← 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
626	HIC Hartline Investment Corp Winnetka, Illinois	$29M	+$1.72M	2	2.52%	Increased
627	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$28.9M	-$2.1M	2	1.06%	Reduced
628	GCM Glynn Capital Management Menlo Park, California	$28.9M	+$8.51M	2	7.95%	Increased
629	Laird Norton Wetherby Trust Company Seattle, Washington	$28.8M	+$286K	3	0.55%	Increased
630	MC Moors & Cabot Boston, Massachusetts	$28.7M	+$672K	3	1.12%	Increased
631	NRS Neville Rodie & Shaw New York	$28.7M	-$1.13M	2	1.86%	Reduced
632	PineBridge Investments New York	$28.7M	+$980K	1	0.24%	Increased
633	BFIM Beese Fulmer Investment Management Canton, Ohio	$28.7M	+$855K	3	1.66%	Increased
634	Wilmington Savings Fund Society Wilmington, Delaware	$28.6M	-$875K	4	0.64%	Reduced
635	PAG Private Advisory Group Redmond, Washington	$28.6M	+$11.8M	2	1.54%	Increased
636	JWCA J.W. Cole Advisors Tampa, Florida	$28.6M	+$225K	5	0.49%	Increased
637	Maryland State Retirement & Pension System Baltimore, Maryland	$28.5M	+$2.08M	5	0.49%	Increased
638	NA Navellier & Associates Reno, Nevada	$28.5M	+$7.77M	4	2.26%	Increased
639	NOCM Night Owl Capital Management Greenwich, Connecticut	$28.4M	-$41.1M	1	2.98%	Reduced
640	Dai-ichi Life Insurance Company Tokyo, Japan	$28.3M	-$8.1M	2	0.66%	Reduced
641	Andra AP-fonden Goteborg, Sweden	$28M	-$9.54M	2	0.32%	Reduced
642	LCM LVM Capital Management Portage, Michigan	$27.9M	-$585K	2	2.34%	Reduced
643	Independent Advisor Alliance Charlotte, North Carolina	$27.9M	+$2.42M	4	0.65%	Increased
644	Norinchukin Bank Tokyo, Japan	$27.9M	+$1.34M	2	0.27%	Increased
645	Global Retirement Partners San Rafael, California	$27.8M	+$24.8M	8	0.43%	New
646	Illinois Municipal Retirement Fund Oak Brook, Illinois	$27.8M	+$2.44M	4	0.31%	Increased
647	HCM Hodges Capital Management Dallas, Texas	$27.6M	-$7.04M	1	1.83%	Reduced
648	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$27.4M	+$2.12M	3	0.98%	Increased
649	Ceredex Value Advisors Orlando, Florida	$27.3M	-$16.2M	1	0.77%	Reduced
650	CC Cadinha & Co Honolulu, Hawaii	$27.3M	+$15.2M	1	4.04%	Increased