← 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 Asset Management Toronto, Ontario, Canada	$11.9M	+$103K	2	0.05%	Increased
327	ING Group Amsterdam, Netherlands	$11.9M	+$520K	1	0.09%	Increased
328	Oppenheimer Asset Management New York	$11.8M	-$571K	2	0.17%	Reduced
329	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$11.8M	-$119K	1	1.23%	Reduced
330	GAMCO Investors Greenwich, Connecticut	$11.6M	-$2.4M	1	0.12%	Reduced
331	EI EAM Investors Solana Beach, California	$11.5M	+$3.37M	5	2.14%	Increased
332	SPC Stewart & Patten Company Lafayette, California	$11.4M	+$663K	1	1.86%	Increased
333	Cetera Advisors Denver, Colorado	$11.2M	-$336K	2	0.18%	Reduced
334	FAB First American Bank Dundee, Illinois	$11.2M	+$99.7K	1	0.97%	Increased
335	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.2M	-$105K	1	2.28%	Reduced
336	WIC Willis Investment Counsel Gainesville, Georgia	$11.1M	-$246K	1	0.72%	Reduced
337	Xponance Philadelphia, Pennsylvania	$11.1M	-$6.55K	2	0.15%	Reduced
338	TCOV Trust Company of Vermont Brattleboro, Vermont	$11.1M	-$350K	3	0.72%	Reduced
339	GC Globeflex Capital San Diego, California	$11M	+$3.9M	2	1.23%	Increased
340	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$11M	-$110K	1	6.96%	Reduced
341	WTFG Wells Trecaso Financial Group Akron, Ohio	$10.9M	-$41.2K	1	4.7%	Reduced
342	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$10.9M	-$2.33M	3	0.01%	Reduced
343	First National Bank of Omaha Omaha, Nebraska	$10.9M	-$419K	1	0.63%	Reduced
344	Marshall Wace London, United Kingdom	$10.9M	+$7.77M	5	0.02%	Increased
345	Woodline Partners San Francisco, California	$10.7M	+$6.6M	1	0.13%	Increased
346	Huntington National Bank Columbus, Ohio	$10.7M	+$485K	4	0.1%	Increased
347	AF Alerus Financial Grand Forks, North Dakota	$10.6M	-$246K	1	0.9%	Reduced
348	Connectus Wealth Cincinnati, Ohio	$10.6M	+$4.22K	1	0.24%	Increased
349	LNB Ledyard National Bank	$10.4M	-$254K	1	1.14%	Reduced
350	Grimes & Company Westborough, Massachusetts	$10.4M	+$12K	1	0.37%	Increased