In the electronics industry, there is a robust underground in counterfeit parts. Most of the large electronics parts houses are now starting to test parts to make sure they are legitimate. Last fall I was working on an integrated circuit tester.
For thieves it would be worth it to steal real and expensive parts and then sell them back into the supply chain through the same channels where counterfeit parts are getting in.
With expensive parts like these circuit breakers, the market could be narrowed quite a bit by putting serial numbers on the breakers that would be difficult to tamper with. Say etch part or all of the number into the part. Any installation needs to be signed off by an electrical inspector before it can go live. One of their steps could be to punch in the serial number of the breakers and make sure they aren't stolen and the numbers are valid.
It would require the entire supply chain to buy in and would require inspectors to take an extra step. It also wouldn't help for older breakers already installed, but owners like Tesla could etch their own information into the location where the serial numbers go on new breakers. It would send up flags with inspectors if the serial number area has been tampered with to erase any ID information.
This would be if these are being stolen with the intent to resell. At this point, I think too many breakers have been stolen for it to be somebody's electricity stealing project or something. If it is deliberate vandalism by someone trying to hurt Tesla, they are taking one of the most expensive, portable parts in supercharger installations and they obviously know what they are doing. That tells me it isn't someone just trying to manipulate the stock price, it's a deep pockets and sophisticated player hiring well trained thieves to do their bidding.
I lean towards the small timers stealing breakers to resell on the black market theory. It makes the most sense. For a deep pockets player to resort to this kind of vandalism isn't unknown, but they have other tools available that aren't as risky.