← 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	DnB Asset Management Oslo, Norway	$12M	+$11.1M	1	0.06%	New
552	JMFC J.M. Forbes & Co Boston, Massachusetts	$12M	+$35.5K	1	1.23%	Increased
553	Exencial Wealth Advisors Oklahoma City, Oklahoma	$11.9M	-$147K	1	0.45%	Reduced
554	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$11.9M	+$1.82M	2	0.89%	Increased
555	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$11.8M	-$1.71M	1	3.01%	Reduced
556	Kovitz Investment Group Partners Chicago, Illinois	$11.8M	+$196K	1	0.1%	Increased
557	D.A. Davidson & Co Great Falls, Montana	$11.8M	+$1.74M	3	0.1%	Increased
558	HIP Harrell Investment Partners Austin, Texas	$11.7M	-$321K	1	3.41%	Reduced
559	Illinois Municipal Retirement Fund Oak Brook, Illinois	$11.7M	-$8.83M	4	0.18%	Reduced
560	ROC Running Oak Capital Edina, Minnesota	$11.7M	-$881K	1	1.81%	Reduced
561	FMI F/M Investments Washington, District of Columbia	$11.7M	+$12M	1	0.42%	New
562	LNB Ledyard National Bank	$11.6M	-$1.59M	1	1.13%	Reduced
563	FSCM Front Street Capital Management Missoula, Montana	$11.5M	+$10.4M	2	2.21%	Increased
564	iA Global Asset Management Quebec, Quebec, Canada	$11.5M	+$10.6M	1	0.22%	Increased
565	LSA L & S Advisors Los Angeles, California	$11.4M	+$1.91M	2	1.3%	Increased
566	CP CenterBook Partners Greenwich, Connecticut	$11.4M	+$9.34M	2	0.71%	Increased
567	ECM Estabrook Capital Management New York	$11.4M	+$663K	2	1.75%	Increased
568	PCMH Polymer Capital Management (HK) Hong Kong	$11.3M	+$4.37M	2	2.29%	Increased
569	New Mexico Educational Retirement Board Santa Fe, New Mexico	$11.3M	+$2.17M	3	0.39%	Increased
570	LCM LVM Capital Management Portage, Michigan	$11.2M	+$681K	2	1.28%	Increased
571	PD Point72 (DIFC) Dubai, United Arab Emirates	$11.2M	+$11.5M	2	0.4%	New
572	Sit Investment Associates Minneapolis, Minnesota	$11.1M	+$1.03M	1	0.26%	Increased
573	USS Investment Management London, United Kingdom	$11.1M	+$3.58M	2	0.09%	Increased
574	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.1M	+$2.73M	2	0.38%	Increased
575	First National Bank of Omaha Omaha, Nebraska	$11M	+$882K	1	0.73%	Increased