← 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
276	WAM World Asset Management Detroit, Michigan	$6.92M	+$122K	2	0.21%	Increased
277	HFS Haverford Financial Services Radnor, Pennsylvania	$6.89M	+$83.3K	1	3.09%	Increased
278	ACM Aviance Capital Management Sarasota, Florida	$6.85M	-$2.12M	1	0.28%	Reduced
279	Spot Trading Chicago, Illinois	$6.81M	+$7.15M	3	0.03%	Increased
280	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.72M	+$1.25M	2	1.07%	Increased
281	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.64M	+$693K	2	1%	Increased
282	KCA KR Capital Advisors New York	$6.59M	-$260K	1	1.58%	Reduced
283	BCAM Boston Common Asset Management Boston, Massachusetts	$6.54M	-$1.9M	1	0.36%	Reduced
284	Oppenheimer & Co New York	$6.42M	-$2.33M	2	0.19%	Reduced
285	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.41M	-$220K	1	0.54%	Reduced
286	AC Ascend Capital Orinda, California	$6.39M	+$7.15M	1	0.19%	New
287	SPC Stewart & Patten Company Lafayette, California	$6.38M	-$15.3K	1	1.29%	Reduced
288	NCM Novare Capital Management Charlotte, North Carolina	$6.35M	+$623K	1	1.55%	Increased
289	Panagora Asset Management Boston, Massachusetts	$6.32M	+$968K	4	0.03%	Increased
290	Wilmington Savings Fund Society Wilmington, Delaware	$6.31M	-$165K	1	0.36%	Reduced
291	TF Trutina Financial Bellevue, Washington	$6.3M	+$6.01M	1	4.72%	Increased
292	TAM THB Asset Management Norwalk, Connecticut	$6.25M	+$5.21M	1	0.43%	Increased
293	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.22M	-$61.5K	3	0.04%	Reduced
294	Scout Investments Kansas City, Missouri	$6.13M	+$96.5K	1	0.08%	Increased
295	Welch & Forbes Boston, Massachusetts	$6.12M	-$241K	1	0.19%	Reduced
296	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$6.04M	+$6.76M	1	0.37%	New
297	MC Martin Currie Edinburgh, United Kingdom	$6M	-$49.6K	1	0.52%	Reduced
298	NCM Northroad Capital Management New York	$5.96M	-$43.8K	1	2.3%	Reduced
299	VCM Vigilant Capital Management Portland, Maine	$5.95M	+$398K	2	1.29%	Increased
300	Bridges Investment Management Omaha, Nebraska	$5.95M	+$113K	1	1.12%	Increased