← 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	PR Payden & Rygel Los Angeles, California	$4.91M	-$28.6M	1	0.25%	Reduced
427	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$4.87M	-$6.52K	3	0.43%	Reduced
428	Xponance Philadelphia, Pennsylvania	$4.84M	+$166K	2	0.08%	Increased
429	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$4.81M	-$4.36K	1	1.94%	Reduced
430	Choate Investment Advisors Boston, Massachusetts	$4.78M	$0	1	0.25%	Maintained
431	AHC Adell Harriman & Carpenter Houston, Texas	$4.76M	-$47.1K	1	0.46%	Reduced
432	Elo Mutual Pension Insurance Espoo, Finland	$4.76M	+$170K	1	0.14%	Increased
433	ISB Iowa State Bank Urbandale, Iowa	$4.74M	-$387K	1	1.1%	Reduced
434	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.73M	-$188K	2	0.17%	Reduced
435	AC Albar Capital London, United Kingdom	$4.7M	+$4.84M	1	1.96%	New
436	AFM Andesa Financial Management Allentown, Pennsylvania	$4.67M	-$89.9K	1	2.52%	Reduced
437	Wealthfront Advisers Palo Alto, California	$4.66M	+$1.62M	1	0.02%	Increased
438	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4.61M	+$22.4K	1	0.37%	Increased
439	SL Summitry LLC Foster City, California	$4.58M	-$156K	1	0.27%	Reduced
440	Hotchkis & Wiley Capital Management Los Angeles, California	$4.58M	+$1.48M	1	0.01%	Increased
441	Weiss Multi-Strategy Advisers New York	$4.57M	-$532K	1	0.11%	Reduced
442	First National Trust Hermitage, Pennsylvania	$4.47M	-$2.49M	1	0.23%	Reduced
443	Brandywine Global Investment Management Philadelphia, Pennsylvania	$4.45M	+$323K	1	0.03%	Increased
444	SG Americas Securities New York	$4.39M	-$2.03M	4	0.03%	Reduced
445	Vestmark Advisory Solutions Wakefield, Massachusetts	$4.38M	+$443K	2	0.25%	Increased
446	VDBMI Van Den Berg Management I Austin, Texas	$4.35M	+$2.29M	1	0.98%	Increased
447	MFG Monte Financial Group Guilford, Connecticut	$4.34M	+$97.7K	1	2.31%	Increased
448	PCTC Perkins Coie Trust Company Seattle, Washington	$4.33M	-$6.33K	1	1.34%	Reduced
449	KTA Keeley-Teton Advisors Chicago, Illinois	$4.33M	-$186K	2	0.45%	Reduced
450	FRA Front Row Advisors Tiburon, California	$4.32M	+$126K	2	1.74%	Increased