← 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	WIC Willis Investment Counsel Gainesville, Georgia	$13.2M	-$66.2K	1	0.93%	Reduced
352	LBC Lowe Brockenbrough & Co Richmond, Virginia	$13.1M	-$7.79M	1	1.02%	Reduced
353	Dai-ichi Life Insurance Company Tokyo, Japan	$13.1M	+$3.2M	1	0.27%	Increased
354	Kayne Anderson Rudnick Investment Management Los Angeles, California	$13M	-$108K	2	0.03%	Reduced
355	Chartwell Investment Partners Berywn, Pennsylvania	$12.9M	-$401K	1	0.45%	Reduced
356	WTFG Wells Trecaso Financial Group Akron, Ohio	$12.9M	-$56.5K	1	5.19%	Reduced
357	FAB First American Bank Dundee, Illinois	$12.7M	-$666K	1	1.06%	Reduced
358	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.5M	-$689K	3	0.83%	Reduced
359	Anchor Capital Advisors Boston, Massachusetts	$12.5M	-$258K	1	0.33%	Reduced
360	Lido Advisors Los Angeles, California	$12.5M	+$407K	2	0.08%	Increased
361	Fidelity International Hamilton, Bermuda	$12.5M	+$5.52M	1	0.01%	Increased
362	Connectus Wealth Cincinnati, Ohio	$12.4M	-$27.4K	1	0.25%	Reduced
363	CIBC World Markets New York	$12.4M	+$6.48M	1	0.07%	Increased
364	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.1M	-$292K	1	0.33%	Reduced
365	First Citizens Bank & Trust Raleigh, North Carolina	$12.1M	-$845K	1	0.22%	Reduced
366	Vanguard Personalized Indexing Management Oakland, California	$12.1M	+$1.18M	3	0.31%	Increased
367	FNT First Nebraska Trust Lincoln, Nebraska	$12M	-$157K	1	1.39%	Reduced
368	Grimes & Company Westborough, Massachusetts	$12M	-$91.6K	1	0.4%	Reduced
369	Cetera Advisors Denver, Colorado	$12M	-$644K	3	0.17%	Reduced
370	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$11.8M	-$213K	1	7.9%	Reduced
371	ACM Arosa Capital Management Miami Beach, Florida	$11.7M	+$1.04M	1	5.26%	Increased
372	MC Moors & Cabot Boston, Massachusetts	$11.7M	-$124K	1	0.73%	Reduced
373	Nissay Asset Management Tokyo, Japan	$11.7M	+$498K	1	0.09%	Increased
374	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$11.6M	+$7.51M	2	0.75%	Increased
375	ZCM Ziegler Capital Management Chicago, Illinois	$11.5M	-$1.53M	2	0.52%	Reduced