← 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	SIC Schwartz Investment Counsel Plymouth, Michigan	$3.77M	-$2.13M	1	0.25%	Reduced
352	FNT First Nebraska Trust Lincoln, Nebraska	$3.77M	+$111K	1	0.84%	Increased
353	CIBC Asset Management Toronto, Ontario, Canada	$3.76M	+$17.5K	1	0.03%	Increased
354	Johnson Investment Counsel Cincinnati, Ohio	$3.76M	+$556K	3	0.11%	Increased
355	BOK Financial Tulsa, Oklahoma	$3.73M	+$402K	2	0.12%	Increased
356	William Blair & Company Chicago, Illinois	$3.65M	-$113K	2	0.03%	Reduced
357	VHAM Van Hulzen Asset Management El Dorado Hills, California	$3.64M	+$270K	1	1.67%	Increased
358	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$3.6M	+$1.15M	1	0.47%	Increased
359	LNB Ledyard National Bank	$3.59M	+$20K	2	0.54%	Increased
360	ECM Estabrook Capital Management New York	$3.58M	-$83.5K	1	0.56%	Reduced
361	RCM Riverhead Capital Management Wilmington, Delaware	$3.56M	+$640K	3	0.2%	Increased
362	MPA Marvin & Palmer Associates Wilmington, Delaware	$3.55M	+$850K	1	2.58%	Increased
363	VAM Visionary Asset Management Houston, Texas	$3.54M	+$75.5K	1	1.1%	Increased
364	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.53M	-$327K	1	0.02%	Reduced
365	ECM EagleClaw Capital Management Boston, Massachusetts	$3.52M	-$21.3K	1	2.12%	Reduced
366	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.5M	$0	1	0.07%	Maintained
367	AAM Augustine Asset Management Jacksonville, Florida	$3.5M	+$3.42M	1	2.18%	New
368	TA Teton Advisors Rye, New York	$3.5M	$0	2	0.35%	Maintained
369	Ameritas Investment Partners Lincoln, Nebraska	$3.48M	-$125K	4	0.17%	Reduced
370	CIBC World Markets New York	$3.48M	+$1.13M	1	0.03%	Increased
371	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.44M	$0	1	3.41%	Maintained
372	First Citizens Bank & Trust Raleigh, North Carolina	$3.44M	-$813K	1	0.42%	Reduced
373	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.38M	-$213K	1	0.16%	Reduced
374	Putnam Investments Boston, Massachusetts	$3.38M	-$352K	2	0.01%	Reduced
375	FIM Freedom Investment Management Hartford, Connecticut	$3.38M	+$155K	2	0.2%	Increased