← 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
526	FM Forward Management San Francisco, California	$1.64M	-$337K	1	0.1%	Reduced
527	CC Cannell & Co New York	$1.64M	-$346K	2	0.05%	Reduced
528	UR USCA RIA Houston, Texas	$1.64M	-$21.7K	1	0.55%	Reduced
529	Veritable Wilmington, Delaware	$1.64M	+$134K	1	0.03%	Increased
530	NERM New England Research & Management Chicago, Illinois	$1.64M	+$348K	2	1.47%	Increased
531	CA Cullinan Associates Louisville, Kentucky	$1.64M	-$3.01M	1	0.27%	Reduced
532	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.61M	-$3.93K	1	1.71%	Reduced
533	RH Rayner & Haynor Mill Valley, California	$1.61M	-$26K	1	1.22%	Reduced
534	Old National Bancorp Evansville, Indiana	$1.61M	+$691K	1	0.12%	Increased
535	MCC Mid Continent Capital Chicago, Illinois	$1.61M	-$12.1K	1	0.09%	Reduced
536	Martingale Asset Management Boston, Massachusetts	$1.61M	-$1.68M	1	0.05%	Reduced
537	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.6M	+$1.06M	1	0.28%	Increased
538	OIA Optimum Investment Advisors Chicago, Illinois	$1.59M	+$111K	2	0.52%	Increased
539	SSA South Street Advisors New York	$1.59M	-$8.5M	1	0.45%	Reduced
540	NPC National Planning Corporation El Segundo, California	$1.59M	+$33K	1	0.12%	Increased
541	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.58M	$0	1	0.1%	Maintained
542	WRM Westport Resources Management Westport, Connecticut	$1.56M	+$92.7K	2	0.42%	Increased
543	abrdn Investment Management Edinburgh, United Kingdom	$1.56M	+$1.5M	1	0.01%	New
544	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.56M	$0	2	0.29%	Maintained
545	Boston Partners Boston, Massachusetts	$1.56M	$0	1	0%	Maintained
546	Daiwa Securities Group Tokyo, Japan	$1.55M	-$186K	1	0.01%	Reduced
547	CI Global Investments Oakland, California	$1.55M	-$957K	1	0.04%	Reduced
548	PCTC Perkins Coie Trust Company Seattle, Washington	$1.53M	-$40.7K	1	1.43%	Reduced
549	KIG Kessler Investment Group Columbus, Indiana	$1.53M	+$26.1K	1	2.69%	Increased
550	Nikko Asset Management Americas New York	$1.53M	-$490K	1	0.08%	Reduced