← 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	MC Moors & Cabot Boston, Massachusetts	$7.4M	+$104K	3	0.9%	Increased
327	GAMCO Investors Greenwich, Connecticut	$7.36M	-$408K	3	0.05%	Reduced
328	Oppenheimer & Co New York	$7.32M	+$74.3K	3	0.19%	Increased
329	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.27M	-$18.3K	1	0.99%	Reduced
330	Ladenburg Thalmann Financial Services Miami, Florida	$7.09M	+$1.07M	5	0.06%	Increased
331	Meag Munich Ergo Munich, Germany	$7.03M	+$2.83M	1	0.42%	Increased
332	State of New Jersey Common Pension Fund D Trenton, New Jersey	$6.94M	$0	1	0.03%	Maintained
333	Stephens Inc Little Rock, Arkansas	$6.93M	+$333K	1	0.17%	Increased
334	Credit Agricole Montrouge Cedex, France	$6.79M	+$2.53M	2	0.32%	Increased
335	Advisors Asset Management Monument, Colorado	$6.73M	-$17.3K	4	0.11%	Reduced
336	Kennedy Capital Management St Louis, Missouri	$6.69M	+$2.7M	2	0.12%	Increased
337	OCM Olstein Capital Management Purchase, New York	$6.59M	$0	1	0.88%	Maintained
338	Busey Bank Urbana, Illinois	$6.54M	+$236K	2	0.61%	Increased
339	CIBC Private Wealth Group Atlanta, Georgia	$6.54M	-$288K	3	0.02%	Reduced
340	AC AWH Capital Dallas, Texas	$6.52M	-$1.63M	1	6.66%	Reduced
341	KC Kepos Capital New York	$6.5M	+$5.37M	1	0.33%	Increased
342	Capital Guardian Trust Los Angeles, California	$6.48M	-$65.6M	2	0.09%	Reduced
343	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.48M	-$32.7K	1	0.85%	Reduced
344	OAM Oxford Asset Management Oxford, United Kingdom	$6.42M	+$2.46M	3	0.13%	Increased
345	Advisor Group Phoenix, Arizona	$6.41M	+$1.24M	5	0.06%	Increased
346	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.4M	-$7.12K	1	0.1%	Reduced
347	AMG National Trust Bank Greenwood Village, Colorado	$6.37M	+$19.3K	2	0.38%	Increased
348	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.36M	+$21.9K	3	0.54%	Increased
349	HR Howe & Rusling Rochester, New York	$6.34M	-$8.68K	2	1.06%	Reduced
350	Wasatch Advisors Salt Lake City, Utah	$6.22M	-$1.57M	1	0.07%	Reduced