← 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	Andra AP-fonden Goteborg, Sweden	$3.92M	$0	1	0.1%	Maintained
327	CF CNA Financial Chicago, Illinois	$3.92M	$0	1	1.05%	Maintained
328	IRF IBM Retirement Fund Armonk, New York	$3.91M	-$2.91M	1	0.15%	Reduced
329	Williams Jones & Associates New York	$3.91M	-$4.32M	1	0.18%	Reduced
330	Truist Financial Charlotte, North Carolina	$3.9M	-$1.63M	2	0.1%	Reduced
331	BOK Financial Tulsa, Oklahoma	$3.81M	-$25.1K	2	0.14%	Reduced
332	Weiss Multi-Strategy Advisers New York	$3.8M	+$3.36M	1	0.17%	New
333	Janus Henderson Group London,	$3.78M	+$3.34M	1	0.03%	New
334	AMG National Trust Bank Greenwood Village, Colorado	$3.75M	+$842K	2	0.34%	Increased
335	Putnam Investments Boston, Massachusetts	$3.63M	+$54.3K	2	0.01%	Increased
336	TF Trutina Financial Bellevue, Washington	$3.63M	-$156K	1	4.06%	Reduced
337	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.57M	+$32K	2	1.73%	Increased
338	BIC Bridges Investment Counsel Omaha, Nebraska	$3.56M	-$2.42M	1	0.77%	Reduced
339	Conning Inc Hartford, Connecticut	$3.54M	+$2.51M	1	0.15%	Increased
340	Artisan Partners Milwaukee, Wisconsin	$3.53M	-$9.91M	1	0.01%	Reduced
341	SI Sensato Investors San Francisco, California	$3.52M	+$3.2M	1	0.63%	New
342	SAS Spectrum Advisory Services Atlanta, Georgia	$3.47M	-$238K	1	1.36%	Reduced
343	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.45M	-$134K	1	0.65%	Reduced
344	BWM Braver Wealth Management Needham, Massachusetts	$3.45M	+$366K	1	0.57%	Increased
345	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$3.45M	+$6.91K	1	1.4%	Increased
346	EverPoint Asset Management Stamford, Connecticut	$3.44M	+$939K	1	0.07%	Increased
347	B BP London, United Kingdom	$3.44M	-$1.16M	1	0.14%	Reduced
348	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.43M	+$329K	1	0.02%	Increased
349	Fidelity International Hamilton, Bermuda	$3.43M	+$314K	1	0.01%	Increased
350	Dynamic Advisor Solutions Phoenix, Arizona	$3.43M	-$124K	1	1.46%	Reduced