← 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	Erste Asset Management Vienna, Austria	$7.3M	$0	1	0.18%	Maintained
352	Acadian Asset Management Boston, Massachusetts	$7.25M	+$146K	2	0.03%	Increased
353	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$7.24M	+$2.62M	1	0.39%	Increased
354	DZ Bank Frankfurt Am Main, Germany	$7.21M	+$3.56M	1	0.01%	Increased
355	Oppenheimer Asset Management New York	$7.13M	-$4.32M	4	0.11%	Reduced
356	First National Trust Hermitage, Pennsylvania	$7.05M	+$87.3K	1	0.46%	Increased
357	Hancock Whitney Gulfport, Mississippi	$7.04M	-$904K	3	0.24%	Reduced
358	CTA Colonial Trust Advisors Spartanburg, South Carolina	$7.01M	-$118K	1	0.92%	Reduced
359	NIG NFJ Investment Group Dallas, Texas	$6.96M	+$6.49M	1	0.14%	New
360	Daiwa Securities Group Tokyo, Japan	$6.93M	+$213K	1	0.05%	Increased
361	NAM NorthCoast Asset Management Greenwich, Connecticut	$6.88M	+$6M	2	0.28%	Increased
362	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$6.87M	-$168K	1	3.36%	Reduced
363	Bartlett & Co Wealth Management Cincinnati, Ohio	$6.86M	-$413K	2	0.14%	Reduced
364	Bartlett & Co Cincinnati, Ohio	$6.86M	-$413K	2	0.14%	Reduced
365	Chartwell Investment Partners Berywn, Pennsylvania	$6.83M	+$2.18M	1	0.2%	Increased
366	CCP Corient Capital Partners Newport Beach, California	$6.83M	-$53.9K	1	0.58%	Reduced
367	BFG Beacon Financial Group Dallas, Texas	$6.8M	$0	1	1.06%	Maintained
368	CC Cipher Capital New York	$6.74M	-$4.73M	2	0.79%	Reduced
369	LSA L & S Advisors Los Angeles, California	$6.72M	-$323K	1	0.76%	Reduced
370	SRC Shufro Rose & Co New York	$6.7M	-$13.2K	1	0.53%	Reduced
371	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$6.68M	+$1.15M	1	0.49%	Increased
372	ALPS Advisors Denver, Colorado	$6.67M	+$1.71M	2	0.07%	Increased
373	CCM Cinctive Capital Management New York	$6.65M	+$1.85M	1	0.41%	Increased
374	BAM Bruderman Asset Management Locust Valley, New York	$6.62M	+$71K	1	1.84%	Increased
375	PAM Private Asset Management San Diego, California	$6.52M	-$250K	1	0.91%	Reduced