← 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	CCM Cadence Capital Management Boston, Massachusetts	$5.36M	+$1.08M	1	0.38%	Increased
277	SPC Stewart & Patten Company Lafayette, California	$5.33M	+$193K	1	1.19%	Increased
278	DIA Davidson Investment Advisors Great Falls, Montana	$5.31M	+$1.25M	1	0.96%	Increased
279	Aberdeen Asset Management Aberdeen, United Kingdom	$5.29M	-$237K	1	0.02%	Reduced
280	PIA Piedmont Investment Advisors Durham, North Carolina	$5.24M	+$48.3K	1	0.12%	Increased
281	Brown Advisory Baltimore, Maryland	$5.17M	-$691K	3	0.02%	Reduced
282	FBP Flippin Bruce & Porter Lynchburg, Virginia	$5.16M	+$2.99M	1	1.83%	Increased
283	DCCA D.C. Capital Advisors New York	$5.13M	+$5.9M	1	3.26%	New
284	MC Moors & Cabot Boston, Massachusetts	$5.11M	+$308K	2	0.94%	Increased
285	TIM Thompson Investment Management Madison, Wisconsin	$5.09M	+$24.1K	1	1.1%	Increased
286	United Capital Financial Advisors Irving, Texas	$4.94M	+$626K	2	0.06%	Increased
287	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$4.88M	+$2.3M	3	0.43%	Increased
288	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.86M	+$4.44M	2	0.03%	Increased
289	Boston Partners Boston, Massachusetts	$4.82M	-$70.3K	1	0.01%	Reduced
290	Regions Financial Corp Birmingham, Alabama	$4.72M	-$690K	2	0.07%	Reduced
291	Fjarde Ap-fonden Stockholm, Sweden	$4.68M	-$391K	1	0.13%	Reduced
292	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.67M	+$367K	1	0.97%	Increased
293	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.67M	+$83.8K	2	1.05%	Increased
294	WAM World Asset Management Detroit, Michigan	$4.67M	+$234K	2	0.19%	Increased
295	AA Apriem Advisors Irvine, California	$4.61M	+$54.7K	2	1.71%	Increased
296	O'Shaughnessy Asset Management Stamford, Connecticut	$4.6M	+$2.93M	1	0.1%	Increased
297	CIBC Private Wealth Group Atlanta, Georgia	$4.57M	+$474K	2	0.04%	Increased
298	DAM Delta Asset Management Memphis, Tennessee	$4.52M	+$4.77M	1	0.89%	Increased
299	FPCM Financial Partners Capital Management New York	$4.49M	+$257K	1	1.13%	Increased
300	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$4.46M	-$240K	2	1.9%	Reduced