← 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	ClearBridge Investments New York	$5.61M	+$192K	2	0.01%	Increased
302	LSA L & S Advisors Los Angeles, California	$5.59M	+$5.49M	1	0.94%	New
303	Synovus Financial Columbus, Georgia	$5.56M	+$304K	1	0.11%	Increased
304	Hennessy Advisors Inc Novato, California	$5.53M	$0	1	0.17%	Maintained
305	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.47M	+$166K	1	0.77%	Increased
306	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.46M	+$333K	2	0.54%	Increased
307	HR Howe & Rusling Rochester, New York	$5.39M	+$28.1K	1	1%	Increased
308	Advisors Asset Management Monument, Colorado	$5.34M	-$96.1K	3	0.09%	Reduced
309	GL GLG LLC New York	$5.28M	+$3.47M	1	0.34%	Increased
310	VDBMI Van Den Berg Management I Austin, Texas	$5.24M	+$2.61M	1	0.59%	Increased
311	NCM Nelson Capital Management Menlo Park, California	$5.22M	+$15.1K	1	1.72%	Increased
312	AMG National Trust Bank Greenwood Village, Colorado	$5.19M	+$186K	2	0.36%	Increased
313	SW SVB Wealth Boston, Massachusetts	$5.18M	+$616K	1	0.2%	Increased
314	KIA KCM Investment Advisors Greenbrae, California	$5.18M	-$102K	2	0.32%	Reduced
315	Fifth Third Bancorp Cincinnati, Ohio	$5.15M	-$552K	3	0.04%	Reduced
316	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.15M	-$13.7K	3	0.12%	Reduced
317	Carnegie Investment Counsel Pepper Pike, Ohio	$5.14M	-$278K	1	0.6%	Reduced
318	State of Alaska Department of Revenue Juneau, Alaska	$5.09M	+$1.56M	3	0.26%	Increased
319	GIM Goelzer Investment Management Carmel, Indiana	$5.06M	+$93.9K	1	0.6%	Increased
320	Douglas Lane & Associates New York	$5.03M	-$897K	1	0.12%	Reduced
321	Fort Washington Investment Advisors Cincinnati, Ohio	$5.03M	-$18.1K	1	0.08%	Reduced
322	TIM Thompson Investment Management Madison, Wisconsin	$4.99M	+$197K	1	0.93%	Increased
323	CIBC World Markets New York	$4.98M	+$120K	1	0.05%	Increased
324	Daiwa Securities Group Tokyo, Japan	$4.97M	-$11.7M	1	0.03%	Reduced
325	Oppenheimer & Co New York	$4.97M	+$1.56M	2	0.13%	Increased