← 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	Advisor Group Phoenix, Arizona	$2.26M	+$2.33M	4	0.06%	New
402	CT Chicago Trust Grayslake, Illinois	$2.25M	-$106K	1	0.92%	Reduced
403	Eastern Bank Boston, Massachusetts	$2.25M	+$76.7K	1	0.18%	Increased
404	DCM Dupont Capital Management Wilmington, Delaware	$2.23M	+$2.19M	2	0.05%	New
405	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$2.22M	+$44.8K	1	0.51%	Increased
406	TCW Group Los Angeles, California	$2.22M	+$73.7K	1	0.02%	Increased
407	GP GLG Partners London, United Kingdom	$2.21M	-$843K	1	0.07%	Reduced
408	FAB First American Bank Dundee, Illinois	$2.21M	+$57.5K	1	0.21%	Increased
409	People's United Financial Bridgeport, Connecticut	$2.19M	+$73.5K	2	0.12%	Increased
410	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.19M	+$161K	1	0.04%	Increased
411	ISB Iowa State Bank Urbandale, Iowa	$2.19M	+$109K	1	1.18%	Increased
412	PP Paloma Partners Greenwich, Connecticut	$2.18M	-$159K	2	0.02%	Reduced
413	State of Alaska Department of Revenue Juneau, Alaska	$2.17M	+$11.7K	1	0.23%	Increased
414	AL Airain Ltd St. Peter Port, Guernsey	$2.17M	+$2.23M	1	0.13%	New
415	LPL Financial San Diego, California	$2.14M	-$3.32M	1	0.02%	Reduced
416	Stephens Inc Little Rock, Arkansas	$2.14M	+$293K	1	0.1%	Increased
417	Trexquant Investment Stamford, Connecticut	$2.13M	+$1.75M	1	0.28%	Increased
418	CT Coastline Trust Providence, Rhode Island	$2.12M	$0	1	0.43%	Maintained
419	Segall Bryant & Hamill Chicago, Illinois	$2.12M	+$302K	3	0.06%	Increased
420	Huntington National Bank Columbus, Ohio	$2.11M	-$348K	4	0.05%	Reduced
421	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.11M	-$229K	1	0.82%	Reduced
422	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.1M	+$213K	1	0.3%	Increased
423	QS Investors New York	$2.1M	+$1.1M	3	0.02%	Increased
424	Mirae Asset Global Investments Seoul, South Korea	$2.09M	+$60.8K	2	0.05%	Increased
425	First Citizens Bank & Trust Raleigh, North Carolina	$2.08M	+$540K	1	0.19%	Increased