← 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	Covington Capital Management Los Angeles, California	$5.97M	+$790K	2	0.21%	Increased
427	Jupiter Asset Management London, United Kingdom	$5.96M	+$4.97M	2	0.07%	Increased
428	CCT Country Club Trust Kansas City, Missouri	$5.94M	-$87.2K	1	0.47%	Reduced
429	First Manhattan New York	$5.91M	-$122K	4	0.02%	Reduced
430	SCM Spring Capital Management Amarillo, Texas	$5.86M	+$5.62M	1	4.65%	New
431	Dai-ichi Life Insurance Company Tokyo, Japan	$5.85M	$0	1	0.08%	Maintained
432	ISB Iowa State Bank Urbandale, Iowa	$5.82M	-$169K	1	1.37%	Reduced
433	BDS Banco de Sabadell Miami, Florida	$5.78M	+$636K	3	3.24%	Increased
434	Norinchukin Bank Tokyo, Japan	$5.76M	-$34.3K	1	0.07%	Reduced
435	LSA L & S Advisors Los Angeles, California	$5.72M	-$2.24M	1	0.62%	Reduced
436	Annex Advisory Services Brookfield, Wisconsin	$5.71M	+$314K	1	0.39%	Increased
437	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$5.69M	-$63.1K	1	2.24%	Reduced
438	PAM Pegasus Asset Management Montebello, New York	$5.68M	+$50.4K	1	2.33%	Increased
439	Trexquant Investment Stamford, Connecticut	$5.68M	+$4.67M	1	0.35%	Increased
440	PGA Portland Global Advisors Portland, Maine	$5.67M	+$82.1K	1	0.95%	Increased
441	TI Truehand Inc Strafford, New Hampshire	$5.64M	-$302K	1	3.3%	Reduced
442	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.58M	-$727K	1	0.12%	Reduced
443	Weiss Multi-Strategy Advisers New York	$5.58M	-$1.75M	1	0.13%	Reduced
444	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.54M	-$282K	2	0.19%	Reduced
445	AHC Adell Harriman & Carpenter Houston, Texas	$5.48M	+$287K	1	0.51%	Increased
446	RWA River Wealth Advisors Camp Hill, Pennsylvania	$5.46M	+$123K	1	0.85%	Increased
447	AFM Andesa Financial Management Allentown, Pennsylvania	$5.42M	-$44.1K	1	2.66%	Reduced
448	SL Summitry LLC Foster City, California	$5.39M	-$67.9K	1	0.31%	Reduced
449	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$5.38M	-$208K	3	0.45%	Reduced
450	CIC Chase Investment Counsel Charlottesville, Virginia	$5.35M	-$267K	1	2.14%	Reduced