← 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
376	Daiwa Securities Group Tokyo, Japan	$2.94M	+$1.56M	1	0.02%	Increased
377	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.94M	+$7.46K	3	0.15%	Increased
378	VHAM Van Hulzen Asset Management El Dorado Hills, California	$2.93M	+$2.89M	1	1.59%	New
379	SAM Securian Asset Management St Paul, Minnesota	$2.93M	+$12.9K	1	0.08%	Increased
380	Gratus Capital Atlanta, Georgia	$2.92M	-$197K	1	0.43%	Reduced
381	VAM Visionary Asset Management Houston, Texas	$2.9M	+$85.5K	1	1%	Increased
382	HA Heartland Advisors Milwaukee, Wisconsin	$2.89M	$0	1	0.17%	Maintained
383	Evergreen Capital Management Bellevue, Washington	$2.85M	-$72.7K	1	0.56%	Reduced
384	IRF IBM Retirement Fund Armonk, New York	$2.84M	-$1.1M	1	0.14%	Reduced
385	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.82M	+$52.2K	1	2.24%	Increased
386	Quantbot Technologies New York	$2.81M	+$2.76M	2	0.31%	New
387	CAM Cypress Asset Management Houston, Texas	$2.81M	-$215K	1	0.56%	Reduced
388	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.77M	+$1.26M	1	0.19%	Increased
389	ACM Ativo Capital Management Chicago, Illinois	$2.75M	-$117K	1	0.64%	Reduced
390	ClearBridge Investments New York	$2.73M	-$156M	1	0%	Reduced
391	Folketrygdfondet Oslo Norway, Norway	$2.73M	-$4.4M	1	0.08%	Reduced
392	SW SVB Wealth Boston, Massachusetts	$2.72M	+$49.7K	1	0.11%	Increased
393	Magnetar Financial Evanston, Illinois	$2.69M	+$2.65M	1	0.04%	New
394	Scout Investments Kansas City, Missouri	$2.68M	-$573K	1	0.08%	Reduced
395	SMH Sanders Morris Harris Houston, Texas	$2.68M	+$2.63M	1	0.81%	New
396	Boston Financial Management Boston, Massachusetts	$2.67M	+$45K	1	0.22%	Increased
397	HCA Horan Capital Advisors Cincinnati, Ohio	$2.65M	+$31.1K	1	2.1%	Increased
398	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.65M	-$17.4K	1	1%	Reduced
399	LOAMU Lombard Odier Asset Management (USA) New York	$2.63M	+$2.59M	1	0.24%	New
400	ISB Iowa State Bank Urbandale, Iowa	$2.62M	+$208K	1	1.4%	Increased