← 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
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$7.43M -$215K 1 0.22% Reduced
352
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$7.43M +$1.39M 1 0.26% Increased
353
SRC
Shufro Rose & Co
New York
$7.36M -$105K 1 0.55% Reduced
354
Hancock Whitney
Hancock Whitney
Mississippi
$7.35M -$233K 3 0.23% Reduced
355
RGI
River Global Investors
United Kingdom
$7.3M -$919K 1 0.47% Reduced
356
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$7.28M -$72.1K 2 0.14% Reduced
357
Bartlett & Co
Bartlett & Co
Ohio
$7.28M -$72.1K 2 0.14% Reduced
358
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.19M +$2.4M 2 0.02% Increased
359
BIAS
Beacon Investment Advisory Services
New Jersey
$7.16M +$209K 2 0.29% Increased
360
BAM
Bruderman Asset Management
New York
$7.14M +$51K 1 2.21% Increased
361
WIC
WealthBridge Investment Counsel
Alberta, Canada
$7.06M -$293K 1 3.12% Reduced
362
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$7.04M -$1.09M 2 0.57% Reduced
363
MFWM
Motley Fool Wealth Management
Virginia
$7.03M +$29K 1 0.3% Increased
364
Erste Asset Management
Erste Asset Management
Austria
$6.97M -$293K 1 0.14% Reduced
365
FNT
First Nebraska Trust
Nebraska
$6.9M -$1.38M 1 0.9% Reduced
366
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$6.88M -$902K 4 0.1% Reduced
367
PAM
Private Asset Management
California
$6.86M -$132K 1 0.91% Reduced
368
ECM
EagleClaw Capital Management
Massachusetts
$6.81M +$200K 2 1.76% Increased
369
MYAM
Meiji Yasuda Asset Management
Japan
$6.81M -$341K 1 0.32% Reduced
370
Atria Investments
Atria Investments
North Carolina
$6.79M +$744K 2 0.13% Increased
371
NIG
NFJ Investment Group
Texas
$6.79M -$657K 1 0.13% Reduced
372
Storebrand Asset Management
Storebrand Asset Management
Norway
$6.77M +$120K 2 0.03% Increased
373
HPIA
Hamilton Point Investment Advisors
North Carolina
$6.74M -$22.2K 1 1.82% Reduced
374
MAM
Mastrapasqua Asset Management
Tennessee
$6.69M +$453K 1 0.71% Increased
375
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.56M -$249K 1 0.2% Reduced