← 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	NCM Nelson Capital Management Menlo Park, California	$5.28M	-$22.1K	1	1.79%	Reduced
327	Capital International Inc Los Angeles, California	$5.25M	-$1.99M	1	0.75%	Reduced
328	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.18M	+$13.5K	3	0.13%	Increased
329	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.18M	+$216K	2	0.53%	Increased
330	Carnegie Investment Counsel Pepper Pike, Ohio	$5.14M	+$142K	1	0.63%	Increased
331	SG Americas Securities New York	$5.12M	-$2.61M	2	0.05%	Reduced
332	Fort Washington Investment Advisors Cincinnati, Ohio	$5.11M	-$22.9K	1	0.08%	Reduced
333	AMG National Trust Bank Greenwood Village, Colorado	$5.11M	+$255K	2	0.37%	Increased
334	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.1M	-$1.14K	1	3.75%	Reduced
335	NIM NXG Investment Management Dallas, Texas	$5.1M	+$4.99M	1	0.17%	New
336	QS Investors New York	$5.05M	+$484K	3	0.04%	Increased
337	CCM Cadence Capital Management Boston, Massachusetts	$5.05M	+$247K	1	0.35%	Increased
338	Choate Investment Advisors Boston, Massachusetts	$5.05M	$0	2	0.29%	Maintained
339	GIM Goelzer Investment Management Carmel, Indiana	$5.03M	-$8K	1	0.62%	Reduced
340	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.02M	+$1.21M	1	0.65%	Increased
341	BNP Paribas Asset Management Paris, France	$5.01M	-$13.2M	1	0.04%	Reduced
342	Schonfeld Strategic Advisors New York	$5M	+$4.9M	1	0.52%	New
343	Williams Jones & Associates New York	$4.92M	-$63.3K	1	0.12%	Reduced
344	CIBC World Markets New York	$4.92M	+$1.24M	1	0.05%	Increased
345	GHCM Glen Harbor Capital Management San Diego, California	$4.89M	-$222K	3	0.12%	Reduced
346	TIM Thompson Investment Management Madison, Wisconsin	$4.82M	-$186K	1	0.9%	Reduced
347	Intact Investment Management Montreal, Quebec, Canada	$4.81M	-$1.35M	1	0.21%	Reduced
348	MPA Marvin & Palmer Associates Wilmington, Delaware	$4.72M	+$980K	1	3.58%	Increased
349	Stephens Inc Little Rock, Arkansas	$4.69M	+$139K	1	0.16%	Increased
350	FTB First Trust Bank Nassau, Bahamas	$4.66M	$0	1	18.68%	Maintained