← 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	Williams Jones & Associates New York	$4.75M	-$196K	1	0.12%	Reduced
327	Janus Henderson Group London,	$4.73M	+$63.9K	1	0.03%	Increased
328	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.71M	-$128K	2	0.51%	Reduced
329	TIM Thompson Investment Management Madison, Wisconsin	$4.7M	-$1.01M	1	0.9%	Reduced
330	AMG National Trust Bank Greenwood Village, Colorado	$4.7M	-$202K	2	0.36%	Reduced
331	Synovus Financial Columbus, Georgia	$4.67M	+$447K	2	0.1%	Increased
332	CCM Cadence Capital Management Boston, Massachusetts	$4.57M	-$784K	1	0.32%	Reduced
333	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.57M	+$1.26M	1	0.28%	Increased
334	Andra AP-fonden Goteborg, Sweden	$4.54M	-$1.03M	1	0.11%	Reduced
335	Squarepoint New York	$4.54M	-$493K	1	0.13%	Reduced
336	TCM Tygh Capital Management Portland, Oregon	$4.5M	+$4.21M	1	1.05%	New
337	DZ Bank Frankfurt Am Main, Germany	$4.48M	$0	1	0.02%	Maintained
338	FTB First Trust Bank Nassau, Bahamas	$4.38M	$0	1	16.1%	Maintained
339	QS Investors New York	$4.37M	+$389K	3	0.04%	Increased
340	Stephens Inc Little Rock, Arkansas	$4.33M	+$308K	1	0.16%	Increased
341	PPCM Pillar Pacific Capital Management Pacifica, California	$4.27M	+$118K	1	0.61%	Increased
342	B BP London, United Kingdom	$4.23M	$0	1	0.16%	Maintained
343	Huntington National Bank Columbus, Ohio	$4.12M	-$213K	4	0.07%	Reduced
344	MPM Meritage Portfolio Management Overland Park, Kansas	$4.12M	-$225K	1	0.43%	Reduced
345	FAT First American Trust Santa Ana, California	$4.03M	-$40.8K	1	1.23%	Reduced
346	SM Seminole Management New York	$4.01M	+$3.84M	1	0.74%	New
347	CF CNA Financial Chicago, Illinois	$4M	-$617K	1	0.89%	Reduced
348	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.98M	+$691K	1	0.04%	Increased
349	Wasatch Advisors Salt Lake City, Utah	$3.88M	-$772K	1	0.06%	Reduced
350	Capital Investment Advisors Atlanta, Georgia	$3.88M	+$939K	1	0.29%	Increased