← 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
351	Marshall Wace London, United Kingdom	$4.55M	+$4.55M	1	0.06%	New
352	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$4.53M	+$2.85M	1	1.24%	Increased
353	Segall Bryant & Hamill Chicago, Illinois	$4.52M	+$841K	3	0.1%	Increased
354	HA Heartland Advisors Milwaukee, Wisconsin	$4.5M	$0	1	0.11%	Maintained
355	City National Bank Beverly Hills, Delaware	$4.46M	+$639K	1	0.04%	Increased
356	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.43M	-$594K	1	0.03%	Reduced
357	Commonwealth Equity Services Waltham, Massachusetts	$4.39M	-$94.5K	2	0.05%	Reduced
358	OIM Opus Investment Management Worcester, Massachusetts	$4.37M	+$340K	1	0.77%	Increased
359	GIM Goelzer Investment Management Carmel, Indiana	$4.34M	-$54.3K	1	0.65%	Reduced
360	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.33M	-$5.83M	3	0.13%	Reduced
361	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.33M	-$259K	1	0.13%	Reduced
362	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.3M	-$6.18M	1	0.03%	Reduced
363	CC Curian Capital Denver, Colorado	$4.29M	+$687K	1	0.07%	Increased
364	PCA Private Capital Advisors Darien, Connecticut	$4.22M	-$16.5K	1	1.54%	Reduced
365	Parallax Volatility Advisers San Francisco, California	$4.17M	-$421K	1	0.01%	Reduced
366	LM Luminus Management Houston, Texas	$4.15M	-$1.29M	1	0.15%	Reduced
367	PP Palladium Partners Norfolk, Virginia	$4.14M	-$89.8K	1	0.35%	Reduced
368	Advisors Capital Management Ridgewood, New Jersey	$4.1M	+$448K	1	0.46%	Increased
369	BCM Bourgeon Capital Management Darien, Connecticut	$4.1M	-$40.8K	1	2.51%	Reduced
370	NCM Northroad Capital Management New York	$4.09M	-$992K	1	2.19%	Reduced
371	Truist Financial Charlotte, North Carolina	$4.08M	-$1.01M	2	0.12%	Reduced
372	WBC Westpac Banking Corp Sydney, Australia	$4.08M	+$722K	1	0.04%	Increased
373	HR Howe & Rusling Rochester, New York	$4.04M	+$772K	3	0.91%	Increased
374	KCA KR Capital Advisors New York	$3.99M	-$2.73M	1	1.36%	Reduced
375	ST Semper Trust King Of Prussia, Pennsylvania	$3.96M	-$559K	1	1.72%	Reduced