← 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	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$5.46M	+$647K	1	0.39%	Increased
352	NSIM North Star Investment Management Chicago, Illinois	$5.44M	-$56K	4	0.6%	Reduced
353	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.42M	-$74.5K	1	3.87%	Reduced
354	ACM AlphaCrest Capital Management New York	$5.36M	+$4.49M	2	0.33%	Increased
355	OCM Olstein Capital Management Purchase, New York	$5.32M	-$972K	1	0.83%	Reduced
356	PAM Private Asset Management San Diego, California	$5.3M	-$313K	1	0.92%	Reduced
357	Norinchukin Bank Tokyo, Japan	$5.13M	+$82.3K	1	0.07%	Increased
358	First Horizon Advisors Memphis, Tennessee	$5.13M	-$20.1K	2	0.4%	Reduced
359	First National Trust Hermitage, Pennsylvania	$5.04M	+$395K	1	0.45%	Increased
360	SCM Stevens Capital Management Radnor, Pennsylvania	$4.97M	-$2.59M	1	0.45%	Reduced
361	Intact Investment Management Montreal, Quebec, Canada	$4.91M	$0	1	0.17%	Maintained
362	BFG Beacon Financial Group Dallas, Texas	$4.91M	-$63K	1	0.84%	Reduced
363	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.9M	+$293K	1	0.66%	Increased
364	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.9M	-$46.5K	1	0.5%	Reduced
365	FNT First Nebraska Trust Lincoln, Nebraska	$4.9M	-$8.1K	1	0.81%	Reduced
366	M MOTCO San Antonio, Texas	$4.87M	+$612K	1	0.44%	Increased
367	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.84M	-$59.1K	1	0.14%	Reduced
368	Advisors Asset Management Monument, Colorado	$4.81M	-$7.54K	4	0.09%	Reduced
369	LNB Ledyard National Bank	$4.8M	-$11.4M	1	0.63%	Reduced
370	KTA Keeley-Teton Advisors Chicago, Illinois	$4.78M	+$238K	2	0.51%	Increased
371	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$4.75M	+$141K	1	0.7%	Increased
372	WTFG Wells Trecaso Financial Group Akron, Ohio	$4.72M	+$34.5K	1	3.76%	Increased
373	IA Icon Advisers Greenwood Village, Colorado	$4.71M	+$648K	1	0.7%	Increased
374	DF Donoghue Forlines Boston, Massachusetts	$4.7M	-$2.63M	2	0.67%	Reduced
375	SRC Shufro Rose & Co New York	$4.67M	+$20K	1	0.46%	Increased