← 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
426	GL GLG LLC New York	$3.24M	+$3.18M	1	0.11%	New
427	LM Lincluden Management Mississauga, Ontario, Canada	$3.22M	+$118K	1	0.3%	Increased
428	SAM Securian Asset Management St Paul, Minnesota	$3.2M	+$7.74K	1	0.12%	Increased
429	MIM Marco Investment Management Atlanta, Georgia	$3.17M	+$151K	1	0.66%	Increased
430	MCM Matterhorn Capital Management San Antonio, Texas	$3.17M	+$4.6K	1	1.46%	Increased
431	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.16M	-$73.8K	1	0.61%	Reduced
432	Ameritas Investment Partners Lincoln, Nebraska	$3.15M	+$1.38M	1	0.25%	Increased
433	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.13M	+$1.48M	1	1.53%	Increased
434	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.13M	-$189K	1	0.68%	Reduced
435	GGHC Gilder Gagnon Howe & Co New York	$3.12M	+$3.06M	1	0.04%	New
436	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.11M	-$5.92K	2	0.23%	Reduced
437	IA Icon Advisers Greenwood Village, Colorado	$3.08M	$0	1	0.22%	Maintained
438	Carnegie Investment Counsel Pepper Pike, Ohio	$3.06M	+$1.84K	1	0.81%	Increased
439	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.99M	+$68.2K	1	0.74%	Increased
440	Kentucky Retirement Systems Frankfort, Kentucky	$2.96M	+$16.5K	1	0.21%	Increased
441	BB&T Securities Richmond, Virginia	$2.88M	+$74.4K	1	0.07%	Increased
442	IHL Investment House LLC Redondo Beach, California	$2.85M	+$1.95M	1	0.51%	Increased
443	Norinchukin Bank Tokyo, Japan	$2.83M	+$143K	1	0.08%	Increased
444	CAM Cubic Asset Management Boston, Massachusetts	$2.81M	-$22.1K	1	0.97%	Reduced
445	TC TFS Capital West Chester, Pennsylvania	$2.81M	-$1.15M	3	0.19%	Reduced
446	Choate Investment Advisors Boston, Massachusetts	$2.78M	-$71.7K	2	0.17%	Reduced
447	Prudential plc London, England, United Kingdom	$2.77M	+$118K	1	0.01%	Increased
448	AssetMark Inc Concord, California	$2.77M	+$1.75M	1	0.07%	Increased
449	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.76M	+$276K	1	0.09%	Increased
450	SCG Strategic Capital Group Gig Harbor, Washington	$2.74M	+$1.3M	2	0.89%	Increased