← 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
Advisors Asset Management
Advisors Asset Management
Colorado
$4.96M -$192K 3 0.08% Reduced
302
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.91M -$5.51M 1 0.04% Reduced
303
CCM
Cadence Capital Management
Massachusetts
$4.88M +$199K 1 0.34% Increased
304
KFP
Keystone Financial Planning
Ohio
$4.88M +$11.5K 1 3.19% Increased
305
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$4.85M -$45.4K 2 0.31% Reduced
306
HCMT
Highland Capital Management (Tennessee)
Tennessee
$4.85M +$266K 1 0.41% Increased
307
MCIM
Meadow Creek Investment Management
Georgia
$4.83M +$4.76M 3 0.13% New
308
SGAM
Steinberg Global Asset Management
Florida
$4.83M +$710K 2 0.81% Increased
309
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$4.71M +$158K 1 0.17% Increased
310
Conning Inc
Conning Inc
Connecticut
$4.67M -$47.8K 1 0.19% Reduced
311
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$4.61M -$348K 2 0.1% Reduced
312
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.58M +$144K 2 0.03% Increased
313
Squarepoint
Squarepoint
New York
$4.57M +$3.26M 1 0.19% Increased
314
AMG National Trust Bank
AMG National Trust Bank
Colorado
$4.55M +$152K 2 0.37% Increased
315
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.54M -$135K 1 0.05% Reduced
316
Williams Jones & Associates
Williams Jones & Associates
New York
$4.49M +$592K 1 0.13% Increased
317
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$4.47M +$2.88M 1 0.07% Increased
318
NCM
Nelson Capital Management
California
$4.46M -$113K 1 1.56% Reduced
319
MSA
Mason Street Advisors
Wisconsin
$4.46M +$36K 3 0.12% Increased
320
EFIC
Eliot Finkel Investment Counsel
California
$4.4M -$24.6K 1 3.73% Reduced
321
TCOV
Trust Company of Vermont
Vermont
$4.37M -$130K 2 0.5% Reduced
322
SEI Investments
SEI Investments
Pennsylvania
$4.36M -$283K 3 0.02% Reduced
323
CIC
Cornercap Investment Counsel
Georgia
$4.34M +$997K 1 0.75% Increased
324
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$4.32M +$551K 3 0.06% Increased
325
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$4.3M +$934K 1 0.57% Increased