← 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	Brinker Capital Berwyn, Pennsylvania	$6.21M	+$525K	3	0.22%	Increased
352	Intact Investment Management Montreal, Quebec, Canada	$6.19M	+$556K	1	0.22%	Increased
353	Varma Mutual Pension Insurance Co Helsinki, Finland	$6.12M	$0	1	0.18%	Maintained
354	NCM Nelson Capital Management Menlo Park, California	$6.09M	+$89.3K	1	1.4%	Increased
355	MN Services Vermogensbeheer The Hague, Netherlands	$6.03M	$0	1	0.14%	Maintained
356	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.03M	+$5.18M	3	0.1%	Increased
357	Bragg Financial Advisors Charlotte, North Carolina	$6.03M	+$281K	2	0.81%	Increased
358	CA Cullinan Associates Louisville, Kentucky	$5.97M	+$368K	1	0.43%	Increased
359	Kornitzer Capital Management Shawnee Mission, Kansas	$5.88M	+$23.2K	1	0.09%	Increased
360	William Blair Investment Management Chicago, Illinois	$5.8M	+$1.16M	1	0.02%	Increased
361	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.68M	-$222K	1	3.62%	Reduced
362	BCP Blue Chip Partners Farmington Hills, Michigan	$5.67M	+$769K	1	1.38%	Increased
363	BOK Financial Tulsa, Oklahoma	$5.66M	+$67.1K	3	0.14%	Increased
364	CCM Cadence Capital Management Boston, Massachusetts	$5.66M	-$31.6K	2	0.31%	Reduced
365	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.63M	-$77.3K	1	0.58%	Reduced
366	GIM Goelzer Investment Management Carmel, Indiana	$5.63M	-$11.5K	1	0.63%	Reduced
367	CC Cipher Capital New York	$5.56M	+$498K	2	1.04%	Increased
368	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.55M	+$91.4K	3	0.11%	Increased
369	BFG Beacon Financial Group Dallas, Texas	$5.52M	-$158K	1	0.93%	Reduced
370	Baker Avenue Asset Management San Francisco, California	$5.44M	+$4.03M	2	0.45%	Increased
371	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.41M	-$313K	2	1.39%	Reduced
372	B BP London, United Kingdom	$5.39M	+$245K	2	0.17%	Increased
373	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.38M	+$28.1K	2	0.05%	Increased
374	Choate Investment Advisors Boston, Massachusetts	$5.37M	-$14.1K	2	0.3%	Reduced
375	SGAM Steinberg Global Asset Management Boca Raton, Florida	$5.2M	-$130K	1	0.74%	Reduced