← 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	PP Prospector Partners Guilford, Connecticut	$8.43M	-$125K	1	1.04%	Reduced
327	Freestone Capital Holdings Seattle, Washington	$8.38M	+$1.76M	2	0.34%	Increased
328	SCM Sandler Capital Management New York	$8.35M	+$8.61M	1	0.74%	New
329	FAB First American Bank Dundee, Illinois	$8.34M	+$221K	1	0.71%	Increased
330	WTFG Wells Trecaso Financial Group Akron, Ohio	$8.31M	+$615K	1	3.7%	Increased
331	Nippon Life Global Investors Americas New York	$8.23M	-$694K	1	0.44%	Reduced
332	Daiwa Securities Group Tokyo, Japan	$8.2M	-$1.4M	1	0.05%	Reduced
333	RP Rice Partnership Honolulu, Hawaii	$8.07M	-$1.58M	1	2.33%	Reduced
334	BPIM Brant Point Investment Management New York	$7.97M	$0	1	0.91%	Maintained
335	First Manhattan New York	$7.94M	+$2.68M	4	0.03%	Increased
336	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$7.89M	+$300K	2	0.34%	Increased
337	Jupiter Asset Management London, United Kingdom	$7.81M	+$2.33M	2	0.09%	Increased
338	MP McDonald Partners Cleveland, Ohio	$7.76M	+$7.44M	2	1.69%	Increased
339	Conning Inc Hartford, Connecticut	$7.73M	-$20.2K	1	0.21%	Reduced
340	HA Heartland Advisors Milwaukee, Wisconsin	$7.67M	-$5.36M	1	0.48%	Reduced
341	SAM Scopus Asset Management New York	$7.59M	-$25.7M	1	0.19%	Reduced
342	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.56M	-$132K	1	0.74%	Reduced
343	RCW Rheos Capital Works Tokyo, Japan	$7.56M	+$7.8M	1	0.36%	New
344	Wilmington Savings Fund Society Wilmington, Delaware	$7.54M	-$241K	1	0.29%	Reduced
345	Ceredex Value Advisors Orlando, Florida	$7.5M	-$28.5M	1	0.09%	Reduced
346	CTA Colonial Trust Advisors Spartanburg, South Carolina	$7.48M	-$41.5K	1	0.89%	Reduced
347	SAM Socorro Asset Management Dallas, Texas	$7.46M	+$132K	1	2.07%	Increased
348	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$7.45M	+$458K	1	3.29%	Increased
349	Smith Salley Wealth Management Greensboro, North Carolina	$7.39M	+$135K	2	0.56%	Increased
350	Atlantic Union Bankshares Glen Allen, Virginia	$7.37M	+$113K	1	0.65%	Increased