← 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	BDS Banco de Sabadell Miami, Florida	$4.76M	-$636K	3	4.13%	Reduced
527	Sandy Spring Bank Olney, Maryland	$4.76M	-$47.9K	3	0.26%	Reduced
528	LGT Group Foundation Vaduz, Liechtenstein	$4.73M	+$595K	1	0.12%	Increased
529	Colonial Trust Spartanburg, South Carolina	$4.71M	-$221K	2	1.16%	Reduced
530	MFG Monte Financial Group Guilford, Connecticut	$4.71M	-$1.73M	1	2.38%	Reduced
531	BPIM Brant Point Investment Management New York	$4.71M	-$47.2K	1	0.44%	Reduced
532	Dana Investment Advisors Waukesha, Wisconsin	$4.7M	+$354K	1	0.24%	Increased
533	CIBC World Markets New York	$4.7M	-$11.4M	1	0.05%	Reduced
534	Vestmark Advisory Solutions Wakefield, Massachusetts	$4.69M	-$2.36M	1	0.34%	Reduced
535	FA FDx Advisors Chicago, Illinois	$4.66M	-$2.38M	2	0.39%	Reduced
536	MIM Moseley Investment Management Bradenton, Florida	$4.66M	+$45.1K	1	2.78%	Increased
537	Meiji Yasuda Life Insurance Tokyo, Japan	$4.64M	+$220K	1	0.12%	Increased
538	Red Cedar Investment Management Grand Rapids, Michigan	$4.63M	+$579K	1	0.71%	Increased
539	Advisor Partners II Walnut Creek, California	$4.63M	+$298K	2	0.19%	Increased
540	Boothbay Fund Management New York	$4.63M	+$313K	2	0.11%	Increased
541	IEQ Capital Foster City, California	$4.63M	-$146K	1	0.09%	Reduced
542	Putnam Investments Boston, Massachusetts	$4.63M	-$9.17M	3	0.01%	Reduced
543	CSC Cove Street Capital El Segundo, California	$4.61M	-$50.5K	1	1.56%	Reduced
544	FRA Front Row Advisors Tiburon, California	$4.61M	+$98.1K	2	2.12%	Increased
545	Sycomore Asset Management Paris, France	$4.58M	-$465K	1	1.17%	Reduced
546	Engineers Gate Manager New York	$4.57M	+$3.64M	3	0.17%	Increased
547	RIM Reliant Investment Management Memphis, Tennessee	$4.57M	-$21.6K	1	2.66%	Reduced
548	Lake Street Advisors Group Portsmouth, New Hampshire	$4.55M	-$800K	1	0.27%	Reduced
549	Stonebridge Capital Advisors St Paul, Minnesota	$4.55M	-$280K	2	0.5%	Reduced
550	Banque Pictet & Cie Geneva 73, Switzerland	$4.54M	$0	1	0.05%	Maintained