← 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	CIBC World Markets New York	$7.36M	+$1.4M	1	0.06%	Increased
327	BCP Blue Chip Partners Farmington Hills, Michigan	$7.24M	+$492K	1	1.62%	Increased
328	Truist Financial Charlotte, North Carolina	$7.15M	+$2.83M	2	0.12%	Increased
329	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.14M	+$1.13M	2	0.94%	Increased
330	CM Capital Management Glen Allen, Virginia	$7.14M	+$170K	1	1.97%	Increased
331	GIA Granite Investment Advisors Concord, New Hampshire	$7.14M	-$34.6K	1	1.34%	Reduced
332	UR USCA RIA Houston, Texas	$7.05M	+$86.9K	1	0.72%	Increased
333	ECG Edge Capital Group Atlanta, Georgia	$6.99M	-$75.9K	1	0.67%	Reduced
334	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.85M	+$343K	4	0.12%	Increased
335	Stephens Inc Little Rock, Arkansas	$6.74M	-$463K	1	0.15%	Reduced
336	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$6.7M	-$345K	1	1.73%	Reduced
337	SAM Sandbar Asset Management London, United Kingdom	$6.61M	-$1.43M	2	3.22%	Reduced
338	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.55M	+$1.1M	3	0.11%	Increased
339	DA Duality Advisers Miami, Florida	$6.54M	+$6.35M	1	0.57%	New
340	Bragg Financial Advisors Charlotte, North Carolina	$6.47M	-$53.7K	1	0.8%	Reduced
341	Pendal Group Sydney, Australia	$6.46M	+$4.54M	1	0.09%	Increased
342	MIS Morningstar Investment Services Chicago, Illinois	$6.44M	$0	1	0.11%	Maintained
343	BCM Beddow Capital Management Jackson, Wyoming	$6.36M	-$305K	2	3.66%	Reduced
344	OCM Olstein Capital Management Purchase, New York	$6.33M	$0	1	1.03%	Maintained
345	Congress Asset Management Boston, Massachusetts	$6.3M	+$92.3K	1	0.08%	Increased
346	Oppenheimer & Co New York	$6.29M	+$30K	3	0.17%	Increased
347	CGM Centenus Global Management New York	$6.25M	+$6.07M	1	0.82%	New
348	Crossmark Global Holdings Houston, Texas	$6.21M	-$132K	3	0.17%	Reduced
349	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.2M	+$348K	3	0.52%	Increased
350	WIM Wilen Investment Management Bonita Springs, Florida	$6.14M	-$231K	2	4.76%	Reduced