← 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	Advisors Asset Management Monument, Colorado	$20.5M	-$426K	4	0.38%	Reduced
427	Allworth Financial Folsom, California	$20.5M	-$274K	6	0.12%	Reduced
428	WIC Willis Investment Counsel Gainesville, Georgia	$20.4M	+$5.71M	1	1.33%	Increased
429	Brinker Capital Investments Berwyn, Pennsylvania	$20.4M	-$444K	4	0.2%	Reduced
430	Orion Portfolio Solutions Omaha, Nebraska	$20.4M	-$444K	4	0.2%	Reduced
431	NOCM Night Owl Capital Management Greenwich, Connecticut	$20M	+$478K	1	2.74%	Increased
432	PCMH Polymer Capital Management (HK) Hong Kong	$19.9M	+$2.45M	1	4.61%	Increased
433	Hantz Financial Services Southfield, Michigan	$19.9M	-$1.72M	3	0.35%	Reduced
434	Wealthfront Advisers Palo Alto, California	$19.9M	-$518K	2	0.06%	Reduced
435	Capital International Inc Los Angeles, California	$19.8M	+$13.1M	2	0.25%	Increased
436	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$19.6M	+$10.4M	3	1.88%	Increased
437	GIM Goelzer Investment Management Carmel, Indiana	$19.6M	+$3.67K	1	1.08%	Increased
438	Bailard Foster City, California	$19.5M	-$2.46M	3	0.51%	Reduced
439	Meiji Yasuda Life Insurance Tokyo, Japan	$19.5M	+$4.55M	2	0.36%	Increased
440	Oberweis Asset Management Lisle, Illinois	$19.4M	$0	2	0.99%	Maintained
441	Elo Mutual Pension Insurance Espoo, Finland	$19.2M	+$1.63M	2	0.41%	Increased
442	Busey Bank Urbana, Illinois	$19.1M	+$132K	3	0.62%	Increased
443	Private Advisor Group Morristown, New Jersey	$18.9M	+$1.95M	4	0.12%	Increased
444	Wilmington Savings Fund Society Wilmington, Delaware	$18.8M	+$5.92M	4	0.34%	Increased
445	Dana Investment Advisors Waukesha, Wisconsin	$18.8M	-$1.3M	4	0.62%	Reduced
446	Fiduciary Trust Boston, Massachusetts	$18.7M	+$7.47M	3	0.26%	Increased
447	AHC Adell Harriman & Carpenter Houston, Texas	$18.6M	+$1.87M	1	1.35%	Increased
448	First Manhattan New York	$18.6M	-$735K	3	0.06%	Reduced
449	DBG De Burlo Group Boston, Massachusetts	$18.6M	-$2.05M	1	2.29%	Reduced
450	Scotia Capital Toronto, Ontario, Canada	$18.6M	+$1.71M	3	0.1%	Increased