← 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	CIBC Bancorp USA Chicago, Illinois	$44.1M	+$43.1M	5	0.24%	New
377	Yousif Capital Management Bloomfield Hills, Michigan	$43.8M	-$2.47M	6	0.47%	Reduced
378	Park National Corp Newark, Ohio	$43.6M	-$5.26M	2	1.36%	Reduced
379	Prime Capital Investment Advisors Overland Park, Kansas	$43.4M	+$2.82M	3	0.55%	Increased
380	Oppenheimer & Co New York	$43.2M	-$1.46M	5	0.53%	Reduced
381	OMG One Madison Group New York	$43M	-$9.09M	1	4.72%	Reduced
382	Crawford Investment Counsel Atlanta, Georgia	$42.9M	-$1.49M	4	0.71%	Reduced
383	Private Advisor Group Morristown, New Jersey	$42.6M	+$4.02M	5	0.21%	Increased
384	Wealthfront Advisers Palo Alto, California	$42.1M	+$1M	2	0.1%	Increased
385	TAM Thematics Asset Management Paris, France	$41.9M	-$15M	1	1.9%	Reduced
386	Royce & Associates New York	$41.7M	-$23.8M	3	0.42%	Reduced
387	Advisors Capital Management Ridgewood, New Jersey	$41.5M	+$600K	2	0.51%	Increased
388	SWM Segment Wealth Management Houston, Texas	$41.1M	-$554K	1	2.46%	Reduced
389	TAM Telemark Asset Management Boston, Massachusetts	$41M	$0	1	3.89%	Maintained
390	QRG Capital Management Chicago, Illinois	$40.9M	-$34.7M	3	0.5%	Reduced
391	Gradient Investments Arden Hills, Minnesota	$40.9M	+$12.7M	1	0.68%	Increased
392	Advisors Asset Management Monument, Colorado	$40.6M	+$1.24M	5	0.69%	Increased
393	Oregon Public Employees Retirement Fund Tigard, Oregon	$40.2M	+$8.27M	5	0.52%	Increased
394	WesBanco Bank Wheeling, West Virginia	$39.9M	-$4.23M	3	1.11%	Reduced
395	Capital Fund Management (CFM) Paris, France	$39.9M	+$17.3M	3	0.1%	Increased
396	Kornitzer Capital Management Shawnee Mission, Kansas	$39.7M	-$4.45M	4	0.8%	Reduced
397	Tema ETFs New York	$39.7M	+$13.8M	4	3.29%	Increased
398	Huntington National Bank Columbus, Ohio	$39.6M	-$1.8M	6	0.24%	Reduced
399	Brown Advisory Baltimore, Maryland	$39.1M	+$352K	3	0.05%	Increased
400	Ethic Inc New York	$38.7M	+$758K	3	0.64%	Increased