← 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	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.7M	+$120K	1	0.28%	Increased
377	SCA Sage Capital Advisors Sioux Falls, South Dakota	$3.66M	-$22.3K	1	2.76%	Reduced
378	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3.66M	+$3.99M	1	0.31%	New
379	Ameritas Investment Partners Lincoln, Nebraska	$3.64M	+$59.8K	4	0.2%	Increased
380	KTA Keeley-Teton Advisors Chicago, Illinois	$3.64M	+$1.98M	1	0.36%	Increased
381	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.64M	+$610K	1	0.34%	Increased
382	FNT First Nebraska Trust Lincoln, Nebraska	$3.63M	+$336K	1	0.74%	Increased
383	PPCM Pillar Pacific Capital Management Pacifica, California	$3.62M	-$94.1K	1	0.48%	Reduced
384	B BP London, United Kingdom	$3.61M	-$748K	2	0.15%	Reduced
385	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$3.6M	+$8.82K	1	0.34%	Increased
386	First Citizens Bank & Trust Raleigh, North Carolina	$3.56M	-$227K	1	0.43%	Reduced
387	Choate Investment Advisors Boston, Massachusetts	$3.5M	-$1.35K	2	0.23%	Reduced
388	SAM Securian Asset Management St Paul, Minnesota	$3.49M	+$36.8K	2	0.09%	Increased
389	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$3.44M	-$548K	1	0.6%	Reduced
390	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.43M	-$1.11M	2	1.25%	Reduced
391	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3.42M	+$37.2K	1	0.55%	Increased
392	NSIM North Star Investment Management Chicago, Illinois	$3.42M	+$491K	3	0.45%	Increased
393	Brown Advisory Baltimore, Maryland	$3.37M	+$710K	2	0.01%	Increased
394	Schonfeld Strategic Advisors New York	$3.35M	-$8.82M	1	0.13%	Reduced
395	SCM Segantii Capital Management Hong Kong	$3.32M	+$3.54M	1	0.28%	New
396	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.3M	+$251K	1	0.16%	Increased
397	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.29M	+$3.61M	4	0.19%	New
398	First Horizon Advisors Memphis, Tennessee	$3.28M	+$399K	1	0.29%	Increased
399	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.27M	-$278K	2	0.16%	Reduced
400	Putnam Investments Boston, Massachusetts	$3.27M	-$15.6M	3	0.01%	Reduced