← 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	TCM Thames Capital Management Roseland, New Jersey	$21.8M	$0	1	5.9%	Maintained
452	Pacer Advisors Malvern, Pennsylvania	$21.7M	-$83.8M	3	0.05%	Reduced
453	INTECH Investment Management West Palm Beach, Florida	$21.3M	-$9.26M	6	0.21%	Reduced
454	HC Henshaw Capital Woburn, Massachusetts	$21.2M	$0	2	0.88%	Maintained
455	Rafferty Asset Management New York	$21.2M	+$1.98M	3	0.08%	Increased
456	FSCM Front Street Capital Management Missoula, Montana	$21.2M	-$668K	2	3.68%	Reduced
457	Mizuho Securities USA New York	$21M	+$6.68M	2	0.38%	Increased
458	CIA CCM Investment Advisers Columbia, South Carolina	$21M	-$639K	1	2.32%	Reduced
459	Advisory Services Network Atlanta, Georgia	$20.7M	+$5.95M	4	0.39%	Increased
460	First Manhattan New York	$20.6M	-$763K	3	0.06%	Reduced
461	RAM Rempart Asset Management Montreal, Canada	$20.5M	-$926K	1	4.08%	Reduced
462	CA CapWealth Advisors Franklin, Tennessee	$20.5M	-$519K	1	2.24%	Reduced
463	WIC Willis Investment Counsel Gainesville, Georgia	$20.5M	+$4.91K	1	1.34%	Increased
464	Elo Mutual Pension Insurance Espoo, Finland	$20.3M	-$889K	2	0.43%	Reduced
465	Meiji Yasuda Life Insurance Tokyo, Japan	$20.2M	-$327K	2	0.38%	Reduced
466	Oberweis Asset Management Lisle, Illinois	$20.1M	$0	2	0.95%	Maintained
467	Two Sigma Advisers New York	$20M	-$7.55M	3	0.05%	Reduced
468	AIM Allen Investment Management New York	$20M	+$7.2M	1	0.23%	Increased
469	Exchange Traded Concepts Oklahoma City, Oklahoma	$19.9M	+$4.12M	3	0.39%	Increased
470	Scotia Capital Toronto, Ontario, Canada	$19.8M	+$221K	3	0.1%	Increased
471	Hantz Financial Services Southfield, Michigan	$19.8M	+$186K	3	0.34%	Increased
472	PI Pennant Investors Summit, New Jersey	$19.7M	$0	1	5.57%	Maintained
473	Nomura Holdings Tokyo, Japan	$19.5M	+$16.8M	3	0.03%	Increased
474	Aptus Capital Advisors Fairhope, Alabama	$19.4M	+$3.72M	3	0.2%	Increased
475	Stratos Wealth Partners Beachwood, Ohio	$19.3M	+$1.37M	3	0.27%	Increased