← 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	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.32M	+$8.58K	1	3.27%	Increased
352	William Blair & Company Chicago, Illinois	$3.3M	-$1.16M	2	0.03%	Reduced
353	CIBC Asset Management Toronto, Ontario, Canada	$3.3M	-$263K	1	0.02%	Reduced
354	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.29M	-$4.29K	1	0.17%	Reduced
355	BOK Financial Tulsa, Oklahoma	$3.28M	-$342K	2	0.11%	Reduced
356	Oppenheimer & Co New York	$3.26M	-$127K	2	0.1%	Reduced
357	CIC Cornercap Investment Counsel Atlanta, Georgia	$3.25M	+$235K	1	0.59%	Increased
358	FNT First Nebraska Trust Lincoln, Nebraska	$3.24M	-$76K	1	0.84%	Reduced
359	AHL Partners London, United Kingdom	$3.23M	+$1.33M	2	0.12%	Increased
360	SG Americas Securities New York	$3.22M	+$2.09M	3	0.03%	Increased
361	LM Lincluden Management Mississauga, Ontario, Canada	$3.21M	+$46.7K	1	0.47%	Increased
362	LNB Ledyard National Bank	$3.18M	-$21.8K	2	0.57%	Reduced
363	DCM Dupont Capital Management Wilmington, Delaware	$3.18M	+$760K	1	0.07%	Increased
364	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$3.16M	+$1.63M	1	0.04%	Increased
365	Bridgeway Capital Management Houston, Texas	$3.16M	$0	2	0.05%	Maintained
366	ECM EagleClaw Capital Management Boston, Massachusetts	$3.14M	+$27.5K	1	2.01%	Increased
367	Carnegie Investment Counsel Pepper Pike, Ohio	$3.13M	+$17.5K	1	0.45%	Increased
368	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.09M	-$2.62M	1	0.07%	Reduced
369	Jane Street New York	$3.05M	+$1.74M	1	0.01%	Increased
370	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.04M	-$459K	1	0.15%	Reduced
371	MIM Marco Investment Management Atlanta, Georgia	$3.02M	$0	1	0.54%	Maintained
372	QS Investors New York	$3.01M	+$698K	3	0.02%	Increased
373	MCM Marathon Capital Management Hunt Valley, Maryland	$2.96M	+$2.14K	1	1.47%	Increased
374	Vident Investment Advisory Alpharetta, Georgia	$2.96M	+$2.91M	1	0.39%	New
375	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.96M	+$33.6K	1	0.31%	Increased