← 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
401	JLBC J.L. Bainbridge & Co Sarasota, Florida	$67.3M	-$800K	2	5.3%	Reduced
402	Capital International Inc Los Angeles, California	$67.2M	+$5.84M	1	0.47%	Increased
403	Citizens Financial Group Providence, Rhode Island	$66.9M	+$418K	3	0.81%	Increased
404	PensionDanmark Copenhagen O, Denmark	$65.5M	+$2.26M	1	0.54%	Increased
405	Private Advisor Group Morristown, New Jersey	$65.2M	-$3.8M	5	0.3%	Reduced
406	Ethic Inc New York	$65M	+$2.16M	3	0.81%	Increased
407	F.L. Putnam Investment Management Lynnfield, Massachusetts	$64.8M	-$3.01M	3	0.77%	Reduced
408	Arax Advisory Partners Denver, Colorado	$64.6M	+$47.6M	7	0.43%	Increased
409	Ferguson Wellman Capital Management Portland, Oregon	$64.5M	+$2.49M	2	0.79%	Increased
410	Glenmede Trust Philadelphia, Pennsylvania	$64.3M	+$1.4M	4	0.28%	Increased
411	Scotia Capital Toronto, Ontario, Canada	$63.6M	+$8.05M	2	0.24%	Increased
412	ACM Argent Capital Management St Louis, Missouri	$63.6M	-$5.58M	2	2.01%	Reduced
413	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$62.9M	+$575K	4	0.43%	Increased
414	Trillium Asset Management Boston, Massachusetts	$62.3M	-$24.7M	3	1.92%	Reduced
415	OP Asset Management Helsinki,	$62.2M	+$25.7M	1	0.66%	Increased
416	Apollon Wealth Management Mount Pleasant, South Carolina	$61.9M	+$2.83M	5	0.75%	Increased
417	Huntington National Bank Columbus, Ohio	$61.6M	+$705K	7	0.3%	Increased
418	Munich Reinsurance Munich,	$61.5M	-$4.3M	2	1.35%	Reduced
419	AHT Amanah Holdings Trust London,	$61.3M	$0	1	3.6%	Maintained
420	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$61.1M	+$46.4M	3	1.15%	Increased
421	Oppenheimer Asset Management New York	$61.1M	+$3.38M	6	0.63%	Increased
422	Nippon Life Global Investors Americas New York	$61.1M	+$51.4M	1	2.43%	Increased
423	Sterling Capital Management Charlotte, North Carolina	$60.6M	-$9.53M	7	1.03%	Reduced
424	Banco Santander Madrid, Spain	$60.5M	+$49.9M	1	0.38%	Increased
425	FLII First Long Island Investors Jericho, New York	$60.4M	+$22M	2	4.28%	Increased