← 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	Maryland State Retirement & Pension System Baltimore, Maryland	$7.66M	-$44.6K	4	0.16%	Reduced
402	JMFC J.M. Forbes & Co Boston, Massachusetts	$7.58M	-$98.8K	1	0.94%	Reduced
403	Railway Pension Investments London, United Kingdom	$7.52M	+$6.58M	1	0.07%	New
404	Segall Bryant & Hamill Chicago, Illinois	$7.42M	-$210K	2	0.08%	Reduced
405	Wealthfront Advisers Palo Alto, California	$7.39M	-$818K	1	0.03%	Reduced
406	ECM Estabrook Capital Management New York	$7.35M	+$98.8K	1	1.22%	Increased
407	First Manhattan New York	$7.31M	-$1.15M	2	0.03%	Reduced
408	SAM Securian Asset Management St Paul, Minnesota	$7.29M	-$96.3K	2	0.19%	Reduced
409	British Columbia Investment Management Victoria, British Columbia, Canada	$7.22M	+$57.7K	1	0.07%	Increased
410	PP PDT Partners New York	$7.22M	+$294K	2	0.99%	Increased
411	HIP Harrell Investment Partners Austin, Texas	$7.17M	+$121K	1	2.43%	Increased
412	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$7.13M	-$48M	3	0%	Reduced
413	O'Shaughnessy Asset Management Stamford, Connecticut	$7M	-$4.57M	1	0.1%	Reduced
414	BFG Beacon Financial Group Dallas, Texas	$6.93M	+$62.6K	1	0.94%	Increased
415	SCM Spring Capital Management Amarillo, Texas	$6.91M	-$152K	1	5.41%	Reduced
416	Brinker Capital Investments Berwyn, Pennsylvania	$6.82M	-$5.15M	2	0.07%	Reduced
417	Orion Portfolio Solutions Omaha, Nebraska	$6.82M	-$5.15M	2	0.07%	Reduced
418	Andra AP-fonden Goteborg, Sweden	$6.8M	+$633K	1	0.17%	Increased
419	IAN Integrated Advisors Network Dallas, Texas	$6.74M	-$406K	1	0.39%	Reduced
420	CAM Carret Asset Management New York	$6.73M	-$55.6K	1	0.89%	Reduced
421	OAM Ostrum Asset Management Paris, France	$6.71M	-$67.7K	2	0.56%	Reduced
422	FA FDx Advisors Chicago, Illinois	$6.67M	-$1.87M	3	0.37%	Reduced
423	SL Summitry LLC Foster City, California	$6.63M	-$18.6K	1	0.42%	Reduced
424	Stock Yards Bank & Trust Louisville, Kentucky	$6.62M	+$852K	1	0.24%	Increased
425	Vestmark Advisory Solutions Wakefield, Massachusetts	$6.62M	-$2.67M	1	0.25%	Reduced