← 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	Andra AP-fonden Goteborg, Sweden	$3.11M	+$2.06M	1	0.09%	Increased
352	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.09M	-$64.9K	1	0.86%	Reduced
353	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.02M	-$37K	1	0.17%	Reduced
354	OI Oakbrook Investments Lisle, Illinois	$3.01M	+$1.7M	1	0.2%	Increased
355	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.99M	-$31.2K	1	0.09%	Reduced
356	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.99M	+$697K	1	0.36%	Increased
357	Segall Bryant & Hamill Chicago, Illinois	$2.98M	-$731K	3	0.07%	Reduced
358	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$2.97M	+$19.6K	1	0.02%	Increased
359	TC TFS Capital West Chester, Pennsylvania	$2.9M	+$1.92M	1	0.28%	Increased
360	ECM Estabrook Capital Management New York	$2.9M	-$7.37M	1	0.42%	Reduced
361	Ladenburg Thalmann Financial Services Miami, Florida	$2.88M	-$766K	3	0.06%	Reduced
362	Bowen Hanes & Co Ponte Vedra Beach, Florida	$2.87M	-$14.1M	1	0.17%	Reduced
363	CCC Chelsea Counsel Company Los Angeles, California	$2.81M	-$21.4K	1	0.67%	Reduced
364	HL HeadInvest LLC Portland, Maine	$2.81M	+$501	2	1.13%	Increased
365	GE General Electric Evendale, Ohio	$2.8M	$0	1	0.01%	Maintained
366	LSV Asset Management Chicago, Illinois	$2.77M	+$3.19M	1	0.01%	New
367	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$2.77M	+$3.18M	1	1.15%	New
368	MCM Marathon Capital Management Hunt Valley, Maryland	$2.76M	+$308K	1	1.4%	Increased
369	City National Bank Beverly Hills, Delaware	$2.75M	-$481K	1	0.02%	Reduced
370	PP Paloma Partners Greenwich, Connecticut	$2.74M	+$328K	1	0.06%	Increased
371	CA Cullinan Associates Louisville, Kentucky	$2.72M	+$137K	1	0.25%	Increased
372	TA Teton Advisors Rye, New York	$2.71M	$0	2	0.21%	Maintained
373	Curi RMB Capital Chicago, Illinois	$2.71M	+$337K	1	0.18%	Increased
374	EWM Endurance Wealth Management Providence, Rhode Island	$2.71M	-$297K	2	0.48%	Reduced
375	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.69M	+$136K	1	0.13%	Increased