← 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	AIP ARS Investment Partners New York	$11.5M	-$162K	1	1.28%	Reduced
377	LNB Ledyard National Bank	$11.4M	-$590K	1	1.18%	Reduced
378	First National Bank of Omaha Omaha, Nebraska	$11.4M	-$686K	1	0.72%	Reduced
379	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$11.3M	+$80.1K	1	2.26%	Increased
380	British Columbia Investment Management Victoria, British Columbia, Canada	$11.1M	+$2.14M	1	0.09%	Increased
381	Cresset Asset Management Chicago, Illinois	$11.1M	+$572K	3	0.07%	Increased
382	RNC Capital Management Los Angeles, California	$11M	+$98.2K	2	0.66%	Increased
383	Synovus Financial Columbus, Georgia	$10.9M	-$6.34M	2	0.15%	Reduced
384	Baker Avenue Asset Management San Francisco, California	$10.9M	+$8.65M	2	0.48%	Increased
385	CTA Colonial Trust Advisors Spartanburg, South Carolina	$10.8M	-$624K	2	1.15%	Reduced
386	Pacer Advisors Malvern, Pennsylvania	$10.8M	-$13.9M	4	0.03%	Reduced
387	RP Rice Partnership Honolulu, Hawaii	$10.8M	-$806K	1	2.81%	Reduced
388	O'Shaughnessy Asset Management Stamford, Connecticut	$10.7M	-$18.5K	1	0.14%	Reduced
389	Brown Advisory Baltimore, Maryland	$10.6M	-$252K	2	0.01%	Reduced
390	AHC Adell Harriman & Carpenter Houston, Texas	$10.6M	+$946K	1	0.98%	Increased
391	TPCM Two Point Capital Management Pittsford, New York	$10.6M	+$99.3K	1	4.82%	Increased
392	BCM Bourgeon Capital Management Darien, Connecticut	$10.5M	-$15K	1	2.32%	Reduced
393	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$10.5M	-$60.7K	1	3.03%	Reduced
394	Wealthfront Advisers Palo Alto, California	$10.5M	+$1.18M	1	0.04%	Increased
395	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$10.4M	-$5.15M	1	0.61%	Reduced
396	LSA L & S Advisors Los Angeles, California	$10.4M	+$1.82M	1	1.27%	Increased
397	ECM EagleClaw Capital Management Boston, Massachusetts	$10.4M	+$34.2K	1	2.17%	Increased
398	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$10.4M	+$362K	1	0.47%	Increased
399	MP McDonald Partners Cleveland, Ohio	$10.3M	-$145K	1	3.07%	Reduced
400	Jennison Associates New York	$10.3M	-$17M	1	0.01%	Reduced