← 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	BOK Financial Tulsa, Oklahoma	$5.01M	+$1.03M	3	0.13%	Increased
352	Bragg Financial Advisors Charlotte, North Carolina	$4.95M	+$666K	2	0.71%	Increased
353	CCM Cadence Capital Management Boston, Massachusetts	$4.94M	+$187K	2	0.29%	Increased
354	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.92M	+$23.7K	1	0.55%	Increased
355	BFG Beacon Financial Group Dallas, Texas	$4.9M	-$51.1K	1	0.83%	Reduced
356	GIM Goelzer Investment Management Carmel, Indiana	$4.86M	+$69.8K	1	0.57%	Increased
357	Intact Investment Management Montreal, Quebec, Canada	$4.83M	$0	1	0.17%	Maintained
358	CA Cullinan Associates Louisville, Kentucky	$4.81M	+$31.7K	1	0.37%	Increased
359	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.79M	-$2.16M	1	0.15%	Reduced
360	Fifth Third Bancorp Cincinnati, Ohio	$4.73M	-$265K	3	0.03%	Reduced
361	Capital International Los Angeles, California	$4.72M	+$103K	1	0.83%	Increased
362	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.71M	-$181K	1	0.1%	Reduced
363	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$4.7M	-$66.3K	1	1.57%	Reduced
364	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.64M	+$1.06M	2	0.05%	Increased
365	Gotham Asset Management New York	$4.61M	-$7.95M	3	0.07%	Reduced
366	Brookstone Capital Management Wheaton, Illinois	$4.6M	-$698K	1	0.4%	Reduced
367	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.6M	-$570K	1	0.68%	Reduced
368	Private Advisor Group Morristown, New Jersey	$4.52M	+$3.52M	2	0.07%	Increased
369	MCIM Meadow Creek Investment Management Atlanta, Georgia	$4.51M	-$2.17M	3	0.1%	Reduced
370	B BP London, United Kingdom	$4.46M	+$598K	2	0.14%	Increased
371	Advisor Group Phoenix, Arizona	$4.43M	+$229K	5	0.06%	Increased
372	Jupiter Asset Management London, United Kingdom	$4.42M	+$4.58M	1	0.13%	New
373	RBA Richard Bernstein Advisors New York	$4.38M	+$449K	2	0.14%	Increased
374	CC Cipher Capital New York	$4.37M	+$4.53M	2	0.9%	New
375	Nikko Asset Management Americas New York	$4.37M	+$4.52M	1	0.13%	New