← 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	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$2.27M	-$332K	1	0.2%	Reduced
402	AT Arden Trust Wilmington, Delaware	$2.27M	+$466K	1	0.19%	Increased
403	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.26M	$0	1	0.12%	Maintained
404	JAM JCIC Asset Management Toronto, Ontario, Canada	$2.25M	$0	1	0.55%	Maintained
405	SAM Securian Asset Management St Paul, Minnesota	$2.24M	-$27.4K	1	0.07%	Reduced
406	Cubist Systematic Strategies Stamford, Connecticut	$2.24M	+$1.27M	2	0.11%	Increased
407	Scout Investments Kansas City, Missouri	$2.23M	-$403K	1	0.05%	Reduced
408	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.2M	+$560K	2	0.45%	Increased
409	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.17M	-$1.75K	2	0.11%	Reduced
410	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.16M	-$44.6K	1	0.5%	Reduced
411	EIM Emerson Investment Management Boston, Massachusetts	$2.07M	+$87.2K	1	0.41%	Increased
412	DCC Dow Chemical Company Midland, Michigan	$2.05M	$0	1	0.17%	Maintained
413	FPA Fieldpoint Private Advisors New York	$2.04M	+$16.2K	1	1.41%	Increased
414	LH Lebenthal Holdings New York	$2.04M	-$614K	2	0.47%	Reduced
415	CC Curian Capital Denver, Colorado	$2.03M	-$1.53M	1	0.05%	Reduced
416	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.01M	+$28K	1	1.65%	Increased
417	WhitTier Trust Company Reno, Nevada	$1.95M	-$145K	2	0.24%	Reduced
418	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.94M	+$66.5K	1	0.02%	Increased
419	Huntington National Bank Columbus, Ohio	$1.94M	-$85.5K	4	0.05%	Reduced
420	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$1.93M	+$2.13M	1	0.5%	New
421	HA Heartland Advisors Milwaukee, Wisconsin	$1.93M	$0	1	0.07%	Maintained
422	DC Deere & Company Moline, Illinois	$1.92M	+$849K	2	0.12%	Increased
423	EDRE Edmond de Rothschild (Europe) Luxembourg	$1.91M	-$1.78M	1	0.89%	Reduced
424	COI Connable Office Inc Kalamazoo, Michigan	$1.91M	+$46.1K	1	0.57%	Increased
425	CT Chicago Trust Grayslake, Illinois	$1.84M	+$516K	1	0.71%	Increased