← 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	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.41M	+$386K	2	0.12%	Increased
327	Brookstone Capital Management Wheaton, Illinois	$3.4M	+$555K	1	0.44%	Increased
328	MPM Meritage Portfolio Management Overland Park, Kansas	$3.38M	+$981K	1	0.38%	Increased
329	RIG Roosevelt Investment Group New York	$3.37M	-$11.3M	1	0.26%	Reduced
330	DA Denali Advisors San Diego, California	$3.36M	+$3.25M	1	0.58%	Increased
331	Bridgeway Capital Management Houston, Texas	$3.36M	$0	2	0.05%	Maintained
332	Virtu KCG Holdings New York	$3.33M	+$957K	2	0.07%	Increased
333	Janus Henderson Group London,	$3.31M	-$302K	1	0.03%	Reduced
334	BOK Financial Tulsa, Oklahoma	$3.29M	-$372K	2	0.12%	Reduced
335	B BP London, United Kingdom	$3.28M	$0	1	0.13%	Maintained
336	Williams Jones & Associates New York	$3.28M	-$461K	1	0.1%	Reduced
337	WIS Wright Investors Service Shelton, Connecticut	$3.25M	+$1.18M	2	1.33%	Increased
338	Fidelity International Hamilton, Bermuda	$3.24M	-$31.6K	1	0.01%	Reduced
339	CIBC Asset Management Toronto, Ontario, Canada	$3.24M	+$101K	1	0.02%	Increased
340	BWM Braver Wealth Management Needham, Massachusetts	$3.22M	-$72.7K	1	0.55%	Reduced
341	BIC Bridges Investment Counsel Omaha, Nebraska	$3.21M	-$190K	1	0.71%	Reduced
342	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.21M	-$223K	2	1.53%	Reduced
343	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.19M	+$135K	1	0.14%	Increased
344	Carnegie Investment Counsel Pepper Pike, Ohio	$3.18M	-$39.6K	1	0.45%	Reduced
345	NIMC NWQ Investment Management Company Los Angeles, California	$3.13M	$0	1	0.05%	Maintained
346	Fifth Third Bancorp Cincinnati, Ohio	$3.11M	+$255K	2	0.03%	Increased
347	ECM Estabrook Capital Management New York	$3.11M	-$63K	1	0.47%	Reduced
348	TA Teton Advisors Rye, New York	$3.1M	$0	2	0.28%	Maintained
349	BCM Bourgeon Capital Management Darien, Connecticut	$3.09M	-$98.3K	1	2.01%	Reduced
350	Oppenheimer & Co New York	$3.05M	-$67.2K	2	0.09%	Reduced