← 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	KFS Kurt F. Somerville	$2.48M	-$347K	1	1%	Reduced
427	EI EAM Investors Solana Beach, California	$2.46M	-$61.4K	1	0.5%	Reduced
428	HCA Horan Capital Advisors Cincinnati, Ohio	$2.44M	+$521K	1	2.16%	Increased
429	IAM Impax Asset Management Portsmouth, New Hampshire	$2.43M	-$13M	1	0.16%	Reduced
430	RNC Capital Management Los Angeles, California	$2.42M	+$2.71M	1	0.19%	New
431	LG Laidlaw Group Bedford Hills, New York	$2.42M	+$22.5K	1	1.2%	Increased
432	Nippon Life Insurance Tokyo, Japan	$2.4M	+$67.1K	1	0.06%	Increased
433	OA OFI Advisors Philadelphia, Pennsylvania	$2.39M	+$366K	4	0.17%	Increased
434	EIM Emerson Investment Management Boston, Massachusetts	$2.36M	+$62.5K	1	0.46%	Increased
435	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.35M	+$47.7K	1	0.07%	Increased
436	WBC Westpac Banking Corp Sydney, Australia	$2.35M	-$61.7K	1	0.02%	Reduced
437	AWP Ascent Wealth Partners New Hartford, New York	$2.35M	+$7.45K	1	1.49%	Increased
438	Kentucky Retirement Systems Frankfort, Kentucky	$2.35M	+$2.63M	1	0.17%	New
439	Zurich Cantonal Bank Zurich, Switzerland	$2.34M	+$193K	1	0.08%	Increased
440	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.33M	-$57.5K	1	0.08%	Reduced
441	Virtu KCG Holdings New York	$2.33M	-$1.12M	3	0.05%	Reduced
442	HM Payson & Co Portland, Maine	$2.31M	-$529K	1	0.12%	Reduced
443	WhitTier Trust Company Reno, Nevada	$2.29M	+$60.3K	2	0.26%	Increased
444	FA FDx Advisors Chicago, Illinois	$2.29M	-$197K	2	0.15%	Reduced
445	Norinchukin Bank Tokyo, Japan	$2.29M	-$261K	1	0.07%	Reduced
446	FPA Fieldpoint Private Advisors New York	$2.28M	+$7.09K	1	1.48%	Increased
447	NI Nepsis Inc Minneapolis, Minnesota	$2.19M	+$437K	1	1.25%	Increased
448	KAM Keeley Asset Management Chicago, Illinois	$2.18M	$0	1	0.04%	Maintained
449	Creative Planning Overland Park, Kansas	$2.18M	+$642K	4	0.03%	Increased
450	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.17M	+$29.6K	2	1.95%	Increased