← 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	Hudson Bay Capital Management Stamford, Connecticut	$7.55M	-$1M	1	0.07%	Reduced
327	AF Alerus Financial Grand Forks, North Dakota	$7.55M	+$444K	1	0.75%	Increased
328	PP Prospector Partners Guilford, Connecticut	$7.55M	+$49K	1	1.12%	Increased
329	Ethic Inc New York	$7.55M	+$1.34M	3	0.51%	Increased
330	Lincoln National Corp Radnor, Pennsylvania	$7.48M	+$33K	1	0.18%	Increased
331	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$7.46M	-$154K	1	5.52%	Reduced
332	AAM Azzad Asset Management Falls Church, Virginia	$7.45M	+$1.2M	2	0.75%	Increased
333	JIR James Investment Research Alpha, Ohio	$7.41M	-$545K	2	1.06%	Reduced
334	F.L. Putnam Investment Management Lynnfield, Massachusetts	$7.37M	+$73.6K	1	0.29%	Increased
335	DCP Distillate Capital Partners Chicago, Illinois	$7.3M	+$7.63M	1	0.98%	New
336	WTFG Wells Trecaso Financial Group Akron, Ohio	$7.3M	+$40.9K	1	4.01%	Increased
337	Twin Tree Management Dallas, Texas	$7.29M	-$9.6M	1	0.01%	Reduced
338	CCP Corient Capital Partners Newport Beach, California	$7.18M	$0	1	0.54%	Maintained
339	CCM Cinctive Capital Management New York	$7.16M	+$4.57M	2	0.3%	Increased
340	RNC Capital Management Los Angeles, California	$7.09M	-$106K	2	0.45%	Reduced
341	Connectus Wealth Cincinnati, Ohio	$7.05M	$0	1	0.15%	Maintained
342	FAB First American Bank Dundee, Illinois	$6.97M	-$143K	1	0.73%	Reduced
343	Daiwa Securities Group Tokyo, Japan	$6.95M	-$87K	1	0.06%	Reduced
344	FNT First Nebraska Trust Lincoln, Nebraska	$6.85M	+$26.3K	1	0.98%	Increased
345	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$6.83M	-$336K	1	0.38%	Reduced
346	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.75M	+$179K	1	0.91%	Increased
347	Banque Pictet & Cie Geneva 73, Switzerland	$6.71M	+$1.26M	1	0.07%	Increased
348	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$6.65M	+$70K	1	3.5%	Increased
349	AIP ARS Investment Partners New York	$6.62M	+$12.9K	1	0.91%	Increased
350	Vestmark Advisory Solutions Wakefield, Massachusetts	$6.6M	+$955K	2	0.37%	Increased