← 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	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.78M	-$1.11M	1	0.05%	Reduced
452	CIM Cambria Investment Management Manhattan Beach, California	$1.78M	+$1.83M	1	0.82%	New
453	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.77M	+$154K	1	0.01%	Increased
454	AMI Amica Mutual Insurance Providence, Rhode Island	$1.77M	$0	1	0.17%	Maintained
455	Ameritas Investment Partners Lincoln, Nebraska	$1.75M	+$16K	1	0.11%	Increased
456	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.72M	+$122K	1	0.8%	Increased
457	AHL Partners London, United Kingdom	$1.7M	-$83.1K	1	0.09%	Reduced
458	Martingale Asset Management Boston, Massachusetts	$1.68M	+$1.05M	2	0.03%	Increased
459	Barings Charlotte, North Carolina	$1.66M	+$479K	1	0.04%	Increased
460	Creative Planning Overland Park, Kansas	$1.66M	+$37.8K	4	0.01%	Increased
461	Cubist Systematic Strategies Stamford, Connecticut	$1.64M	+$1.39M	2	0.1%	Increased
462	First Allied Advisory Services San Diego, California	$1.63M	-$30.1K	2	0.09%	Reduced
463	Central Trust Company Jefferson City, Missouri	$1.62M	-$49.8K	2	0.12%	Reduced
464	FWSM First Wilshire Securities Management Pasadena, California	$1.61M	+$2.49K	1	0.52%	Increased
465	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.61M	+$104K	3	0.02%	Increased
466	Meiji Yasuda Life Insurance Tokyo, Japan	$1.61M	+$98.3K	1	0.26%	Increased
467	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.61M	-$31.5K	1	0.22%	Reduced
468	GL GLG LLC New York	$1.6M	-$1.71M	1	0.12%	Reduced
469	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$1.59M	-$166K	1	0.13%	Reduced
470	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.57M	+$71.5K	2	0.13%	Increased
471	FCCM First City Capital Management Savannah, Georgia	$1.56M	-$12.3K	2	1.18%	Reduced
472	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.55M	+$89.5K	1	0.36%	Increased
473	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.55M	+$70.9K	1	1.02%	Increased
474	PP Patten & Patten Chattanooga, Tennessee	$1.55M	+$8.17K	1	0.21%	Increased
475	PGA Portland Global Advisors Portland, Maine	$1.54M	-$44.9K	1	0.71%	Reduced