← 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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.61M	+$371K	2	0.05%	Increased
352	NIM NXG Investment Management Dallas, Texas	$4.55M	-$4.46M	1	0.19%	Reduced
353	CA Cullinan Associates Louisville, Kentucky	$4.51M	-$240K	1	0.37%	Reduced
354	BCP Blue Chip Partners Farmington Hills, Michigan	$4.46M	-$28.6K	1	1.12%	Reduced
355	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.45M	-$48.6K	1	3.26%	Reduced
356	GIM Goelzer Investment Management Carmel, Indiana	$4.45M	$0	1	0.57%	Maintained
357	Brinker Capital Berwyn, Pennsylvania	$4.33M	-$689K	3	0.19%	Reduced
358	BFG Beacon Financial Group Dallas, Texas	$4.26M	-$88.3K	1	0.8%	Reduced
359	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$4.23M	+$2.42M	1	0.95%	Increased
360	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.22M	+$113K	1	0.72%	Increased
361	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.2M	-$278K	1	0.51%	Reduced
362	EI EAM Investors Solana Beach, California	$4.13M	+$3.17M	1	1.12%	New
363	Eventide Asset Management Boston, Massachusetts	$4.07M	+$70.9K	2	0.18%	Increased
364	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.04M	-$238K	3	0.1%	Reduced
365	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.03M	+$179K	1	0.13%	Increased
366	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$4.01M	-$454K	1	1.3%	Reduced
367	BOK Financial Tulsa, Oklahoma	$4M	-$623K	3	0.11%	Reduced
368	FTC Farmers Trust Company Youngstown, Ohio	$4M	+$913K	1	1.25%	Increased
369	Baker Avenue Asset Management San Francisco, California	$3.97M	-$388K	2	0.39%	Reduced
370	Fifth Third Bancorp Cincinnati, Ohio	$3.97M	-$24.5K	4	0.03%	Reduced
371	ProShare Advisors Bethesda, Maryland	$3.96M	+$388K	2	0.03%	Increased
372	BCM Bourgeon Capital Management Darien, Connecticut	$3.93M	+$628K	1	2.57%	Increased
373	WTFG Wells Trecaso Financial Group Akron, Ohio	$3.84M	+$56.8K	1	3.67%	Increased
374	CM Capital Management Glen Allen, Virginia	$3.81M	+$295K	1	1.18%	Increased
375	RWA Wealth Partners Newton, Massachusetts	$3.71M	+$1.56M	1	0.49%	Increased