← 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	Choate Investment Advisors Boston, Massachusetts	$4.93M	-$251K	2	0.26%	Reduced
352	Meag Munich Ergo Munich, Germany	$4.79M	+$1.67M	1	0.2%	Increased
353	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$4.76M	+$401K	1	1.57%	Increased
354	DZ Bank Frankfurt Am Main, Germany	$4.75M	+$4.03M	1	0.02%	Increased
355	MAM Meeder Asset Management Dublin, Ohio	$4.72M	+$666K	2	0.44%	Increased
356	Capital Investment Advisors Atlanta, Georgia	$4.71M	+$209K	1	0.31%	Increased
357	Brinker Capital Berwyn, Pennsylvania	$4.69M	+$815K	2	0.18%	Increased
358	CIBC Private Wealth Group Atlanta, Georgia	$4.69M	-$238K	2	0.02%	Reduced
359	Fort Washington Investment Advisors Cincinnati, Ohio	$4.63M	-$619K	1	0.05%	Reduced
360	Bragg Financial Advisors Charlotte, North Carolina	$4.61M	+$366K	1	0.67%	Increased
361	William Blair & Company Chicago, Illinois	$4.55M	+$14K	2	0.03%	Increased
362	Nissay Asset Management Tokyo, Japan	$4.51M	-$280K	1	0.14%	Reduced
363	PPCM Pillar Pacific Capital Management Pacifica, California	$4.51M	+$176K	1	0.54%	Increased
364	Advisor Group Phoenix, Arizona	$4.5M	-$230K	4	0.06%	Reduced
365	FTB First Trust Bank Nassau, Bahamas	$4.44M	$0	1	9.51%	Maintained
366	WTFG Wells Trecaso Financial Group Akron, Ohio	$4.32M	+$273K	1	4.11%	Increased
367	BOK Financial Tulsa, Oklahoma	$4.3M	+$228K	2	0.12%	Increased
368	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.28M	+$11.9K	1	3.03%	Increased
369	Marshall Wace North America New York	$4.28M	-$12.5M	2	0.02%	Reduced
370	KPF K2 Principal Fund Toronto, Ontario, Canada	$4.27M	+$4.63M	1	0.24%	New
371	First Citizens Bank & Trust Raleigh, North Carolina	$4.26M	+$147K	1	0.58%	Increased
372	WAM World Asset Management Detroit, Michigan	$4.23M	-$1.81M	2	0.2%	Reduced
373	RBA Richard Bernstein Advisors New York	$4.22M	+$4.33M	1	0.15%	New
374	MPM Meritage Portfolio Management Overland Park, Kansas	$4.2M	-$2.22K	1	0.41%	Reduced
375	Beutel, Goodman & Co Toronto, Ontario, Canada	$4.2M	-$1.67M	1	0.03%	Reduced