← 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
Calamos Advisors
Calamos Advisors
Illinois
$6.47M -$544K 1 0.04% Reduced
302
FFBTD
First Financial Bank - Trust Division
Ohio
$6.46M +$98 1 0.89% Increased
303
Advisors Asset Management
Advisors Asset Management
Colorado
$6.46M -$111K 2 0.12% Reduced
304
Erste Asset Management
Erste Asset Management
Austria
$6.41M +$559K 1 0.22% Increased
305
Cowen and Company
Cowen and Company
New York
$6.36M +$6.38M 1 1.04% New
306
EFIC
Eliot Finkel Investment Counsel
California
$6.35M -$26.4K 1 5.65% Reduced
307
TCOV
Trust Company of Vermont
Vermont
$6.29M -$10.7K 3 0.58% Reduced
308
TD Private Client Wealth
TD Private Client Wealth
New York
$6.15M +$227K 2 0.34% Increased
309
M
MOTCO
Texas
$6.14M +$5.18K 2 0.49% Increased
310
RNC Capital Management
RNC Capital Management
California
$6.11M +$550K 1 0.43% Increased
311
LNB
Ledyard National Bank
$6.07M -$124K 1 0.77% Reduced
312
PP
Prospector Partners
Connecticut
$6.03M +$24.4K 1 0.91% Increased
313
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$6M +$227K 3 0.39% Increased
314
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$5.98M -$91.7K 2 0.18% Reduced
315
Swiss Life Asset Management
Swiss Life Asset Management
$5.94M -$71.6K 1 0.09% Reduced
316
DA
Denali Advisors
California
$5.88M -$684K 1 1.17% Reduced
317
Advisors Capital Management
Advisors Capital Management
New Jersey
$5.87M -$89.5K 1 0.27% Reduced
318
RP
Rice Partnership
Hawaii
$5.87M +$479K 1 2.55% Increased
319
WTFG
Wells Trecaso Financial Group
Ohio
$5.87M -$84.5K 1 3.75% Reduced
320
Raymond James Trust
Raymond James Trust
Florida
$5.8M +$951K 2 0.25% Increased
321
GAMCO Investors
GAMCO Investors
Connecticut
$5.76M +$129K 2 0.06% Increased
322
First National Trust
First National Trust
Pennsylvania
$5.76M -$357K 1 0.45% Reduced
323
FNT
First Nebraska Trust
Nebraska
$5.76M -$24.2K 1 0.99% Reduced
324
GHA
GW Henssler & Associates
Georgia
$5.71M +$57.2K 1 0.48% Increased
325
BFG
Beacon Financial Group
Texas
$5.68M -$308K 1 1.02% Reduced