← 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	OAM Ostrum Asset Management Paris, France	$34.4M	-$1.61M	2	1.55%	Reduced
427	Advisory Services Network Atlanta, Georgia	$34.3M	-$769K	6	0.5%	Reduced
428	FSCM Front Street Capital Management Missoula, Montana	$34.2M	-$676K	2	5.29%	Reduced
429	Vest Financial Mclean, Virginia	$33.8M	+$13.6M	3	0.44%	Increased
430	VARA Value Aligned Research Advisors Princeton, New Jersey	$33.6M	-$200M	1	0.41%	Reduced
431	TCM Thames Capital Management Roseland, New Jersey	$33.5M	$0	1	4.78%	Maintained
432	Jones Financial Companies Des Peres, Missouri	$33.3M	+$6.75M	6	0.02%	Increased
433	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$33.2M	+$1.09M	1	0.25%	Increased
434	Stratos Wealth Partners Beachwood, Ohio	$33M	+$2.05M	4	0.39%	Increased
435	Thrivent Financial for Lutherans Minneapolis, Minnesota	$32.9M	-$51M	4	0.06%	Reduced
436	Elo Mutual Pension Insurance Espoo, Finland	$32.6M	+$1.86M	2	0.54%	Increased
437	Aptus Capital Advisors Fairhope, Alabama	$32.5M	+$3.96M	3	0.24%	Increased
438	Capital International Sarl Los Angeles, California	$32.2M	+$6.08M	1	0.56%	Increased
439	Associated Banc-Corp Green Bay, Wisconsin	$31.9M	-$1.05M	2	0.84%	Reduced
440	Verition Fund Management Greenwich, Connecticut	$31.8M	-$15.2M	6	0.13%	Reduced
441	Brinker Capital Investments Berwyn, Pennsylvania	$31.8M	+$2.6M	5	0.25%	Increased
442	Loomis, Sayles & Company Boston, Massachusetts	$31.6M	+$258K	4	0.04%	Increased
443	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$31.5M	$0	1	0.24%	Maintained
444	Stephens Investment Management Group Houston, Texas	$31.4M	+$4.78M	2	0.41%	Increased
445	DIA Davidson Investment Advisors Great Falls, Montana	$31.3M	+$239K	1	1.33%	Increased
446	IFM Investors Melbourne, Australia	$31.2M	-$277K	1	0.27%	Reduced
447	Alpha Cubed Investments Irvine, California	$31.1M	-$1.61M	2	1.08%	Reduced
448	Emerald Advisers Leola, Pennsylvania	$31M	+$1.06M	1	0.99%	Increased
449	Allworth Financial Folsom, California	$30.5M	+$535K	6	0.13%	Increased
450	IMC Chicago Chicago, Illinois	$30.4M	+$13.1M	2	0.01%	Increased