← 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	Dai-ichi Life Insurance Company Tokyo, Japan	$5.05M	-$435K	1	0.07%	Reduced
427	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$5.03M	-$14.5K	1	2.05%	Reduced
428	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.02M	-$79.9K	2	0.17%	Reduced
429	Norinchukin Bank Tokyo, Japan	$5.01M	+$93.7K	1	0.07%	Increased
430	ING Group Amsterdam, Netherlands	$5M	+$117K	1	0.06%	Increased
431	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.96M	-$408K	1	0.41%	Reduced
432	Waratah Capital Advisors Toronto, Ontario, Canada	$4.96M	-$6.43M	1	0.07%	Reduced
433	ArrowMark Colorado Holdings Denver, Colorado	$4.88M	+$1.7M	1	0.04%	Increased
434	PGA Portland Global Advisors Portland, Maine	$4.88M	+$22K	1	0.9%	Increased
435	PAM Pegasus Asset Management Montebello, New York	$4.87M	+$19.8K	1	2.23%	Increased
436	CIC Chase Investment Counsel Charlottesville, Virginia	$4.86M	+$1.12M	1	2.09%	Increased
437	NewEdge Advisors New Orleans, Louisiana	$4.8M	-$244K	1	0.12%	Reduced
438	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$4.79M	-$95.3K	3	0.44%	Reduced
439	Level Four Advisory Services Dallas, Texas	$4.77M	+$5.1M	1	0.5%	New
440	Choate Investment Advisors Boston, Massachusetts	$4.74M	$0	1	0.3%	Maintained
441	Andra AP-fonden Goteborg, Sweden	$4.73M	+$1.69M	1	0.1%	Increased
442	AFM Andesa Financial Management Allentown, Pennsylvania	$4.72M	-$4.97M	1	2.57%	Reduced
443	SL Summitry LLC Foster City, California	$4.72M	+$42K	1	0.29%	Increased
444	Annex Advisory Services Brookfield, Wisconsin	$4.65M	-$20.8K	1	0.38%	Reduced
445	CA Cullinan Associates Louisville, Kentucky	$4.63M	+$264K	1	0.26%	Increased
446	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.61M	+$195K	1	0.79%	Increased
447	MAM Myriad Asset Management North Point, Hong Kong	$4.57M	+$4.89M	1	0.47%	New
448	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$4.55M	-$4.06M	1	0.8%	Reduced
449	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$4.54M	+$63.9K	1	2.41%	Increased
450	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4.51M	-$7.99K	1	0.36%	Reduced