← 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	B BP London, United Kingdom	$4.16M	$0	1	0.15%	Maintained
377	MFWM Motley Fool Wealth Management Alexandria, Virginia	$4.13M	+$302K	1	0.31%	Increased
378	TIM Thompson Investment Management Madison, Wisconsin	$4.13M	-$494K	1	0.77%	Reduced
379	Barings Charlotte, North Carolina	$4.13M	$0	1	0.06%	Maintained
380	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$4.13M	+$1.56M	1	0.67%	Increased
381	SW SVB Wealth Boston, Massachusetts	$4.12M	-$230K	1	0.16%	Reduced
382	Dai-ichi Life Insurance Company Tokyo, Japan	$4.04M	+$3.69M	1	0.08%	Increased
383	FNT First Nebraska Trust Lincoln, Nebraska	$4.02M	-$2.05K	1	0.8%	Reduced
384	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.02M	-$2.09M	2	0.03%	Reduced
385	BNP Paribas Asset Management Paris, France	$3.99M	-$12.2K	1	0.03%	Reduced
386	OMERS Administration Corp Toronto, Ontario, Canada	$3.95M	+$4.05M	1	0.04%	New
387	Johnson Investment Counsel Cincinnati, Ohio	$3.88M	+$298K	3	0.1%	Increased
388	WesBanco Bank Wheeling, West Virginia	$3.88M	+$1.4M	1	0.2%	Increased
389	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.87M	-$386K	1	0.04%	Reduced
390	Atria Investments Charlotte, North Carolina	$3.87M	-$58.2K	2	0.19%	Reduced
391	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.82M	+$7.63K	1	0.06%	Increased
392	ECM EagleClaw Capital Management Boston, Massachusetts	$3.78M	+$8.21K	1	1.91%	Increased
393	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$3.78M	+$407K	1	0.38%	Increased
394	CF CNA Financial Chicago, Illinois	$3.77M	+$912K	1	0.8%	Increased
395	Creative Planning Overland Park, Kansas	$3.76M	+$237K	2	0.02%	Increased
396	Daiwa Securities Group Tokyo, Japan	$3.73M	-$414K	1	0.03%	Reduced
397	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.69M	+$44.2K	1	0.02%	Increased
398	CIBC Asset Management Toronto, Ontario, Canada	$3.64M	-$219K	1	0.02%	Reduced
399	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.63M	$0	1	0.17%	Maintained
400	Eventide Asset Management Boston, Massachusetts	$3.61M	+$860K	2	0.17%	Increased