← 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	Los Angeles Capital Management Los Angeles, California	$5.71M	+$3.32M	3	0.03%	Increased
352	Varma Mutual Pension Insurance Co Helsinki, Finland	$5.7M	$0	1	0.1%	Maintained
353	CA Cullinan Associates Louisville, Kentucky	$5.66M	+$351K	1	0.43%	Increased
354	LSA L & S Advisors Los Angeles, California	$5.64M	+$5.34M	1	0.76%	New
355	Calamos Advisors Naperville, Illinois	$5.64M	+$49.8K	1	0.04%	Increased
356	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.63M	-$63.9K	3	0.48%	Reduced
357	PAM Private Asset Management San Diego, California	$5.58M	-$1.71M	1	0.99%	Reduced
358	AFM Andesa Financial Management Allentown, Pennsylvania	$5.54M	+$2.95M	1	2.73%	Increased
359	Wasatch Advisors Salt Lake City, Utah	$5.54M	-$649K	1	0.06%	Reduced
360	NCM Nelson Capital Management Menlo Park, California	$5.5M	+$37.7K	1	1.37%	Increased
361	First Manhattan New York	$5.44M	+$2.53M	4	0.03%	Increased
362	Jane Street New York	$5.41M	-$11.4M	3	0.01%	Reduced
363	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.36M	+$127K	1	3.55%	Increased
364	Intact Investment Management Montreal, Quebec, Canada	$5.36M	-$374K	1	0.19%	Reduced
365	CIBC Private Wealth Group Atlanta, Georgia	$5.35M	+$10.6K	3	0.02%	Increased
366	GIM Goelzer Investment Management Carmel, Indiana	$5.3M	+$67.1K	1	0.5%	Increased
367	GAMCO Investors Greenwich, Connecticut	$5.29M	+$205K	3	0.04%	Increased
368	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.25M	+$386K	3	0.11%	Increased
369	Credit Agricole Montrouge Cedex, France	$5.23M	+$1.46M	1	0.29%	Increased
370	FTC Farmers Trust Company Youngstown, Ohio	$5.08M	+$368K	1	1.44%	Increased
371	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.07M	+$207K	1	1.34%	Increased
372	ED Exane Derivatives Paris, France	$4.95M	+$4.48M	1	0.98%	Increased
373	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.86M	-$87.3K	1	0.76%	Reduced
374	FNT First Nebraska Trust Lincoln, Nebraska	$4.84M	+$555K	1	0.87%	Increased
375	BFG Beacon Financial Group Dallas, Texas	$4.83M	-$189K	1	0.79%	Reduced