← 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
501	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.15M	+$163K	1	0.02%	Increased
502	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.15M	+$36.7K	2	0.15%	Increased
503	Kentucky Retirement Systems Frankfort, Kentucky	$2.15M	-$22.9K	1	0.15%	Reduced
504	Meiji Yasuda Life Insurance Tokyo, Japan	$2.13M	+$31.1K	1	0.29%	Increased
505	NA Navellier & Associates Reno, Nevada	$2.12M	-$420K	1	0.4%	Reduced
506	RegentAtlantic Capital Morristown, New Jersey	$2.08M	+$177K	1	0.17%	Increased
507	MUFG Americas New York	$2.07M	-$15.5K	2	0.06%	Reduced
508	PFT Providence First Trust Scottsdale, Arizona	$2.07M	$0	1	1.86%	Maintained
509	Tocqueville Asset Management New York	$2.05M	-$326K	2	0.02%	Reduced
510	Boston Trust Walden Boston, Massachusetts	$2.04M	-$514K	1	0.03%	Reduced
511	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.02M	-$286K	2	0.09%	Reduced
512	Advisory Services Network Atlanta, Georgia	$2.01M	+$303K	4	0.18%	Increased
513	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2M	-$21.4K	1	1.74%	Reduced
514	Laird Norton Wetherby Wealth Management San Francisco, California	$2M	+$23.2K	2	0.28%	Increased
515	Todd Asset Management Louisville, Kentucky	$2M	-$54.8K	1	0.05%	Reduced
516	Old National Bancorp Evansville, Indiana	$1.99M	+$182K	2	0.1%	Increased
517	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.98M	+$25.3K	1	1.07%	Increased
518	CIM Cambria Investment Management Manhattan Beach, California	$1.98M	+$156K	1	0.28%	Increased
519	Schonfeld Strategic Advisors New York	$1.98M	+$1.94M	1	0.16%	New
520	TAM Telemark Asset Management Boston, Massachusetts	$1.98M	$0	1	0.39%	Maintained
521	PK Pflug Koory Omaha, Nebraska	$1.96M	-$28.4K	2	1.55%	Reduced
522	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.93M	-$17.2K	2	0.67%	Reduced
523	WA WESPAC Advisors Orinda, California	$1.93M	-$743K	1	1.79%	Reduced
524	Employees Retirement System of Texas Austin, Texas	$1.93M	-$155K	1	0.02%	Reduced
525	PHS Pekin Hardy Strauss Chicago, Illinois	$1.92M	-$21.4K	1	0.35%	Reduced