← 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	Meiji Yasuda Life Insurance Tokyo, Japan	$2.19M	-$251K	1	0.33%	Reduced
527	BIA BMT Investment Advisors Berwyn, Pennsylvania	$2.18M	+$224K	1	1.19%	Increased
528	KFP Keystone Financial Planning Cleveland, Ohio	$2.14M	+$27.9K	1	1.06%	Increased
529	BWM BerganKDV Wealth Management Bloomington, Minnesota	$2.14M	+$269K	3	0.44%	Increased
530	EFEM Eos Focused Equity Management New York	$2.13M	+$775K	1	2.77%	Increased
531	MCM Marathon Capital Management Hunt Valley, Maryland	$2.12M	-$12.6K	1	0.94%	Reduced
532	WesBanco Bank Wheeling, West Virginia	$2.1M	-$127K	1	0.11%	Reduced
533	Pacer Advisors Malvern, Pennsylvania	$2.1M	-$6.85K	1	0.06%	Reduced
534	SCP Shorepoint Capital Partners Norwood, Massachusetts	$2.1M	+$1.98M	1	1.19%	New
535	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.1M	-$43.6K	1	1.32%	Reduced
536	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.08M	+$651K	1	0.14%	Increased
537	MUFG Americas New York	$2.06M	-$33.3K	1	0.06%	Reduced
538	PCTC Perkins Coie Trust Company Seattle, Washington	$2.06M	-$4.58K	1	0.96%	Reduced
539	Bridgeway Capital Management Houston, Texas	$2.04M	-$469K	2	0.03%	Reduced
540	Vestmark Advisory Solutions Wakefield, Massachusetts	$2.03M	+$1.94M	2	0.36%	New
541	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.03M	+$25.3K	1	0.21%	Increased
542	OIM Opus Investment Management Worcester, Massachusetts	$2.03M	$0	1	0.4%	Maintained
543	Assenagon Asset Management Senningerberg, Luxembourg	$2.03M	-$5.4M	2	0.02%	Reduced
544	SAM Strategy Asset Managers Pasadena, California	$2.03M	+$186K	1	0.46%	Increased
545	PFT Providence First Trust Scottsdale, Arizona	$2.02M	$0	1	1.57%	Maintained
546	TEE Tibra Equities Europe London, United Kingdom	$2.02M	+$1.97M	2	0.2%	New
547	CAM Claret Asset Management Montreal, Quebec, Canada	$2.01M	+$6.05K	1	0.4%	Increased
548	CCM Cadence Capital Management Boston, Massachusetts	$2.01M	-$173K	2	0.18%	Reduced
549	NC Northpointe Capital Bloomfield Hills, Michigan	$2M	+$1.89M	1	0.63%	New
550	North Star Asset Management Neenah, Wisconsin	$1.99M	$0	1	0.16%	Maintained