← 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	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$6.57M	-$14K	1	1.67%	Reduced
327	Congress Asset Management Boston, Massachusetts	$6.41M	+$114K	1	0.08%	Increased
328	Bank of Nova Scotia Toronto, Ontario, Canada	$6.29M	+$5.28M	2	0.02%	Increased
329	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.26M	+$222K	1	0.23%	Increased
330	VI Versor Investments New York	$6.21M	-$1.13M	1	0.42%	Reduced
331	BCM Beddow Capital Management Jackson, Wyoming	$6.09M	-$166K	2	3.84%	Reduced
332	BRA Biechele Royce Advisors Fishers, Indiana	$6.01M	+$5.82M	1	3.97%	New
333	TCOV Trust Company of Vermont Brattleboro, Vermont	$6M	-$171K	3	0.48%	Reduced
334	WIM Wilen Investment Management Bonita Springs, Florida	$5.97M	-$144K	2	4.63%	Reduced
335	Oppenheimer & Co New York	$5.93M	-$194K	3	0.16%	Reduced
336	Brinker Capital Berwyn, Pennsylvania	$5.92M	+$2.21M	2	0.2%	Increased
337	RCM Riverhead Capital Management Wilmington, Delaware	$5.92M	-$3.05M	3	0.22%	Reduced
338	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$5.89M	+$687K	1	1.65%	Increased
339	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.89M	+$104K	1	1.45%	Increased
340	Busey Bank Urbana, Illinois	$5.88M	+$434K	2	0.42%	Increased
341	DCM Dupont Capital Management Wilmington, Delaware	$5.76M	+$2M	2	0.13%	Increased
342	NA Neuburgh Advisers Los Angeles, California	$5.71M	-$2.84M	2	0.18%	Reduced
343	GAMCO Investors Greenwich, Connecticut	$5.69M	$0	3	0.05%	Maintained
344	NCM Nelson Capital Management Menlo Park, California	$5.69M	+$10.6K	2	1.35%	Increased
345	Jefferies Group New York	$5.64M	+$4.06M	2	0.04%	Increased
346	Mercer Global Advisors Denver, Colorado	$5.61M	+$477K	1	0.13%	Increased
347	Crossmark Global Holdings Houston, Texas	$5.56M	-$528K	3	0.16%	Reduced
348	GIM Goelzer Investment Management Carmel, Indiana	$5.54M	-$729	1	0.51%	Reduced
349	Colony Group Boston, Massachusetts	$5.5M	+$165K	1	0.18%	Increased
350	Employees Retirement System of Texas Austin, Texas	$5.47M	-$1.42M	1	0.09%	Reduced