3.32M	-$1.98M	2	0.01%	Reduced
339	Andra AP-fonden Goteborg, Sweden	$3.26M	+$114K	1	0.09%	Increased
340	CF CNA Financial Chicago, Illinois	$3.26M	$0	1	0.87%	Maintained
341	PCA Private Capital Advisors Darien, Connecticut	$3.26M	-$20K	1	1.41%	Reduced
342	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.23M	+$197K	1	0.09%	Increased
343	BOK Financial Tulsa, Oklahoma	$3.21M	-$680K	2	0.12%	Reduced
344	GP GLG Partners London, United Kingdom	$3.21M	+$3.34M	1	0.1%	New
345	SAS Spectrum Advisory Services Atlanta, Georgia	$3.11M	-$75.8K	1	1.24%	Reduced
346	KFP Keystone Financial Planning Cleveland, Ohio	$3.04M	+$2.59M	1	2.3%	Increased
347	Johnson Investment Counsel Cincinnati, Ohio	$3.01M	-$454K	2	0.11%	Reduced
348	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3M	-$194K	1	0.58%	Reduced
349	Ladenburg Thalmann Financial Services Miami, Florida	$2.99M	+$84.4K	3	0.06%	Increased
350	NIMC NWQ Investment Management Company Los Angeles, California	$2.99M	+$3.11M	1	0.05%	New