← 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
301	BWP Baldwin Wealth Partners Marion, Massachusetts	$7.68M	-$693K	1	1.23%	Reduced
302	OCM Olstein Capital Management Purchase, New York	$7.68M	-$1.74M	2	1.1%	Reduced
303	QIM Quest Investment Management Lake Oswego, Oregon	$7.65M	-$2.05M	1	0.66%	Reduced
304	Capital Advisors Inc Tulsa, Oklahoma	$7.65M	-$380K	1	1.68%	Reduced
305	RCM Riverhead Capital Management Wilmington, Delaware	$7.65M	+$5.55M	1	0.2%	Increased
306	LHC Lodge Hill Capital New York	$7.61M	+$7.11M	1	2.68%	New
307	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$7.51M	-$9.68K	1	0.67%	Reduced
308	Raymond James & Associates St Petersburg, Florida	$7.45M	+$1.79M	2	0.06%	Increased
309	PP Palladium Partners Norfolk, Virginia	$7.35M	-$6.24M	1	0.7%	Reduced
310	Clark Capital Management Group Philadelphia, Pennsylvania	$7.31M	-$91.4K	1	0.61%	Reduced
311	Tudor Investment Corp Stamford, Connecticut	$7.31M	-$2.76M	3	0.36%	Reduced
312	Whittier Trust South Pasadena, California	$7.21M	-$580K	2	0.37%	Reduced
313	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.12M	-$1.36M	1	0.06%	Reduced
314	NCM Northroad Capital Management New York	$7.07M	+$58.6K	1	2.53%	Increased
315	OI Oakbrook Investments Lisle, Illinois	$7.06M	+$6.6M	1	0.2%	New
316	LPL Financial San Diego, California	$7.05M	+$501K	2	0.04%	Increased
317	Scout Investments Kansas City, Missouri	$6.95M	-$133M	1	0.08%	Reduced
318	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.93M	-$406K	1	1.15%	Reduced
319	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.89M	-$442K	1	0.11%	Reduced
320	AIA Alerus Investment Advisors Wayzata, Minnesota	$6.89M	-$987K	2	1.52%	Reduced
321	BIC Bridges Investment Counsel Omaha, Nebraska	$6.75M	+$157K	1	1.55%	Increased
322	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.75M	-$259K	2	3.15%	Reduced
323	VCAM Van Cleef Asset Management Beachwood, Ohio	$6.7M	+$161K	2	2.95%	Increased
324	PRC Platte River Capital Denver, Colorado	$6.69M	-$882K	1	0.86%	Reduced
325	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.62M	-$1.55M	1	0.19%	Reduced