← 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	GIM Goelzer Investment Management Carmel, Indiana	$4.3M	+$144K	1	0.56%	Increased
327	Wasatch Advisors Salt Lake City, Utah	$4.24M	-$782K	1	0.06%	Reduced
328	Janus Henderson Group London,	$4.22M	+$480K	1	0.03%	Increased
329	CF CNA Financial Chicago, Illinois	$4.2M	$0	1	0.94%	Maintained
330	Congress Asset Management Boston, Massachusetts	$4.13M	+$3.81M	2	0.09%	Increased
331	DZ Bank Frankfurt Am Main, Germany	$4.06M	+$3.97M	1	0.02%	New
332	ARTA A.R.T. Advisors New York	$4.05M	+$3.41M	1	0.24%	Increased
333	FA FDx Advisors Chicago, Illinois	$4.05M	+$2.77M	1	0.12%	Increased
334	UR USCA RIA Houston, Texas	$4.03M	+$594K	1	0.62%	Increased
335	FTB First Trust Bank Nassau, Bahamas	$3.94M	$0	1	7.29%	Maintained
336	EP Elkfork Partners Portland, Oregon	$3.94M	+$3.88M	3	0.13%	New
337	MPM Meritage Portfolio Management Overland Park, Kansas	$3.94M	-$57.4K	1	0.43%	Reduced
338	Huntington National Bank Columbus, Ohio	$3.93M	+$837	4	0.07%	Increased
339	First Citizens Bank & Trust Raleigh, North Carolina	$3.88M	-$1.71M	1	0.43%	Reduced
340	B BP London, United Kingdom	$3.83M	$0	1	0.14%	Maintained
341	SCM Sandler Capital Management New York	$3.81M	+$3.72M	1	0.34%	New
342	Synovus Financial Columbus, Georgia	$3.81M	+$212K	2	0.09%	Increased
343	O'Shaughnessy Asset Management Stamford, Connecticut	$3.79M	-$4.3M	2	0.09%	Reduced
344	DA Denali Advisors San Diego, California	$3.77M	-$1.15M	1	0.65%	Reduced
345	PPCM Pillar Pacific Capital Management Pacifica, California	$3.74M	-$27.7K	1	0.58%	Reduced
346	Fifth Third Bancorp Cincinnati, Ohio	$3.73M	-$2.24M	2	0.03%	Reduced
347	FAT First American Trust Santa Ana, California	$3.68M	+$65.2K	1	1.14%	Increased
348	GHCM Glen Harbor Capital Management San Diego, California	$3.67M	+$3.62M	3	0.1%	New
349	Kornitzer Capital Management Shawnee Mission, Kansas	$3.66M	+$430K	1	0.07%	Increased
350	QS Investors New York	$3.63M	+$552K	3	0.03%	Increased