← 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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.12M	-$140K	1	0.35%	Reduced
402	Segall Bryant & Hamill Chicago, Illinois	$4.11M	-$9.89M	3	0.06%	Reduced
403	Brookfield Corp Toronto, Ontario, Canada	$4.11M	+$3.89M	1	0.02%	New
404	CIBC Asset Management Toronto, Ontario, Canada	$4.09M	+$455K	2	0.03%	Increased
405	SIA SeaBridge Investment Advisors Summit, New Jersey	$4.08M	-$32.5K	2	1.37%	Reduced
406	Truist Financial Charlotte, North Carolina	$4.06M	+$1.56M	2	0.07%	Increased
407	Marshall Wace London, United Kingdom	$4.05M	+$4.18M	3	0.04%	New
408	M MOTCO San Antonio, Texas	$4.05M	+$228K	1	0.4%	Increased
409	Point72 Asset Management Stamford, Connecticut	$4.04M	-$5.02M	1	0.02%	Reduced
410	SAM Securian Asset Management St Paul, Minnesota	$4.04M	-$59.1K	2	0.1%	Reduced
411	First National Trust Hermitage, Pennsylvania	$4.02M	+$252K	1	0.4%	Increased
412	Engineers Gate Manager New York	$4.01M	+$2.89M	3	0.24%	Increased
413	Cubist Systematic Strategies Stamford, Connecticut	$3.97M	+$850K	4	0.13%	Increased
414	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.94M	+$307K	5	0.02%	Increased
415	Creative Planning Overland Park, Kansas	$3.88M	+$164K	2	0.01%	Increased
416	EWM Edge Wealth Management New York	$3.87M	+$3.64M	2	0.95%	Increased
417	WhitTier Trust Company Reno, Nevada	$3.87M	+$191K	2	0.29%	Increased
418	Choate Investment Advisors Boston, Massachusetts	$3.84M	$0	2	0.23%	Maintained
419	Brown Advisory Baltimore, Maryland	$3.84M	-$37.9K	2	0.01%	Reduced
420	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.83M	-$40K	1	0.16%	Reduced
421	CP Cumberland Partners Toronto, Ontario, Canada	$3.83M	+$505K	1	0.39%	Increased
422	Bahl & Gaynor Cincinnati, Ohio	$3.83M	+$3.62M	1	0.04%	New
423	Group One Trading Chicago, Illinois	$3.82M	+$3.4M	3	0.04%	Increased
424	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.8M	-$61K	2	0.16%	Reduced
425	DCM Dupont Capital Management Wilmington, Delaware	$3.8M	+$1.38M	2	0.09%	Increased