← 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	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$6.13M	-$36.4K	1	3.96%	Reduced
352	First Horizon Advisors Memphis, Tennessee	$6.07M	+$212K	2	0.45%	Increased
353	Fort Washington Investment Advisors Cincinnati, Ohio	$6.01M	+$852K	1	0.06%	Increased
354	WIM Wilen Investment Management Bonita Springs, Florida	$5.97M	-$528K	2	4.67%	Reduced
355	GAMCO Investors Greenwich, Connecticut	$5.81M	-$444K	3	0.05%	Reduced
356	Advisors Asset Management Monument, Colorado	$5.76M	+$108K	4	0.1%	Increased
357	Nippon Life Global Investors Americas New York	$5.73M	-$2.23M	1	0.39%	Reduced
358	M MOTCO San Antonio, Texas	$5.7M	+$135K	1	0.48%	Increased
359	SRC Shufro Rose & Co New York	$5.68M	-$29.5K	1	0.51%	Reduced
360	CAPTRUST Financial Advisors Raleigh, North Carolina	$5.64M	+$3.66M	2	0.09%	Increased
361	DCM Dupont Capital Management Wilmington, Delaware	$5.62M	-$891K	2	0.13%	Reduced
362	PAM Private Asset Management San Diego, California	$5.57M	-$437K	1	0.91%	Reduced
363	FNT First Nebraska Trust Lincoln, Nebraska	$5.57M	-$9.14K	1	0.9%	Reduced
364	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$5.57M	+$147K	1	0.77%	Increased
365	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.55M	-$32.3K	2	0.52%	Reduced
366	LNB Ledyard National Bank	$5.54M	+$69K	1	0.67%	Increased
367	DIP DT Investment Partners Chadds Ford, Pennsylvania	$5.48M	+$369K	1	0.5%	Increased
368	WTFG Wells Trecaso Financial Group Akron, Ohio	$5.42M	+$43.6K	1	3.92%	Increased
369	CA Callahan Advisors Houston, Texas	$5.38M	+$436K	1	0.86%	Increased
370	IA Icon Advisers Greenwood Village, Colorado	$5.37M	$0	1	0.77%	Maintained
371	D.A. Davidson & Co Great Falls, Montana	$5.36M	+$326K	3	0.09%	Increased
372	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.36M	-$150K	1	0.14%	Reduced
373	Norinchukin Bank Tokyo, Japan	$5.28M	-$530K	1	0.07%	Reduced
374	KTA Keeley-Teton Advisors Chicago, Illinois	$5.28M	-$246K	2	0.56%	Reduced
375	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$5.25M	+$4.92M	1	2.98%	New