← 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	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.94M	+$12K	1	0.09%	Increased
427	Curi RMB Capital Chicago, Illinois	$2.89M	-$254K	1	0.17%	Reduced
428	IAM Impax Asset Management Portsmouth, New Hampshire	$2.87M	+$8.91K	1	0.16%	Increased
429	PP Patten & Patten Chattanooga, Tennessee	$2.86M	-$557K	1	0.41%	Reduced
430	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.83M	-$212K	1	0.56%	Reduced
431	CIBC Asset Management Toronto, Ontario, Canada	$2.82M	+$221K	1	0.02%	Increased
432	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.78M	-$343K	2	0.13%	Reduced
433	LM Lincluden Management Mississauga, Ontario, Canada	$2.76M	-$195K	1	0.39%	Reduced
434	CHAM Clear Harbor Asset Management Stamford, Connecticut	$2.75M	+$221K	2	0.53%	Increased
435	Huntington National Bank Columbus, Ohio	$2.75M	-$279K	4	0.07%	Reduced
436	NSIM North Star Investment Management Chicago, Illinois	$2.74M	+$315K	2	0.51%	Increased
437	DCC Dow Chemical Company Midland, Michigan	$2.72M	-$1.7M	1	0.24%	Reduced
438	AWP Ascent Wealth Partners New Hartford, New York	$2.68M	+$78.4K	1	1.46%	Increased
439	RNC Capital Management Los Angeles, California	$2.66M	+$52.7K	1	0.22%	Increased
440	FA FDx Advisors Chicago, Illinois	$2.66M	+$891K	2	0.06%	Increased
441	WhitTier Trust Company Reno, Nevada	$2.61M	+$360K	2	0.29%	Increased
442	Brookstone Capital Management Wheaton, Illinois	$2.6M	+$1.05M	1	0.39%	Increased
443	FPA Fieldpoint Private Advisors New York	$2.58M	+$30.9K	1	1.57%	Increased
444	Bridgeway Capital Management Houston, Texas	$2.57M	$0	1	0.05%	Maintained
445	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.56M	+$2.57M	1	1.74%	New
446	COI Connable Office Inc Kalamazoo, Michigan	$2.53M	+$816K	1	0.65%	Increased
447	EverPoint Asset Management Stamford, Connecticut	$2.51M	-$569K	1	0.05%	Reduced
448	Central Trust Company Jefferson City, Missouri	$2.51M	-$281K	2	0.2%	Reduced
449	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.51M	+$2.26M	1	0.5%	New
450	AT Arden Trust Wilmington, Delaware	$2.51M	+$857K	1	0.36%	Increased