← 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	SAM Securian Asset Management St Paul, Minnesota	$3.99M	-$80.7K	2	0.09%	Reduced
402	CTA Colonial Trust Advisors Spartanburg, South Carolina	$3.97M	+$323K	1	0.7%	Increased
403	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.93M	+$23.7K	1	0.26%	Increased
404	ECM EagleClaw Capital Management Boston, Massachusetts	$3.92M	+$5.27K	1	1.6%	Increased
405	Brown Advisory Baltimore, Maryland	$3.91M	+$37.2K	2	0.01%	Increased
406	AF Alerus Financial Grand Forks, North Dakota	$3.91M	+$187K	1	0.51%	Increased
407	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.91M	-$29.8K	5	0.01%	Reduced
408	ARTA A.R.T. Advisors New York	$3.9M	+$165K	3	0.2%	Increased
409	CIBC Asset Management Toronto, Ontario, Canada	$3.86M	-$239K	1	0.02%	Reduced
410	Pendal Group Sydney, Australia	$3.83M	-$2.55M	1	0.05%	Reduced
411	Choate Investment Advisors Boston, Massachusetts	$3.83M	$0	2	0.24%	Maintained
412	CT Coastline Trust Providence, Rhode Island	$3.81M	+$196K	2	0.56%	Increased
413	Wasatch Advisors Salt Lake City, Utah	$3.79M	-$1.55M	1	0.04%	Reduced
414	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.79M	-$64.7K	1	0.15%	Reduced
415	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$3.78M	+$135K	2	0.38%	Increased
416	Första AP-fonden Stockholm, Sweden	$3.77M	+$3.67M	1	0.16%	New
417	Bridgewater Associates Westport, Connecticut	$3.74M	-$1.5M	1	0.03%	Reduced
418	Raymond James Trust St. Petersburg, Florida	$3.73M	+$234K	2	0.19%	Increased
419	South Dakota Investment Council Sioux Falls, South Dakota	$3.72M	+$261K	1	0.07%	Increased
420	Great Lakes Advisors Chicago, Illinois	$3.68M	-$65.7K	2	0.08%	Reduced
421	CSM CAMG Solamere Management Charlotte, North Carolina	$3.65M	-$328K	1	1.83%	Reduced
422	NIM Northeast Investment Management Boston, Massachusetts	$3.63M	+$1.95M	1	0.29%	Increased
423	CAM Carret Asset Management New York	$3.61M	+$70.9K	1	0.57%	Increased
424	Acadian Asset Management Boston, Massachusetts	$3.6M	+$3.15M	2	0.02%	Increased
425	1832 Asset Management Toronto, Ontario, Canada	$3.59M	+$294K	2	0.01%	Increased