← 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	AC Albar Capital London, United Kingdom	$19.7M	+$19.9M	2	3.01%	New
427	DBG De Burlo Group Boston, Massachusetts	$19.7M	+$8.65M	1	2.64%	Increased
428	Rathbones Group Liverpool, United Kingdom	$19.6M	+$10.6M	2	0.11%	Increased
429	Brown Advisory Baltimore, Maryland	$19.6M	+$5.64M	3	0.03%	Increased
430	OAM Ophir Asset Management Sydney, Australia	$19.5M	+$6.62M	1	3.46%	Increased
431	Dana Investment Advisors Waukesha, Wisconsin	$19.5M	+$2.71M	4	0.66%	Increased
432	Allworth Financial Folsom, California	$19.2M	+$18.7M	5	0.12%	Increased
433	Advisors Asset Management Monument, Colorado	$19.1M	-$3.96M	4	0.37%	Reduced
434	NCA Newbrook Capital Advisors New York	$19M	+$17.5M	1	2.79%	New
435	Oppenheimer Asset Management New York	$18.9M	+$357K	2	0.24%	Increased
436	GIM Goelzer Investment Management Carmel, Indiana	$18.6M	-$628K	1	1.04%	Reduced
437	First Citizens Bank & Trust Raleigh, North Carolina	$18.3M	-$1.71M	2	0.35%	Reduced
438	Mirae Asset Global Investments Seoul, South Korea	$18.3M	-$268M	3	0.09%	Reduced
439	SW SVB Wealth Boston, Massachusetts	$18.3M	-$2.88M	3	0.45%	Reduced
440	Oregon Public Employees Retirement Fund Tigard, Oregon	$18.2M	+$3.2M	5	0.36%	Increased
441	LBP AM Paris, France	$18.1M	-$7.92M	2	0.74%	Reduced
442	Oberweis Asset Management Lisle, Illinois	$17.9M	+$496K	2	1.1%	Increased
443	Scout Investments Kansas City, Missouri	$17.9M	+$16.6M	1	0.48%	New
444	Wealthfront Advisers Palo Alto, California	$17.8M	+$3.96M	2	0.06%	Increased
445	AF Alerus Financial Grand Forks, North Dakota	$17.8M	-$966K	1	1.33%	Reduced
446	Brinker Capital Investments Berwyn, Pennsylvania	$17.5M	+$5.11M	4	0.18%	Increased
447	Orion Portfolio Solutions Omaha, Nebraska	$17.5M	+$5.11M	4	0.18%	Increased
448	Avantax Advisory Services Dallas, Texas	$17.4M	+$11.2M	4	0.12%	Increased
449	Douglas Lane & Associates New York	$17.3M	+$15.6M	2	0.25%	Increased
450	SC SRB Corp Boston, Massachusetts	$17M	+$15.7M	1	1.01%	New