← 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	PCM Peg Capital Management Canaan, New Hampshire	$6.84M	-$844K	1	3.09%	Reduced
277	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$6.77M	+$6.57M	1	1.38%	New
278	KCA KR Capital Advisors New York	$6.72M	-$344K	1	1.63%	Reduced
279	Bridges Investment Management Omaha, Nebraska	$6.68M	+$290K	1	1.18%	Increased
280	Wilmington Savings Fund Society Wilmington, Delaware	$6.6M	+$29.4K	1	0.37%	Increased
281	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.55M	-$309K	1	0.54%	Reduced
282	CC Colrain Capital Boston, Massachusetts	$6.52M	-$2.6M	1	0.5%	Reduced
283	D.A. Davidson & Co Great Falls, Montana	$6.51M	+$1.1M	2	0.21%	Increased
284	Panagora Asset Management Boston, Massachusetts	$6.51M	-$43.7K	4	0.03%	Reduced
285	KBC Group Brussels, Belgium	$6.49M	+$3.44M	3	0.08%	Increased
286	VCM Vigilant Capital Management Portland, Maine	$6.45M	+$64.6K	2	1.28%	Increased
287	OCG Opus Capital Group Cincinnati, Ohio	$6.45M	+$6.36M	1	0.94%	New
288	Two Sigma Investments New York	$6.42M	-$33.1M	4	0.04%	Reduced
289	BIA Barry Investment Advisors New Bedford, Massachusetts	$6.38M	+$6.52M	1	2.07%	New
290	Capital Advisors Inc Tulsa, Oklahoma	$6.35M	+$90K	1	1.18%	Increased
291	Glenmede Trust Philadelphia, Pennsylvania	$6.29M	-$1.99M	2	0.05%	Reduced
292	AA Apriem Advisors Irvine, California	$6.25M	+$307K	2	2.3%	Increased
293	WAM World Asset Management Detroit, Michigan	$6.25M	-$804K	2	0.21%	Reduced
294	Renaissance Technologies New York	$6.22M	-$4.55M	2	0.02%	Reduced
295	PCM Palouse Capital Management Spokane, Washington	$6.13M	+$113K	1	2.16%	Increased
296	SPC Stewart & Patten Company Lafayette, California	$6.12M	+$98.9K	1	1.19%	Increased
297	CCM Cadence Capital Management Boston, Massachusetts	$6.06M	+$249K	1	0.35%	Increased
298	PP Prospector Partners Guilford, Connecticut	$6.05M	+$5.87M	1	0.46%	New
299	Hancock Whitney Gulfport, Mississippi	$6.02M	+$5.84M	1	0.23%	New
300	BCAM Boston Common Asset Management Boston, Massachusetts	$5.98M	-$197K	1	0.33%	Reduced