← 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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.78M	-$464K	1	0.32%	Reduced
427	D.A. Davidson & Co Great Falls, Montana	$3.77M	+$12.1K	3	0.07%	Increased
428	Great Lakes Advisors Chicago, Illinois	$3.76M	+$523K	2	0.08%	Increased
429	DCM Dupont Capital Management Wilmington, Delaware	$3.76M	-$121K	2	0.09%	Reduced
430	AF Alerus Financial Grand Forks, North Dakota	$3.72M	+$123K	1	0.5%	Increased
431	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.72M	-$60.8K	2	1.24%	Reduced
432	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$3.68M	+$226K	2	0.39%	Increased
433	ARTA A.R.T. Advisors New York	$3.67M	+$2.47M	2	0.21%	Increased
434	CTA Colonial Trust Advisors Spartanburg, South Carolina	$3.64M	+$35.8K	1	0.66%	Increased
435	Allstate Corporation Northbrook, Illinois	$3.63M	+$782K	1	0.06%	Increased
436	Brinker Capital Berwyn, Pennsylvania	$3.63M	-$187K	3	0.13%	Reduced
437	CT Coastline Trust Providence, Rhode Island	$3.62M	+$183K	2	0.53%	Increased
438	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.58M	-$245K	2	0.16%	Reduced
439	RegentAtlantic Capital Morristown, New Jersey	$3.58M	-$63.7K	1	0.24%	Reduced
440	CAM Carret Asset Management New York	$3.55M	+$53.8K	1	0.56%	Increased
441	Raymond James Trust St. Petersburg, Florida	$3.49M	+$321K	3	0.19%	Increased
442	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.49M	$0	1	0.81%	Maintained
443	WPIC White Pine Investment Company Livonia, Michigan	$3.46M	+$30.9K	1	1.64%	Increased
444	South Dakota Investment Council Sioux Falls, South Dakota	$3.46M	-$987K	1	0.07%	Reduced
445	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$3.42M	+$28.3K	1	1.46%	Increased
446	ECM Estabrook Capital Management New York	$3.41M	$0	2	0.56%	Maintained
447	SCA Sage Capital Advisors Sioux Falls, South Dakota	$3.38M	-$866K	1	2.34%	Reduced
448	CCT Country Club Trust Kansas City, Missouri	$3.34M	+$167K	1	0.38%	Increased
449	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.33M	$0	1	0.01%	Maintained
450	1832 Asset Management Toronto, Ontario, Canada	$3.33M	+$3.27M	2	0.01%	Increased