← 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
576	BSB Bangor Savings Bank Bangor, Maine	$2.03M	-$56.9K	2	0.27%	Reduced
577	B BP London, United Kingdom	$2.03M	-$2.01M	1	0.06%	Reduced
578	CT Coastline Trust Providence, Rhode Island	$2M	-$413K	2	0.27%	Reduced
579	MAM Marketfield Asset Management New York	$1.98M	-$54.8K	1	1.39%	Reduced
580	Squarepoint New York	$1.97M	+$350K	2	0.01%	Increased
581	DCP Distillate Capital Partners Chicago, Illinois	$1.95M	+$1.85M	1	0.93%	New
582	Old National Bancorp Evansville, Indiana	$1.95M	-$131K	2	0.08%	Reduced
583	SIC SFE Investment Counsel Los Angeles, California	$1.93M	-$36.6K	1	0.61%	Reduced
584	VFA Voya Financial Advisors Windsor, Connecticut	$1.93M	+$100K	2	0.08%	Increased
585	ALAM Asahi Life Asset Management Tokyo, Japan	$1.92M	+$1.8M	1	0.25%	New
586	SB Simmons Bank Pine Bluff, Arkansas	$1.91M	-$466K	2	0.15%	Reduced
587	IFG Advisory Atlanta, Georgia	$1.91M	+$720K	2	0.26%	Increased
588	SSA South Street Advisors New York	$1.91M	-$836K	1	0.4%	Reduced
589	Cresset Asset Management Chicago, Illinois	$1.91M	+$112K	3	0.03%	Increased
590	Zurich Insurance Group Zurich, Switzerland	$1.9M	+$237K	1	0.03%	Increased
591	SP Symmetry Partners Glastonbury, Connecticut	$1.9M	+$7.35K	1	0.15%	Increased
592	Maverick Capital Dallas, Texas	$1.9M	-$2.14M	1	0.03%	Reduced
593	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$1.89M	+$112K	1	0.54%	Increased
594	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.86M	-$6.78K	1	1.85%	Reduced
595	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.86M	-$26.2K	3	0.35%	Reduced
596	DC Diametric Capital Boston, Massachusetts	$1.85M	-$3.31M	1	1.48%	Reduced
597	Voloridge Investment Management Jupiter, Florida	$1.85M	-$3.11M	2	0.02%	Reduced
598	Becker Capital Management Portland, Oregon	$1.84M	+$1.1M	1	0.09%	Increased
599	Laurion Capital Management New York	$1.83M	+$1.72M	1	0.01%	New
600	Kestra Private Wealth Services Austin, Texas	$1.83M	+$548K	1	0.13%	Increased