← 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	Norinchukin Bank Tokyo, Japan	$2.73M	+$117K	1	0.05%	Increased
427	RNC Capital Management Los Angeles, California	$2.72M	-$24.4K	1	0.21%	Reduced
428	KFP Keystone Financial Planning Cleveland, Ohio	$2.72M	-$475K	1	1.54%	Reduced
429	CT Coastline Trust Providence, Rhode Island	$2.71M	+$1.51K	1	0.47%	Increased
430	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.7M	$0	1	0.99%	Maintained
431	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.7M	-$158K	1	1.33%	Reduced
432	CAM Cypress Asset Management Houston, Texas	$2.7M	-$266K	1	0.58%	Reduced
433	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.69M	+$7.55K	2	0.13%	Increased
434	Scotia Capital Toronto, Ontario, Canada	$2.68M	+$966K	2	0.04%	Increased
435	PTCG Pring Turner Capital Group Alamo, California	$2.67M	-$91.7K	1	2.64%	Reduced
436	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.66M	-$11.3M	1	0.01%	Reduced
437	SFI SPC Financial Inc Rockville, Maryland	$2.65M	+$103K	1	0.66%	Increased
438	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.62M	-$2M	1	3.22%	Reduced
439	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.61M	$0	1	0.1%	Maintained
440	WA WESPAC Advisors Orinda, California	$2.61M	+$37.4K	1	1.72%	Increased
441	Bowen Hanes & Co Ponte Vedra Beach, Florida	$2.6M	-$16.3M	1	0.12%	Reduced
442	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.6M	$0	2	0.24%	Maintained
443	First Allied Advisory Services San Diego, California	$2.59M	-$120K	2	0.11%	Reduced
444	CTA Colonial Trust Advisors Spartanburg, South Carolina	$2.56M	+$62.3K	1	0.56%	Increased
445	BCP Blue Chip Partners Farmington Hills, Michigan	$2.55M	+$144K	1	0.82%	Increased
446	FCI Financial Counselors Inc Overland Park, Kansas	$2.55M	+$49.4K	1	0.12%	Increased
447	Franklin Resources San Mateo, California	$2.54M	-$4.14M	1	0%	Reduced
448	NA Navellier & Associates Reno, Nevada	$2.47M	-$50.7K	1	0.48%	Reduced
449	TAM Telemark Asset Management Boston, Massachusetts	$2.47M	$0	1	0.51%	Maintained
450	PineBridge Investments New York	$2.46M	+$1.76M	3	0.06%	Increased