← 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	D.A. Davidson & Co Great Falls, Montana	$5.34M	+$185K	3	0.06%	Increased
452	DC Diametric Capital Boston, Massachusetts	$5.3M	+$2.53M	1	4.06%	Increased
453	Choate Investment Advisors Boston, Massachusetts	$5.3M	$0	1	0.31%	Maintained
454	Xponance Philadelphia, Pennsylvania	$5.3M	+$1M	2	0.08%	Increased
455	Pacer Advisors Malvern, Pennsylvania	$5.27M	+$66.8K	3	0.05%	Increased
456	Elo Mutual Pension Insurance Espoo, Finland	$5.23M	+$375K	1	0.14%	Increased
457	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$5.22M	-$2.98K	1	0.4%	Reduced
458	Hotchkis & Wiley Capital Management Los Angeles, California	$5.18M	-$137K	1	0.02%	Reduced
459	HIP Harrell Investment Partners Austin, Texas	$5.12M	+$1.82K	1	1.57%	Increased
460	ALPS Advisors Denver, Colorado	$5.03M	-$163K	2	0.06%	Reduced
461	PAA Peregrine Asset Advisers Portland, Oregon	$5.02M	+$4.38M	1	2.04%	Increased
462	Andra AP-fonden Goteborg, Sweden	$4.99M	-$464K	1	0.1%	Reduced
463	AWM Avitas Wealth Management Los Angeles, California	$4.96M	+$103K	1	0.83%	Increased
464	KTA Keeley-Teton Advisors Chicago, Illinois	$4.95M	-$265K	2	0.52%	Reduced
465	PCTC Perkins Coie Trust Company Seattle, Washington	$4.94M	-$994	2	1.45%	Reduced
466	RBA Richard Bernstein Advisors New York	$4.91M	$0	1	0.09%	Maintained
467	HVP Hudson Value Partners Palm Beach, Florida	$4.91M	+$58.2K	1	2.38%	Increased
468	FRA Front Row Advisors Tiburon, California	$4.89M	+$1.65M	2	1.83%	Increased
469	CT Cambridge Trust Cambridge, Massachusetts	$4.86M	+$3.97M	3	0.16%	Increased
470	Jefferies Group New York	$4.86M	+$613K	1	0.03%	Increased
471	AAM Arabesque Asset Management London, United Kingdom	$4.85M	+$69.8K	1	1.4%	Increased
472	WIS Wright Investors Service Shelton, Connecticut	$4.84M	+$265K	2	1.22%	Increased
473	MFG Monte Financial Group Guilford, Connecticut	$4.84M	-$21.5K	1	2.55%	Reduced
474	BCM Beddow Capital Management Jackson, Wyoming	$4.69M	-$65.8K	1	2.66%	Reduced
475	Advisory Services Network Atlanta, Georgia	$4.63M	+$227K	2	0.13%	Increased