← 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	Ladenburg Thalmann Financial Services Miami, Florida	$4.62M	-$628K	4	0.05%	Reduced
352	SW SVB Wealth Boston, Massachusetts	$4.61M	+$1.23M	1	0.18%	Increased
353	DZ Bank Frankfurt Am Main, Germany	$4.61M	-$91.4K	1	0.02%	Reduced
354	PPCM Pillar Pacific Capital Management Pacifica, California	$4.58M	+$37.3K	1	0.63%	Increased
355	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.56M	-$4.38M	2	0.04%	Reduced
356	CIBC Private Wealth Group Atlanta, Georgia	$4.53M	-$921K	2	0.03%	Reduced
357	Andra AP-fonden Goteborg, Sweden	$4.51M	-$259K	1	0.11%	Reduced
358	PEAK6 Group Chicago, Illinois	$4.33M	+$3.6M	3	0.03%	Increased
359	CC ClearArc Capital Cincinnati, Ohio	$4.27M	+$2.49M	1	0.69%	Increased
360	MPM Meritage Portfolio Management Overland Park, Kansas	$4.25M	-$78.1K	1	0.44%	Reduced
361	FAT First American Trust Santa Ana, California	$4.23M	+$610	1	1.18%	Increased
362	CF CNA Financial Chicago, Illinois	$4.2M	$0	1	0.99%	Maintained
363	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.19M	+$4.11M	1	3.08%	New
364	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.07M	-$106K	1	0.04%	Reduced
365	B BP London, United Kingdom	$4.05M	-$381K	1	0.15%	Reduced
366	FIM Freedom Investment Management Hartford, Connecticut	$4.02M	+$451K	2	0.23%	Increased
367	CIBC Asset Management Toronto, Ontario, Canada	$3.99M	+$43.9K	1	0.03%	Increased
368	SIC Schwartz Investment Counsel Plymouth, Michigan	$3.96M	$0	1	0.25%	Maintained
369	Advisor Group Phoenix, Arizona	$3.95M	+$784K	4	0.07%	Increased
370	FNT First Nebraska Trust Lincoln, Nebraska	$3.94M	-$13.3K	1	0.88%	Reduced
371	Amalgamated Bank New York	$3.92M	+$1.39M	1	0.13%	Increased
372	Capital Investment Advisors Atlanta, Georgia	$3.91M	-$150K	1	0.28%	Reduced
373	Huntington National Bank Columbus, Ohio	$3.91M	-$390K	4	0.07%	Reduced
374	Caxton Associates (New York) New York	$3.89M	+$3.81M	1	0.15%	New
375	BlueCrest Capital Management St Helier, Jersey	$3.84M	+$3.77M	2	0.15%	New