← 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	Bragg Financial Advisors Charlotte, North Carolina	$4.2M	+$296K	1	0.6%	Increased
377	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.2M	-$1.09K	1	0.04%	Reduced
378	AIC AWM Investment Company New York	$4.18M	+$2.09M	1	0.81%	Increased
379	CTA Colonial Trust Advisors Spartanburg, South Carolina	$4.17M	+$1.51M	1	0.65%	Increased
380	Brinker Capital Berwyn, Pennsylvania	$4.16M	+$3.39M	2	0.16%	Increased
381	MPM Meritage Portfolio Management Overland Park, Kansas	$4.16M	-$70.4K	1	0.4%	Reduced
382	BlueCrest Capital Management St Helier, Jersey	$4.15M	+$4.08M	1	0.11%	New
383	Walleye Trading New York	$4.12M	-$3.27M	1	0.02%	Reduced
384	B BP London, United Kingdom	$4.11M	$0	1	0.15%	Maintained
385	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$4.11M	+$42.7K	2	0.02%	Increased
386	Daiwa Securities Group Tokyo, Japan	$4.09M	-$1.01M	2	0.03%	Reduced
387	Barings Charlotte, North Carolina	$4.09M	+$3.69M	1	0.05%	Increased
388	First Citizens Bank & Trust Raleigh, North Carolina	$4.08M	+$1.89M	1	0.55%	Increased
389	BOK Financial Tulsa, Oklahoma	$4.07M	+$319K	2	0.11%	Increased
390	MAM Meeder Asset Management Dublin, Ohio	$4.03M	+$3.26M	2	0.34%	Increased
391	WTFG Wells Trecaso Financial Group Akron, Ohio	$4M	+$3.94M	1	3.92%	New
392	Atria Investments Charlotte, North Carolina	$3.99M	+$590K	2	0.2%	Increased
393	FNT First Nebraska Trust Lincoln, Nebraska	$3.98M	-$23.4K	1	0.81%	Reduced
394	BNP Paribas Asset Management Paris, France	$3.96M	-$635K	1	0.03%	Reduced
395	Advent Capital Management New York	$3.95M	$0	1	0.08%	Maintained
396	CG Cutler Group San Francisco, California	$3.87M	+$2.09M	4	0.16%	Increased
397	CIBC Asset Management Toronto, Ontario, Canada	$3.81M	+$30.5K	1	0.02%	Increased
398	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.77M	$0	1	0.06%	Maintained
399	Nicholas Company Milwaukee, Wisconsin	$3.76M	+$3.6M	1	0.08%	New
400	ECM EagleClaw Capital Management Boston, Massachusetts	$3.74M	+$3.89K	1	1.89%	Increased