← 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	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$9.53M	-$1.01M	1	1.03%	Reduced
327	Daiwa Securities Group Tokyo, Japan	$9.51M	+$1.3M	1	0.07%	Increased
328	AIC AWM Investment Company New York	$9.33M	+$2.94M	1	1.35%	Increased
329	United Capital Financial Advisors Irving, Texas	$9M	-$521K	2	0.05%	Reduced
330	TCOV Trust Company of Vermont Brattleboro, Vermont	$8.95M	-$131K	3	0.66%	Reduced
331	CIBC Asset Management Toronto, Ontario, Canada	$8.91M	-$2.21M	1	0.04%	Reduced
332	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$8.9M	-$1.75M	1	1.91%	Reduced
333	PP Prospector Partners Guilford, Connecticut	$8.89M	$0	1	1.22%	Maintained
334	UBS O'Connor Chicago, Illinois	$8.82M	-$6.02M	1	0.16%	Reduced
335	Sit Investment Associates Minneapolis, Minnesota	$8.8M	-$924K	1	0.25%	Reduced
336	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$8.72M	-$59K	1	5.53%	Reduced
337	FAB First American Bank Dundee, Illinois	$8.71M	+$493K	1	0.84%	Increased
338	LNB Ledyard National Bank	$8.71M	-$711K	1	1.02%	Reduced
339	Brinker Capital Investments Berwyn, Pennsylvania	$8.67M	-$827K	3	0.17%	Reduced
340	JIR James Investment Research Alpha, Ohio	$8.64M	-$109K	2	1.21%	Reduced
341	WTFG Wells Trecaso Financial Group Akron, Ohio	$8.59M	+$4.91K	1	4.29%	Increased
342	AF Alerus Financial Grand Forks, North Dakota	$8.52M	-$360K	1	0.78%	Reduced
343	Weiss Multi-Strategy Advisers New York	$8.44M	-$6.75M	2	0.24%	Reduced
344	Xponance Philadelphia, Pennsylvania	$8.43M	+$1.29M	2	0.14%	Increased
345	Los Angeles Capital Management Los Angeles, California	$8.33M	+$7.03M	2	0.04%	Increased
346	Connectus Wealth Cincinnati, Ohio	$8.25M	-$48.6K	1	0.19%	Reduced
347	RNC Capital Management Los Angeles, California	$8.2M	-$150K	2	0.46%	Reduced
348	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$8.01M	-$37.3K	1	0.91%	Reduced
349	Braun Stacey Associates New York	$8M	+$3.82M	1	0.46%	Increased
350	FNT First Nebraska Trust Lincoln, Nebraska	$7.97M	-$88.3K	1	1.04%	Reduced