← 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	Walleye Trading New York	$6.13M	+$4.79M	2	0.04%	Increased
302	Brookstone Capital Management Wheaton, Illinois	$6.09M	-$186K	1	0.58%	Reduced
303	DA Denali Advisors San Diego, California	$6.04M	-$206K	1	0.99%	Reduced
304	Douglas Lane & Associates New York	$6.02M	-$1.11M	1	0.14%	Reduced
305	AHL Partners London, United Kingdom	$5.97M	-$788K	1	0.13%	Reduced
306	Kornitzer Capital Management Shawnee Mission, Kansas	$5.87M	-$20.7K	1	0.1%	Reduced
307	D.E. Shaw & Co New York	$5.8M	-$14M	4	0.01%	Reduced
308	Fifth Third Bancorp Cincinnati, Ohio	$5.79M	+$396K	3	0.04%	Increased
309	MC Moors & Cabot Boston, Massachusetts	$5.77M	-$1.38M	2	0.96%	Reduced
310	Kennedy Capital Management St Louis, Missouri	$5.69M	+$425K	2	0.11%	Increased
311	MN Services Vermogensbeheer The Hague, Netherlands	$5.69M	+$4.65M	1	0.16%	Increased
312	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$5.68M	+$71.6K	1	0.46%	Increased
313	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.63M	-$577K	1	0.14%	Reduced
314	Hennessy Advisors Inc Novato, California	$5.6M	-$191K	1	0.17%	Reduced
315	MAM Meeder Asset Management Dublin, Ohio	$5.52M	+$4.75M	2	0.53%	Increased
316	ClearBridge Investments New York	$5.49M	+$2M	2	0.01%	Increased
317	HR Howe & Rusling Rochester, New York	$5.43M	-$3.97M	1	1.1%	Reduced
318	Advisors Asset Management Monument, Colorado	$5.41M	+$111K	3	0.09%	Increased
319	Congress Asset Management Boston, Massachusetts	$5.38M	+$259K	2	0.1%	Increased
320	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.38M	+$250K	1	0.9%	Increased
321	Bridges Investment Management Omaha, Nebraska	$5.35M	+$60.7K	1	0.72%	Increased
322	EP Elkfork Partners Portland, Oregon	$5.34M	-$311K	3	0.16%	Reduced
323	KIA KCM Investment Advisors Greenbrae, California	$5.33M	-$154K	2	0.33%	Reduced
324	SM Seminole Management New York	$5.32M	+$1.08M	1	1.3%	Increased
325	Synovus Financial Columbus, Georgia	$5.32M	+$392K	1	0.11%	Increased