← 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	IA Icon Advisers Greenwood Village, Colorado	$3.17M	$0	1	0.2%	Maintained
427	BCM Bourgeon Capital Management Darien, Connecticut	$3.15M	+$349K	1	1.72%	Increased
428	GPC Glacier Peak Capital Bellevue, Washington	$3.1M	+$3.26M	1	1.93%	New
429	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.08M	-$17.3M	1	0.04%	Reduced
430	Norinchukin Bank Tokyo, Japan	$3.07M	+$157K	1	0.09%	Increased
431	SHA Smith Hayes Advisers Lincoln, Nebraska	$3.02M	-$46.7K	1	0.71%	Reduced
432	Advisors Capital Management Ridgewood, New Jersey	$2.95M	+$252K	1	0.4%	Increased
433	CAM Cubic Asset Management Boston, Massachusetts	$2.95M	+$56K	1	0.97%	Increased
434	WBC Westpac Banking Corp Sydney, Australia	$2.93M	+$744K	1	0.03%	Increased
435	FA FDx Advisors Chicago, Illinois	$2.91M	+$1.77M	2	0.19%	Increased
436	HM Payson & Co Portland, Maine	$2.91M	-$566K	1	0.15%	Reduced
437	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.9M	+$65.5K	1	0.09%	Increased
438	PP Patten & Patten Chattanooga, Tennessee	$2.9M	-$1.06M	1	0.47%	Reduced
439	GA Geneva Advisors Chicago, Illinois	$2.9M	-$1.08M	2	0.05%	Reduced
440	KFS Kurt F. Somerville	$2.9M	-$167K	1	1.13%	Reduced
441	Exencial Wealth Advisors Oklahoma City, Oklahoma	$2.88M	-$191K	1	1.23%	Reduced
442	HT HighTower Trust Houston, Texas	$2.87M	+$1.06M	1	0.39%	Increased
443	AWP Ascent Wealth Partners New Hartford, New York	$2.85M	+$67.5K	1	1.8%	Increased
444	Nippon Life Insurance Tokyo, Japan	$2.85M	+$186K	1	0.07%	Increased
445	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.81M	+$16K	1	0.09%	Increased
446	Two Sigma Advisers New York	$2.81M	+$1.17M	4	0.02%	Increased
447	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.78M	-$858K	1	0.38%	Reduced
448	FPA Fieldpoint Private Advisors New York	$2.77M	+$2.67M	1	1.68%	New
449	Jefferies Group New York	$2.76M	+$2.67M	2	0.02%	New
450	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.73M	+$2.51M	1	0.18%	New