← 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	Ameritas Investment Partners Lincoln, Nebraska	$4.23M	-$484K	4	0.18%	Reduced
427	Shelton Capital Management Denver, Colorado	$4.17M	-$261K	3	0.19%	Reduced
428	Trexquant Investment Stamford, Connecticut	$4.16M	-$4.28M	4	0.19%	Reduced
429	Rathbones Group Liverpool, United Kingdom	$4.15M	+$4.61M	1	0.05%	New
430	BOK Financial Tulsa, Oklahoma	$4.14M	-$7.39K	2	0.08%	Reduced
431	Annex Advisory Services Brookfield, Wisconsin	$4.13M	-$50.8K	1	0.3%	Reduced
432	PAM Pegasus Asset Management Montebello, New York	$4.11M	-$54.8K	1	2.24%	Reduced
433	PCA Providence Capital Advisors Charlotte, North Carolina	$4.11M	-$1.35M	1	1.2%	Reduced
434	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.08M	-$64.1K	1	0.75%	Reduced
435	SM Sciencast Management Princeton, New Jersey	$4.08M	+$3.86M	1	0.92%	New
436	Choate Investment Advisors Boston, Massachusetts	$4.06M	$0	1	0.25%	Maintained
437	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$4.06M	+$799K	1	1.33%	Increased
438	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$4.02M	+$44.6K	1	1.76%	Increased
439	ACM Altrius Capital Management New Bern, North Carolina	$4.02M	+$4.46M	1	1.31%	New
440	GAA Green Alpha Advisors Niwot, Colorado	$4.01M	+$3.21M	1	0.92%	Increased
441	Elo Mutual Pension Insurance Espoo, Finland	$3.96M	+$11.9K	1	0.13%	Increased
442	ISB Iowa State Bank Urbandale, Iowa	$3.91M	-$25K	1	1.04%	Reduced
443	BDS Banco de Sabadell Miami, Florida	$3.84M	-$731K	3	3.23%	Reduced
444	AFM Andesa Financial Management Allentown, Pennsylvania	$3.84M	-$43.5K	1	2.42%	Reduced
445	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$3.81M	+$1.02M	1	1.09%	Increased
446	SWM Scissortail Wealth Management Tulsa, Oklahoma	$3.8M	+$3.08M	1	1.46%	New
447	KTA Keeley-Teton Advisors Chicago, Illinois	$3.79M	-$93.7K	2	0.48%	Reduced
448	DWA Dorsey Wright & Associates Pasadena, California	$3.77M	-$538K	2	1.1%	Reduced
449	Lido Advisors Los Angeles, California	$3.76M	+$535K	1	0.05%	Increased
450	CCB Country Club Bank Kansas City, Missouri	$3.74M	-$659K	1	0.35%	Reduced