← 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	Choate Investment Advisors Boston, Massachusetts	$5.49M	-$134K	2	0.28%	Reduced
327	AMG National Trust Bank Greenwood Village, Colorado	$5.48M	+$188K	2	0.35%	Increased
328	RCM Riverhead Capital Management Wilmington, Delaware	$5.46M	+$1.04M	3	0.23%	Increased
329	Nikko Asset Management Americas New York	$5.44M	+$785K	1	0.14%	Increased
330	GL GLG LLC New York	$5.43M	$0	1	0.39%	Maintained
331	ProShare Advisors Bethesda, Maryland	$5.42M	+$1.79M	2	0.04%	Increased
332	ClearBridge Investments New York	$5.38M	-$389K	2	0.01%	Reduced
333	NCM Nelson Capital Management Menlo Park, California	$5.37M	-$777	1	1.67%	Reduced
334	BFG Beacon Financial Group Dallas, Texas	$5.36M	+$5.28M	1	0.93%	New
335	Voloridge Investment Management Jupiter, Florida	$5.35M	+$5.26M	2	0.12%	New
336	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.25M	-$18.1K	3	0.12%	Reduced
337	Wasatch Advisors Salt Lake City, Utah	$5.24M	+$938K	1	0.07%	Increased
338	GIM Goelzer Investment Management Carmel, Indiana	$5.2M	-$9.33K	1	0.58%	Reduced
339	FA FDx Advisors Chicago, Illinois	$5.19M	-$1.15M	2	0.14%	Reduced
340	TIM Thompson Investment Management Madison, Wisconsin	$5.18M	-$213K	1	0.91%	Reduced
341	Fort Washington Investment Advisors Cincinnati, Ohio	$5.17M	$0	1	0.05%	Maintained
342	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.16M	+$104K	1	0.57%	Increased
343	CIBC Private Wealth Group Atlanta, Georgia	$5.06M	-$833K	3	0.02%	Reduced
344	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.04M	-$20.2K	1	3.32%	Reduced
345	FTB First Trust Bank Nassau, Bahamas	$5.02M	$0	1	13.51%	Maintained
346	Andra AP-fonden Goteborg, Sweden	$5.02M	$0	1	0.11%	Maintained
347	TIAAOA Teachers Insurance & Annuity Association of America New York	$4.95M	+$4.87M	1	0.25%	New
348	VDBMI Van Den Berg Management I Austin, Texas	$4.92M	-$86.3K	1	0.55%	Reduced
349	PPCM Pillar Pacific Capital Management Pacifica, California	$4.91M	-$20.8K	1	0.6%	Reduced
350	Intact Investment Management Montreal, Quebec, Canada	$4.88M	$0	1	0.2%	Maintained