← 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	Cubist Systematic Strategies Stamford, Connecticut	$11.2M	+$7.44M	5	0.08%	Increased
352	Cetera Advisors Denver, Colorado	$11.2M	-$737K	2	0.17%	Reduced
353	CIS Connors Investor Services Wyomissing, Pennsylvania	$11.2M	-$6.89M	1	1.37%	Reduced
354	Connectus Wealth Cincinnati, Ohio	$11M	-$164K	1	0.25%	Reduced
355	Picton Mahoney Asset Management Toronto, Ontario, Canada	$11M	+$4.98M	1	0.33%	Increased
356	AF Alerus Financial Grand Forks, North Dakota	$10.9M	-$318K	1	0.97%	Reduced
357	FNT First Nebraska Trust Lincoln, Nebraska	$10.8M	+$24.8K	1	1.34%	Increased
358	Grimes & Company Westborough, Massachusetts	$10.8M	-$249K	1	0.42%	Reduced
359	First National Bank of Omaha Omaha, Nebraska	$10.7M	-$828K	1	0.7%	Reduced
360	LNB Ledyard National Bank	$10.7M	-$375K	1	1.22%	Reduced
361	Lido Advisors Los Angeles, California	$10.7M	-$3.27M	2	0.08%	Reduced
362	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$10.6M	-$1.02M	1	7.14%	Reduced
363	Jacobs Levy Equity Management Florham Park, New Jersey	$10.6M	+$1.81M	1	0.06%	Increased
364	MC Moors & Cabot Boston, Massachusetts	$10.5M	-$200K	1	0.71%	Reduced
365	AIP ARS Investment Partners New York	$10.4M	+$49.6K	1	1.29%	Increased
366	Burney Company Reston, Virginia	$10.4M	+$894K	3	0.49%	Increased
367	RP Rice Partnership Honolulu, Hawaii	$10.3M	-$21.3K	1	2.92%	Reduced
368	Moore Capital Management New York	$10.3M	-$6.13M	2	0.19%	Reduced
369	KBC Group Brussels, Belgium	$10.3M	-$15.7M	3	0.04%	Reduced
370	CTA Colonial Trust Advisors Spartanburg, South Carolina	$10.2M	-$338K	2	1.17%	Reduced
371	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$9.95M	+$21.1K	1	2.45%	Increased
372	Nissay Asset Management Tokyo, Japan	$9.86M	+$346K	1	0.09%	Increased
373	Wilmington Savings Fund Society Wilmington, Delaware	$9.8M	-$158K	1	0.43%	Reduced
374	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.79M	-$132K	4	0.14%	Reduced
375	Brown Advisory Baltimore, Maryland	$9.72M	+$403K	2	0.02%	Increased