← 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	Baker Avenue Asset Management San Francisco, California	$16.9M	-$1.31M	3	0.58%	Reduced
452	KBC Group Brussels, Belgium	$16.9M	+$5.51M	5	0.05%	Increased
453	LMR Partners London, United Kingdom	$16.9M	+$14.2M	2	0.14%	Increased
454	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$16.8M	-$2.02M	2	0.69%	Reduced
455	FAB First American Bank Dundee, Illinois	$16.7M	+$78.8K	1	1.25%	Increased
456	Jump Financial Chicago, Illinois	$16.6M	+$12.8M	4	0.33%	Increased
457	WTFG Wells Trecaso Financial Group Akron, Ohio	$16.4M	-$293K	1	5.68%	Reduced
458	First Manhattan New York	$16.3M	+$5.53M	3	0.05%	Increased
459	NA Navellier & Associates Reno, Nevada	$16.2M	+$5.78M	2	1.91%	Increased
460	Kayne Anderson Rudnick Investment Management Los Angeles, California	$16.2M	-$110K	3	0.04%	Reduced
461	VEPM Vista Equity Partners Management San Francisco, California	$16.1M	+$14.9M	1	0.43%	New
462	SI Symmetry Investments St Helier, Jersey	$16.1M	+$14M	1	1.8%	Increased
463	Antipodes Partners Royal Exchange, Australia	$16M	+$14.7M	2	0.58%	Increased
464	CIS Connors Investor Services Wyomissing, Pennsylvania	$15.8M	-$1.27M	1	1.65%	Reduced
465	DIA Davidson Investment Advisors Great Falls, Montana	$15.8M	-$6.1M	1	0.81%	Reduced
466	EIM Essex Investment Management Boston, Massachusetts	$15.7M	+$1.72M	4	2.94%	Increased
467	AHC Adell Harriman & Carpenter Houston, Texas	$15.7M	+$1.55M	1	1.21%	Increased
468	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$15.7M	+$4.36M	3	0.64%	Increased
469	Maryland State Retirement & Pension System Baltimore, Maryland	$15.6M	-$40.7K	5	0.29%	Reduced
470	PR Payden & Rygel Los Angeles, California	$15.5M	-$1.81M	1	1.26%	Reduced
471	PRIG Payden & Rygel Investment Group Los Angeles, California	$15.5M	-$1.81M	1	1.26%	Reduced
472	GC Globeflex Capital San Diego, California	$15.5M	-$2.44M	2	1.62%	Reduced
473	FNT First Nebraska Trust Lincoln, Nebraska	$15.4M	-$146K	1	1.59%	Reduced
474	Sequoia Financial Advisors Akron, Ohio	$15.3M	+$3.54M	3	0.18%	Increased
475	Quantinno Capital Management New York	$15.2M	+$5.14M	3	0.27%	Increased