← 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	Bridges Investment Management Omaha, Nebraska	$4.88M	+$34.4K	1	0.81%	Increased
302	South Dakota Investment Council Sioux Falls, South Dakota	$4.86M	$0	1	0.1%	Maintained
303	DA Denali Advisors San Diego, California	$4.84M	+$1.12M	1	0.74%	Increased
304	SEI Investments Oaks, Pennsylvania	$4.71M	+$1.42M	3	0.02%	Increased
305	Conning Inc Hartford, Connecticut	$4.62M	-$2.65M	1	0.18%	Reduced
306	CCM Cadence Capital Management Boston, Massachusetts	$4.58M	-$76.9K	1	0.33%	Reduced
307	Virtu KCG Holdings New York	$4.57M	+$851K	2	0.11%	Increased
308	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.56M	-$212K	2	0.57%	Reduced
309	EWM Edge Wealth Management New York	$4.53M	-$1.68K	2	1.93%	Reduced
310	Commonwealth Equity Services Waltham, Massachusetts	$4.49M	+$59K	3	0.04%	Increased
311	NCM Nelson Capital Management Menlo Park, California	$4.49M	+$85.4K	1	1.59%	Increased
312	CIBC Private Wealth Group Atlanta, Georgia	$4.48M	-$32.3K	2	0.03%	Reduced
313	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.48M	+$4.41M	1	0.38%	New
314	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.45M	+$3.16M	1	0.05%	Increased
315	Xact Kapitalforvaltning Stockholm, Sweden	$4.45M	+$4.38M	1	0.16%	New
316	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.36M	+$1.31K	3	0.12%	Increased
317	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.34M	-$44.9K	1	3.9%	Reduced
318	AMG National Trust Bank Greenwood Village, Colorado	$4.33M	+$262K	2	0.37%	Increased
319	Brookstone Capital Management Wheaton, Illinois	$4.22M	+$474K	1	0.47%	Increased
320	FTB First Trust Bank Nassau, Bahamas	$4.21M	$0	1	6.8%	Maintained
321	CF CNA Financial Chicago, Illinois	$4.12M	$0	1	0.95%	Maintained
322	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$4.1M	+$58.6K	1	1.4%	Increased
323	GIM Goelzer Investment Management Carmel, Indiana	$4.06M	-$48.3K	1	0.55%	Reduced
324	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.05M	+$265K	2	0.14%	Increased
325	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.04M	+$36.5K	1	0.68%	Increased