← 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	VHAM Van Hulzen Asset Management El Dorado Hills, California	$3.83M	+$13.7K	1	1.52%	Increased
377	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.81M	+$3.04M	2	0.19%	Increased
378	AAM Augustine Asset Management Jacksonville, Florida	$3.75M	+$27.1K	1	2.33%	Increased
379	Marshall Wace London, United Kingdom	$3.75M	+$3.66M	1	0.17%	New
380	Ameritas Investment Partners Lincoln, Nebraska	$3.74M	+$105K	3	0.18%	Increased
381	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.73M	+$182K	1	0.34%	Increased
382	LNB Ledyard National Bank	$3.72M	-$48.1K	2	0.53%	Reduced
383	Johnson Investment Counsel Cincinnati, Ohio	$3.72M	-$27.4K	3	0.1%	Reduced
384	ECM Estabrook Capital Management New York	$3.72M	-$39.6K	1	0.59%	Reduced
385	Bragg Financial Advisors Charlotte, North Carolina	$3.71M	+$344K	1	0.59%	Increased
386	Asset Management One Tokyo, Japan	$3.69M	+$739K	1	0.01%	Increased
387	ECM EagleClaw Capital Management Boston, Massachusetts	$3.69M	-$5.71K	1	2.16%	Reduced
388	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.67M	$0	1	0.06%	Maintained
389	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.66M	$0	1	3.52%	Maintained
390	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$3.63M	-$4.14M	1	0.03%	Reduced
391	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.61M	-$143K	1	0.02%	Reduced
392	BIC Bridges Investment Counsel Omaha, Nebraska	$3.6M	+$1.24M	1	0.82%	Increased
393	William Blair & Company Chicago, Illinois	$3.59M	-$342K	2	0.03%	Reduced
394	BOK Financial Tulsa, Oklahoma	$3.58M	-$324K	1	0.11%	Reduced
395	Simplex Trading Chicago, Illinois	$3.56M	-$2.8M	2	0.15%	Reduced
396	RCM Riverhead Capital Management Wilmington, Delaware	$3.53M	-$200K	3	0.18%	Reduced
397	FPFS First Personal Financial Services Charlotte, North Carolina	$3.52M	+$51.5K	2	0.77%	Increased
398	SAM Securian Asset Management St Paul, Minnesota	$3.51M	-$1.98K	1	0.09%	Reduced
399	State of Alaska Department of Revenue Juneau, Alaska	$3.5M	+$153K	3	0.24%	Increased
400	Marshall Wace North America New York	$3.49M	+$838K	1	0.03%	Increased