← 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	PPCM Pillar Pacific Capital Management Pacifica, California	$4.02M	+$32.8K	1	0.63%	Increased
327	MPM Meritage Portfolio Management Overland Park, Kansas	$3.92M	+$193K	1	0.43%	Increased
328	Huntington National Bank Columbus, Ohio	$3.87M	+$1.51M	4	0.07%	Increased
329	Ladenburg Thalmann Financial Services Miami, Florida	$3.82M	-$45.6K	4	0.06%	Reduced
330	Highbridge Capital Management New York	$3.81M	+$3.75M	1	0.06%	New
331	Williams Jones & Associates New York	$3.8M	+$187K	1	0.11%	Increased
332	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.79M	-$4.41M	1	0.03%	Reduced
333	B BP London, United Kingdom	$3.75M	+$129K	1	0.14%	Increased
334	TF Trutina Financial Bellevue, Washington	$3.7M	-$204K	1	4.75%	Reduced
335	Janus Henderson Group London,	$3.65M	$0	1	0.03%	Maintained
336	Walleye Trading New York	$3.6M	+$2.02M	3	0.02%	Increased
337	FAT First American Trust Santa Ana, California	$3.54M	+$871K	1	1.11%	Increased
338	WIS Wright Investors Service Shelton, Connecticut	$3.53M	-$138K	2	1.47%	Reduced
339	Synovus Financial Columbus, Georgia	$3.53M	+$541K	2	0.08%	Increased
340	BIC Bridges Investment Counsel Omaha, Nebraska	$3.52M	-$12.9K	1	0.74%	Reduced
341	Putnam Investments Boston, Massachusetts	$3.5M	-$1.9M	2	0.01%	Reduced
342	Kornitzer Capital Management Shawnee Mission, Kansas	$3.46M	-$1.45M	1	0.06%	Reduced
343	Stephens Inc Little Rock, Arkansas	$3.44M	+$1.07M	1	0.15%	Increased
344	WesBanco Bank Wheeling, West Virginia	$3.44M	-$1.05M	1	0.2%	Reduced
345	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.43M	-$112K	2	1.68%	Reduced
346	TA Teton Advisors Rye, New York	$3.4M	$0	2	0.3%	Maintained
347	LSA L & S Advisors Los Angeles, California	$3.38M	-$468K	1	0.93%	Reduced
348	ECM Estabrook Capital Management New York	$3.38M	-$38.8K	1	0.5%	Reduced
349	Bridgewater Associates Westport, Connecticut	$3.35M	-$3.96M	1	0.03%	Reduced
350	UR USCA RIA Houston, Texas	$3.35M	+$174K	1	0.56%	Increased