← 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
251	LNB Ledyard National Bank	$8.64M	+$220K	2	1.51%	Increased
252	CCMH Cornerstone Capital Management Holdings New York	$8.57M	-$265K	1	0.08%	Reduced
253	Employees Retirement System of Texas Austin, Texas	$8.46M	$0	2	0.11%	Maintained
254	AC AFAM Capital Austin, Texas	$8.45M	+$104K	1	1.12%	Increased
255	ORIO Old Republic International (ORI) Chicago, Illinois	$8.23M	$0	1	0.47%	Maintained
256	Fifth Third Bancorp Cincinnati, Ohio	$8.19M	+$1.94M	4	0.07%	Increased
257	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.06M	-$487K	1	0.16%	Reduced
258	KCM Kensico Capital Management Greenwich, Connecticut	$7.93M	+$8.34M	1	0.16%	New
259	Edmond de Rothschild Holding Chambesy, Switzerland	$7.78M	+$8.13M	2	0.17%	New
260	BCMNY Buckingham Capital Management (New York) New York	$7.73M	-$20.4K	1	0.64%	Reduced
261	GAMCO Investors Greenwich, Connecticut	$7.71M	-$115K	3	0.04%	Reduced
262	IRF IBM Retirement Fund Armonk, New York	$7.7M	-$233K	1	0.15%	Reduced
263	SIC Schwartz Investment Counsel Plymouth, Michigan	$7.69M	+$6.44M	1	0.52%	Increased
264	Wilmington Savings Fund Society Wilmington, Delaware	$7.67M	-$5.7K	1	0.45%	Reduced
265	Brown Advisory Baltimore, Maryland	$7.45M	-$79.5K	3	0.02%	Reduced
266	DSI Daiwa SB Investments Tokyo, Japan	$7.44M	$0	1	1.45%	Maintained
267	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.41M	+$933K	1	0.71%	Increased
268	HFS Haverford Financial Services Radnor, Pennsylvania	$7.38M	-$309K	1	3.12%	Reduced
269	PCM Palouse Capital Management Spokane, Washington	$7.29M	+$918K	1	2.56%	Increased
270	Aberdeen Asset Management Aberdeen, United Kingdom	$7.23M	-$268K	1	0.02%	Reduced
271	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.21M	+$334K	2	1.05%	Increased
272	Foresters Investment Management New York	$7.16M	+$544K	2	0.14%	Increased
273	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.15M	-$25.9K	2	1.15%	Reduced
274	ExxonMobil Investment Management Irving, Texas	$7M	-$737K	1	0.17%	Reduced
275	Regions Financial Corp Birmingham, Alabama	$6.96M	-$2.51M	2	0.09%	Reduced