← 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	$9.45M	-$61.6K	1	6.03%	Reduced
352	Xponance Philadelphia, Pennsylvania	$9.44M	+$211K	2	0.14%	Increased
353	WTFG Wells Trecaso Financial Group Akron, Ohio	$9.35M	-$28K	1	4.33%	Reduced
354	Ensign Peak Advisors Salt Lake City, Utah	$9.3M	+$2.35M	3	0.02%	Increased
355	United Capital Financial Advisors Irving, Texas	$9.3M	-$584K	2	0.05%	Reduced
356	Gulf International Bank (UK) London, United Kingdom	$9.29M	-$2.15M	1	0.19%	Reduced
357	AF Alerus Financial Grand Forks, North Dakota	$9.28M	-$20K	1	0.83%	Reduced
358	LNB Ledyard National Bank	$9.15M	-$352K	1	1.05%	Reduced
359	Lido Advisors Los Angeles, California	$9.06M	+$3.68M	1	0.09%	Increased
360	SPC Stewart & Patten Company Lafayette, California	$9.06M	+$1.23M	1	1.54%	Increased
361	Connectus Wealth Cincinnati, Ohio	$9M	$0	1	0.22%	Maintained
362	SAM Socorro Asset Management Dallas, Texas	$8.92M	+$1.02M	1	3.94%	Increased
363	SAM Strategy Asset Managers Pasadena, California	$8.9M	+$880K	2	2.17%	Increased
364	First Citizens Bank & Trust Raleigh, North Carolina	$8.85M	+$1.85M	1	0.18%	Increased
365	Grimes & Company Westborough, Massachusetts	$8.82M	+$508K	1	0.36%	Increased
366	Wilmington Savings Fund Society Wilmington, Delaware	$8.76M	-$210K	1	0.39%	Reduced
367	Sit Investment Associates Minneapolis, Minnesota	$8.73M	-$850K	1	0.24%	Reduced
368	FNT First Nebraska Trust Lincoln, Nebraska	$8.69M	-$15K	1	1.09%	Reduced
369	Smith Salley Wealth Management Greensboro, North Carolina	$8.65M	+$128K	2	0.69%	Increased
370	Huntington National Bank Columbus, Ohio	$8.65M	+$1.3M	4	0.09%	Increased
371	Hudson Bay Capital Management Stamford, Connecticut	$8.62M	+$1.42M	1	0.07%	Increased
372	AIP ARS Investment Partners New York	$8.57M	+$35K	1	1.03%	Increased
373	TAM Telemark Asset Management Boston, Massachusetts	$8.57M	+$1.66M	1	1.27%	Increased
374	RNC Capital Management Los Angeles, California	$8.52M	-$427K	2	0.48%	Reduced
375	CTA Colonial Trust Advisors Spartanburg, South Carolina	$8.47M	-$195K	2	0.99%	Reduced