← 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
551	SSA South Street Advisors New York	$1.65M	+$53.3K	1	0.16%	Increased
552	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.64M	$0	1	0.03%	Maintained
553	KI Koch Industries Wichita, Kansas	$1.64M	+$1.22M	1	0.17%	Increased
554	Veritable Wilmington, Delaware	$1.64M	-$51.2K	2	0.04%	Reduced
555	HL HeadInvest LLC Portland, Maine	$1.63M	-$146K	2	0.52%	Reduced
556	SP SWS Partners Columbus, Ohio	$1.62M	+$23.6K	1	1.19%	Increased
557	SAM Selway Asset Management	$1.61M	-$231K	1	1%	Reduced
558	OAM Oxford Asset Management Oxford, United Kingdom	$1.6M	+$532K	1	0.03%	Increased
559	HIM Harbour Investment Management Edmonds, Washington	$1.58M	-$35.4K	1	1.18%	Reduced
560	TCOT Trust Company of Toledo Holland, Ohio	$1.58M	-$153K	1	0.42%	Reduced
561	Boston Trust Walden Boston, Massachusetts	$1.56M	-$257K	1	0.02%	Reduced
562	Meiji Yasuda Life Insurance Tokyo, Japan	$1.56M	-$611K	1	0.24%	Reduced
563	Mariner Independent Advisor Network Overland Park, Kansas	$1.56M	+$1.6M	1	0.1%	New
564	BCM Bayesian Capital Management Brooklyn, New York	$1.56M	+$1.2M	1	0.4%	Increased
565	ING Group Amsterdam, Netherlands	$1.56M	-$1.85M	1	0.03%	Reduced
566	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.54M	+$23.7K	4	0.09%	Increased
567	LSV Asset Management Chicago, Illinois	$1.53M	+$706K	1	0%	Increased
568	Verition Fund Management Greenwich, Connecticut	$1.53M	+$873K	1	0.11%	Increased
569	Clark Capital Management Group Philadelphia, Pennsylvania	$1.52M	+$160K	1	0.05%	Increased
570	Nuveen Charlotte, North Carolina	$1.49M	-$574	1	0.01%	Reduced
571	Old National Bancorp Evansville, Indiana	$1.47M	-$492K	2	0.08%	Reduced
572	TWM Torch Wealth Management Cincinnati, Ohio	$1.46M	+$1.5M	1	0.94%	New
573	SC Sawyer & Company Boston, Massachusetts	$1.45M	-$4.84K	1	0.98%	Reduced
574	MM Midas Management New York	$1.44M	$0	1	0.67%	Maintained
575	OIM Opus Investment Management Worcester, Massachusetts	$1.44M	$0	1	0.26%	Maintained