← 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
326	Azimuth Capital Management Bloomfield Hills, Michigan	$5.79M	+$123K	1	0.64%	Increased
327	Panagora Asset Management Boston, Massachusetts	$5.76M	+$679K	3	0.03%	Increased
328	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.74M	-$43.4K	2	1.37%	Reduced
329	William Blair & Company Chicago, Illinois	$5.72M	-$4.39M	2	0.01%	Reduced
330	WMC Westwood Management Corporation Chicago, Illinois	$5.64M	$0	1	0.94%	Maintained
331	Commerce Bank Kansas City, Missouri	$5.64M	+$102K	2	0.09%	Increased
332	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.6M	-$36.7K	1	1.14%	Reduced
333	CCM Cadence Capital Management Boston, Massachusetts	$5.55M	-$3.06M	1	0.27%	Reduced
334	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.53M	-$16.2M	5	0%	Reduced
335	Tocqueville Asset Management New York	$5.53M	+$72.1K	2	0.05%	Increased
336	TIM Thompson Investment Management Madison, Wisconsin	$5.51M	+$53.1K	1	1.07%	Increased
337	MC Moors & Cabot Boston, Massachusetts	$5.51M	+$461K	2	0.93%	Increased
338	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.47M	$0	1	0.2%	Maintained
339	Cullen Capital Management New York	$5.47M	-$1.26M	1	0.14%	Reduced
340	BP Banyan Partners Palm Beach Gardens, Florida	$5.42M	+$867K	1	0.46%	Increased
341	PP Palladium Partners Norfolk, Virginia	$5.39M	-$553K	1	0.48%	Reduced
342	LM Luminus Management Houston, Texas	$5.36M	-$496K	2	0.21%	Reduced
343	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$5.34M	+$328K	1	0.28%	Increased
344	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.31M	+$81.6K	1	0.13%	Increased
345	FPCM Financial Partners Capital Management New York	$5.27M	+$993K	1	1.61%	Increased
346	KIA KCM Investment Advisors Greenbrae, California	$5.25M	-$11.8K	2	0.49%	Reduced
347	D.A. Davidson & Co Great Falls, Montana	$5.23M	-$178K	2	0.18%	Reduced
348	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.23M	+$363K	1	2.79%	Increased
349	CAM Cypress Asset Management Houston, Texas	$5.15M	-$134K	1	0.89%	Reduced
350	FM Family Management New York	$5.14M	-$24.1K	1	2.5%	Reduced