← 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	LM Lincluden Management Mississauga, Ontario, Canada	$2.96M	-$74.1K	1	0.29%	Reduced
427	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.93M	+$415K	1	0.09%	Increased
428	SAM Securian Asset Management St Paul, Minnesota	$2.92M	+$48.1K	1	0.09%	Increased
429	IAM Impax Asset Management Portsmouth, New Hampshire	$2.86M	+$244K	1	0.17%	Increased
430	CA Callahan Advisors Houston, Texas	$2.86M	+$44.8K	1	0.84%	Increased
431	ACM Aviance Capital Management Sarasota, Florida	$2.81M	-$4.4M	1	0.1%	Reduced
432	Jane Street New York	$2.81M	+$2.85M	2	0.02%	New
433	Central Trust Company Jefferson City, Missouri	$2.8M	-$593K	2	0.23%	Reduced
434	Sumitomo Life Insurance Tokyo, Japan	$2.75M	-$140K	1	0.27%	Reduced
435	Baker Avenue Asset Management San Francisco, California	$2.75M	-$253K	1	0.38%	Reduced
436	RNC Capital Management Los Angeles, California	$2.61M	+$14.5K	1	0.21%	Increased
437	AWP Ascent Wealth Partners New Hartford, New York	$2.6M	+$76.5K	1	1.53%	Increased
438	CIBC Asset Management Toronto, Ontario, Canada	$2.6M	-$691K	1	0.02%	Reduced
439	Nomura Holdings Tokyo, Japan	$2.59M	+$315K	1	0.01%	Increased
440	OA OFI Advisors Philadelphia, Pennsylvania	$2.59M	+$4.63K	3	0.17%	Increased
441	FPA Fieldpoint Private Advisors New York	$2.55M	+$101K	1	1.65%	Increased
442	CHAM Clear Harbor Asset Management Stamford, Connecticut	$2.53M	+$1.44M	2	0.51%	Increased
443	D.E. Shaw & Co New York	$2.52M	-$46.9M	3	0%	Reduced
444	NSIM North Star Investment Management Chicago, Illinois	$2.52M	+$85.8K	2	0.48%	Increased
445	Envestnet Asset Management Chicago, Illinois	$2.5M	+$1.48M	2	0.03%	Increased
446	TWI Thomas White International Chicago, Illinois	$2.47M	+$515K	1	0.34%	Increased
447	PRC Platte River Capital Denver, Colorado	$2.43M	-$907K	1	0.9%	Reduced
448	ECP Electron Capital Partners New York	$2.42M	+$2.48M	1	1.47%	New
449	CT Coastline Trust Providence, Rhode Island	$2.42M	+$414K	1	0.51%	Increased
450	BB&T Securities Richmond, Virginia	$2.42M	+$716K	1	0.05%	Increased