← 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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.56M	+$1.09M	2	0.06%	Increased
327	CM Capital Management Glen Allen, Virginia	$6.56M	+$2.85M	1	1.8%	Increased
328	JIR James Investment Research Alpha, Ohio	$6.53M	-$1.74M	1	0.43%	Reduced
329	BCP Blue Chip Partners Farmington Hills, Michigan	$6.51M	+$1.21M	1	1.54%	Increased
330	BCM Bourgeon Capital Management Darien, Connecticut	$6.47M	+$1.77M	1	3.8%	Increased
331	Zurich Insurance Group Zurich, Switzerland	$6.43M	-$5.81M	1	0.14%	Reduced
332	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.4M	+$935K	4	0.12%	Increased
333	WIM Wilen Investment Management Bonita Springs, Florida	$6.39M	-$72K	2	4.86%	Reduced
334	Advisor Group Phoenix, Arizona	$6.35M	+$232K	5	0.05%	Increased
335	Bragg Financial Advisors Charlotte, North Carolina	$6.31M	+$277K	2	0.82%	Increased
336	PCM Palouse Capital Management Spokane, Washington	$6.26M	-$131K	1	2.41%	Reduced
337	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.2M	+$325K	1	0.1%	Increased
338	BCM Beddow Capital Management Jackson, Wyoming	$6.19M	-$1.1M	2	3.4%	Reduced
339	OCM Olstein Capital Management Purchase, New York	$6.12M	$0	1	1.01%	Maintained
340	Oppenheimer & Co New York	$6.11M	-$88.9K	3	0.16%	Reduced
341	Crossmark Global Holdings Houston, Texas	$6.08M	+$17.6K	3	0.17%	Increased
342	MIS Morningstar Investment Services Chicago, Illinois	$6.07M	+$6.22M	1	0.1%	New
343	Congress Asset Management Boston, Massachusetts	$6M	-$1.86M	1	0.08%	Reduced
344	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.86M	-$40.3K	1	0.81%	Reduced
345	Mariner Overland Park, Kansas	$5.85M	+$2.99M	2	0.08%	Increased
346	Nippon Life Global Investors Americas New York	$5.84M	+$5.53M	1	0.47%	New
347	HR Howe & Rusling Rochester, New York	$5.76M	+$22.7K	2	1%	Increased
348	KTA Keeley-Teton Advisors Chicago, Illinois	$5.75M	+$1.31M	2	0.52%	Increased
349	Sterling Capital Management Charlotte, North Carolina	$5.75M	-$3.84M	2	0.06%	Reduced
350	CIBC World Markets New York	$5.72M	-$340K	1	0.05%	Reduced