← 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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$4.81M	-$551K	1	0.04%	Reduced
402	BFG Beacon Financial Group Dallas, Texas	$4.77M	+$86.4K	1	0.71%	Increased
403	Cerity Partners New York	$4.74M	+$2.3M	2	0.05%	Increased
404	IAN Integrated Advisors Network Dallas, Texas	$4.72M	+$4.62M	1	0.31%	Increased
405	Hotchkis & Wiley Capital Management Los Angeles, California	$4.72M	-$796K	1	0.02%	Reduced
406	ECM Estabrook Capital Management New York	$4.7M	-$12.2K	1	0.81%	Reduced
407	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$4.7M	$0	1	0.99%	Maintained
408	Pathstone Family Office Englewood, New Jersey	$4.67M	+$1.89M	3	0.1%	Increased
409	Maryland State Retirement & Pension System Baltimore, Maryland	$4.67M	-$4.5K	3	0.15%	Reduced
410	Walleye Capital New York	$4.61M	+$4.71M	1	0.13%	Increased
411	RegentAtlantic Capital Morristown, New Jersey	$4.59M	-$190K	1	0.15%	Reduced
412	AI Acuitas Investments Seattle, Washington	$4.58M	+$1.24M	1	4.42%	Increased
413	SCM Spring Capital Management Amarillo, Texas	$4.56M	+$269K	1	4.04%	Increased
414	CAM Carret Asset Management New York	$4.55M	-$64.2K	1	0.63%	Reduced
415	SAM Securian Asset Management St Paul, Minnesota	$4.54M	-$28K	2	0.11%	Reduced
416	Marshall Wace London, United Kingdom	$4.47M	+$4.55M	3	0.01%	Increased
417	NewEdge Advisors New Orleans, Louisiana	$4.47M	-$416K	1	0.07%	Reduced
418	BPIM Brant Point Investment Management New York	$4.43M	-$3M	1	0.66%	Reduced
419	AOWM Alpha Omega Wealth Management Richmond, Virginia	$4.43M	-$27.1K	1	0.79%	Reduced
420	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$4.42M	+$123K	3	0.45%	Increased
421	Nippon Life Global Investors Americas New York	$4.39M	-$2.7M	1	0.28%	Reduced
422	Segall Bryant & Hamill Chicago, Illinois	$4.37M	-$53.5K	2	0.05%	Reduced
423	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.32M	+$15.5K	1	0.35%	Increased
424	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.24M	+$4.71M	2	0.03%	New
425	Picton Mahoney Asset Management Toronto, Ontario, Canada	$4.24M	-$1.09M	1	0.16%	Reduced