← 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	Första AP-fonden Stockholm, Sweden	$5.71M	+$840K	1	0.15%	Increased
302	Advisors Asset Management Monument, Colorado	$5.71M	+$258K	3	0.11%	Increased
303	Fort Washington Investment Advisors Cincinnati, Ohio	$5.7M	-$58.9K	1	0.06%	Reduced
304	WhitTier Trust Company Reno, Nevada	$5.7M	+$521K	2	0.36%	Increased
305	DA Denali Advisors San Diego, California	$5.65M	-$1.4M	1	1.09%	Reduced
306	Colony Group Boston, Massachusetts	$5.6M	-$394K	1	0.16%	Reduced
307	CIBC World Market Toronto, Ontario, Canada	$5.56M	-$314K	2	0.03%	Reduced
308	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$5.54M	+$170K	1	0.81%	Increased
309	First Manhattan New York	$5.54M	-$280K	4	0.03%	Reduced
310	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$5.47M	-$18.5K	1	1.76%	Reduced
311	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.46M	-$107K	1	5.41%	Reduced
312	BCM Beddow Capital Management Jackson, Wyoming	$5.45M	-$615K	2	4.77%	Reduced
313	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.43M	-$653K	3	0.54%	Reduced
314	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.42M	+$484K	5	0.02%	Increased
315	GAMCO Investors Greenwich, Connecticut	$5.4M	+$956K	2	0.06%	Increased
316	LNB Ledyard National Bank	$5.31M	+$150K	1	0.71%	Increased
317	Busey Bank Urbana, Illinois	$5.3M	-$1.87K	2	0.37%	Reduced
318	Bartlett & Co Wealth Management Cincinnati, Ohio	$5.28M	-$5.56M	2	0.14%	Reduced
319	Bartlett & Co Cincinnati, Ohio	$5.28M	-$5.56M	2	0.14%	Reduced
320	First National Trust Hermitage, Pennsylvania	$5.26M	-$315K	1	0.44%	Reduced
321	M MOTCO San Antonio, Texas	$5.26M	+$85.3K	2	0.45%	Increased
322	SRC Shufro Rose & Co New York	$5.24M	-$32.7K	1	0.52%	Reduced
323	Lincoln National Corp Radnor, Pennsylvania	$5.22M	-$58.4K	2	0.17%	Reduced
324	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$5.22M	-$132K	1	0.04%	Reduced
325	Swiss Life Asset Management Zurich,	$5.17M	-$4.67M	1	0.08%	Reduced