← 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	Brown Advisory Baltimore, Maryland	$4.6M	+$38.7K	2	0.01%	Increased
377	CP Cumberland Partners Toronto, Ontario, Canada	$4.6M	+$511K	1	0.48%	Increased
378	Daiwa Securities Group Tokyo, Japan	$4.56M	+$134K	1	0.04%	Increased
379	Fifth Third Bancorp Cincinnati, Ohio	$4.56M	-$5.63M	4	0.03%	Reduced
380	Nippon Life Global Investors Americas New York	$4.52M	$0	1	0.3%	Maintained
381	CAPTRUST Financial Advisors Raleigh, North Carolina	$4.46M	-$51.4K	5	0.07%	Reduced
382	Ameritas Investment Partners Lincoln, Nebraska	$4.45M	+$32.8K	5	0.2%	Increased
383	WIM Wilen Investment Management Bonita Springs, Florida	$4.44M	-$448K	2	4.83%	Reduced
384	AOWM Alpha Omega Wealth Management Richmond, Virginia	$4.38M	-$178K	1	0.62%	Reduced
385	Twin Tree Management Dallas, Texas	$4.37M	-$1.66M	1	0.02%	Reduced
386	Acadian Asset Management Boston, Massachusetts	$4.3M	+$389K	3	0.02%	Increased
387	BOK Financial Tulsa, Oklahoma	$4.28M	-$907K	2	0.09%	Reduced
388	D.A. Davidson & Co Great Falls, Montana	$4.26M	-$1.47M	3	0.07%	Reduced
389	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$4.2M	-$2.09M	1	1.69%	Reduced
390	DC Diametric Capital Boston, Massachusetts	$4.19M	+$4.43M	1	3.12%	New
391	PAA Peregrine Asset Advisers Portland, Oregon	$4.18M	+$4M	1	2.3%	New
392	Azimuth Capital Management Bloomfield Hills, Michigan	$4.17M	+$33.2K	1	0.25%	Increased
393	MML Investors Services Springfield, Massachusetts	$4.15M	+$1.08M	2	0.05%	Increased
394	Exencial Wealth Advisors Oklahoma City, Oklahoma	$4.15M	$0	1	0.22%	Maintained
395	CAM Carret Asset Management New York	$4.14M	-$114K	1	0.63%	Reduced
396	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.14M	-$344K	1	0.45%	Reduced
397	Nissay Asset Management Tokyo, Japan	$4.12M	-$887K	1	0.07%	Reduced
398	DZ Bank Frankfurt Am Main, Germany	$4.09M	+$1.35M	1	0.01%	Increased
399	ECM Estabrook Capital Management New York	$4.09M	-$18.7K	2	0.75%	Reduced
400	Atlantic Union Bankshares Glen Allen, Virginia	$4.06M	-$76.2K	1	0.47%	Reduced