← 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
476	Kentucky Retirement Systems Frankfort, Kentucky	$2.11M	-$91.2K	1	0.16%	Reduced
477	First Citizens Bank & Trust Raleigh, North Carolina	$2.09M	-$638K	1	0.27%	Reduced
478	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$2.07M	$0	1	0.23%	Maintained
479	PK Pflug Koory Omaha, Nebraska	$2.06M	-$16.7K	2	1.68%	Reduced
480	Raymond James Trust St. Petersburg, Florida	$2.05M	+$321K	2	0.15%	Increased
481	Meiji Yasuda Life Insurance Tokyo, Japan	$2.04M	+$400K	1	0.3%	Increased
482	MUFG Americas New York	$2.03M	+$90.1K	2	0.06%	Increased
483	Employees Retirement System of Texas Austin, Texas	$2.02M	$0	1	0.03%	Maintained
484	Cerity Partners OCIO New York	$2.02M	+$144K	1	0.14%	Increased
485	Convergence Investment Partners Palm Beach Gardens, Florida	$2.02M	-$10.5K	1	0.29%	Reduced
486	PFT Providence First Trust Scottsdale, Arizona	$2.01M	$0	1	1.72%	Maintained
487	SAM Selway Asset Management	$2M	+$15.1K	1	1.16%	Increased
488	Logan Capital Management Newtown Square, Pennsylvania	$2M	+$84.5K	2	0.14%	Increased
489	Shelton Capital Management Denver, Colorado	$2M	-$277K	2	0.13%	Reduced
490	Todd Asset Management Louisville, Kentucky	$2M	-$72.3K	1	0.06%	Reduced
491	People's United Financial Bridgeport, Connecticut	$1.99M	-$313K	1	0.07%	Reduced
492	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.97M	-$61.5K	1	1.65%	Reduced
493	HL HeadInvest LLC Portland, Maine	$1.96M	-$40.1K	2	0.62%	Reduced
494	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.9M	+$4.15K	1	1.04%	Increased
495	BRA Blue Rock Advisors Wayzata, Minnesota	$1.89M	+$1.47M	1	2.9%	Increased
496	CIM CenturyLink Investment Management Denver, Colorado	$1.89M	-$55.2K	1	0.62%	Reduced
497	Pekin Hardy Strauss Chicago, Illinois	$1.88M	+$60.4K	1	0.35%	Increased
498	Laird Norton Wetherby Wealth Management San Francisco, California	$1.87M	+$67.5K	2	0.28%	Increased
499	Cambridge Investment Research Advisors Fairfield, Iowa	$1.86M	+$539K	2	0.03%	Increased
500	Liberty Mutual Group Asset Management Boston, Massachusetts	$1.85M	-$837K	2	0.1%	Reduced