← 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	Maryland State Retirement & Pension System Baltimore, Maryland	$4.57M	+$4.26M	2	0.16%	New
452	Sigma Planning Corp Ann Arbor, Michigan	$4.49M	-$254K	2	0.14%	Reduced
453	KTA Keeley-Teton Advisors Chicago, Illinois	$4.47M	+$107K	2	0.47%	Increased
454	PAM Pegasus Asset Management Montebello, New York	$4.46M	+$76.1K	1	2.26%	Increased
455	Assenagon Asset Management Senningerberg, Luxembourg	$4.44M	-$4.54M	2	0.02%	Reduced
456	Vident Investment Advisory Alpharetta, Georgia	$4.41M	+$1.3M	1	0.15%	Increased
457	PGA Portland Global Advisors Portland, Maine	$4.4M	+$38K	1	0.94%	Increased
458	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$4.37M	+$34.8K	3	0.44%	Increased
459	MML Investors Services Springfield, Massachusetts	$4.35M	-$1.29M	2	0.04%	Reduced
460	SL Summitry LLC Foster City, California	$4.31M	+$75K	1	0.28%	Increased
461	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.31M	$0	2	0.17%	Maintained
462	Hotchkis & Wiley Capital Management Los Angeles, California	$4.26M	+$354K	1	0.01%	Increased
463	Annex Advisory Services Brookfield, Wisconsin	$4.23M	-$165K	1	0.41%	Reduced
464	DIA Dean Investment Associates Beavercreek, Ohio	$4.22M	-$151K	2	0.8%	Reduced
465	WIM Wilen Investment Management Bonita Springs, Florida	$4.21M	-$670K	2	3.73%	Reduced
466	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4.17M	-$67.3K	1	0.35%	Reduced
467	FM Foster & Motley Cincinnati, Ohio	$4.14M	-$341K	1	0.35%	Reduced
468	HIP Harrell Investment Partners Austin, Texas	$4.13M	+$155K	1	1.46%	Increased
469	LHC Little House Capital Braintree, Massachusetts	$4.13M	+$3.6M	1	1.46%	Increased
470	BCM Beddow Capital Management Jackson, Wyoming	$4.06M	-$244K	2	2.58%	Reduced
471	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.05M	+$213K	1	0.76%	Increased
472	NC NewSquare Capital Newtown Square, Pennsylvania	$4.04M	+$170K	1	0.53%	Increased
473	PCTC Perkins Coie Trust Company Seattle, Washington	$3.99M	-$118K	1	1.33%	Reduced
474	Walleye Capital New York	$3.98M	-$722K	1	0.23%	Reduced
475	Elo Mutual Pension Insurance Espoo, Finland	$3.98M	+$40K	1	0.13%	Increased