← 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
451	Employees Retirement System of Texas Austin, Texas	$1.66M	-$4.93M	2	0.02%	Reduced
452	SCM Stellar Capital Management Phoenix, Arizona	$1.65M	-$75.3K	1	1.99%	Reduced
453	Balentine LLC Atlanta, Georgia	$1.65M	-$88.3K	3	0.34%	Reduced
454	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.65M	-$1.01M	1	0.19%	Reduced
455	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.63M	+$136K	2	0.2%	Increased
456	DC Deere & Company Moline, Illinois	$1.6M	-$349K	2	0.09%	Reduced
457	PHS Pekin Hardy Strauss Chicago, Illinois	$1.59M	+$1.2M	1	0.36%	Increased
458	GCA Gideon Capital Advisors New York	$1.58M	-$86.2K	1	1.15%	Reduced
459	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.57M	+$10.8K	1	0.03%	Increased
460	CIBC World Market Toronto, Ontario, Canada	$1.56M	+$132K	2	0.01%	Increased
461	DVM Dreman Value Management West Palm Beach, Florida	$1.55M	-$131K	2	0.47%	Reduced
462	AMI Amica Mutual Insurance Providence, Rhode Island	$1.54M	$0	1	0.14%	Maintained
463	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.54M	-$518K	1	1.27%	Reduced
464	Nippon Life Insurance Tokyo, Japan	$1.53M	-$103K	1	0.04%	Reduced
465	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.53M	-$114K	1	1.15%	Reduced
466	Squarepoint New York	$1.51M	-$4.71M	1	0.17%	Reduced
467	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.51M	-$140K	2	0.89%	Reduced
468	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.5M	+$174K	1	0.34%	Increased
469	GIM Guardian Investment Management Tiburon, California	$1.5M	+$63K	1	1.61%	Increased
470	State of Alaska Department of Revenue Juneau, Alaska	$1.47M	+$704K	1	0.21%	Increased
471	RC Roundview Capital Princeton, New Jersey	$1.44M	+$536K	1	0.57%	Increased
472	OI Oakbrook Investments Lisle, Illinois	$1.43M	-$1.69M	1	0.09%	Reduced
473	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.43M	-$376K	1	0.06%	Reduced
474	FWSM First Wilshire Securities Management Pasadena, California	$1.42M	+$431K	1	0.4%	Increased
475	CIM Corbyn Investment Management Lutherville, Maryland	$1.4M	-$1.27M	1	0.41%	Reduced