← 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
351	HA Heartland Advisors Milwaukee, Wisconsin	$4.67M	-$3.16M	1	0.09%	Reduced
352	Kornitzer Capital Management Shawnee Mission, Kansas	$4.66M	-$777K	1	0.05%	Reduced
353	Parallax Volatility Advisers San Francisco, California	$4.59M	-$1.34M	1	0.01%	Reduced
354	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.59M	-$612K	1	0.14%	Reduced
355	Tocqueville Asset Management New York	$4.53M	-$229K	1	0.05%	Reduced
356	ST Semper Trust King Of Prussia, Pennsylvania	$4.52M	+$1.04M	1	1.81%	Increased
357	Commonwealth Equity Services Waltham, Massachusetts	$4.48M	+$58.9K	3	0.05%	Increased
358	IHL Investment House LLC Redondo Beach, California	$4.46M	+$598K	1	0.72%	Increased
359	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.45M	+$4.14M	1	0.01%	Increased
360	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$4.45M	+$4.01M	1	0.56%	Increased
361	Choate Investment Advisors Boston, Massachusetts	$4.43M	-$19K	2	0.26%	Reduced
362	DCC Dow Chemical Company Midland, Michigan	$4.42M	+$4.29M	1	0.4%	New
363	GIM Goelzer Investment Management Carmel, Indiana	$4.39M	+$3.69K	1	0.66%	Increased
364	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$4.32M	-$120K	1	1.2%	Reduced
365	PCA Private Capital Advisors Darien, Connecticut	$4.24M	-$14.5K	1	1.6%	Reduced
366	BOK Financial Tulsa, Oklahoma	$4.23M	+$484K	2	0.15%	Increased
367	PP Palladium Partners Norfolk, Virginia	$4.23M	-$111K	1	0.37%	Reduced
368	Zurich Cantonal Bank Zurich, Switzerland	$4.18M	+$1.62M	1	0.13%	Increased
369	United Capital Financial Advisors Irving, Texas	$4.16M	+$2.44M	2	0.06%	Increased
370	BCM Bourgeon Capital Management Darien, Connecticut	$4.14M	+$402K	1	2.52%	Increased
371	CIBC Private Wealth Group Atlanta, Georgia	$4.06M	+$633K	1	0.03%	Increased
372	OIM Opus Investment Management Worcester, Massachusetts	$4.04M	+$2.68M	1	0.72%	Increased
373	SCM Salem Capital Management Woburn, Massachusetts	$4.01M	-$116K	1	1.91%	Reduced
374	RPA Rock Point Advisors Burlington, Vermont	$3.99M	+$4.09M	1	1.84%	New
375	Calamos Wealth Management Naperville, Illinois	$3.94M	-$1.38M	1	1.13%	Reduced