← 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
376	LSA L & S Advisors Los Angeles, California	$3.43M	+$3.29M	1	1.68%	New
377	FM Forward Management San Francisco, California	$3.41M	+$3.27M	1	0.28%	New
378	FSA Franklin Street Advisors Chapel Hill, North Carolina	$3.38M	+$3.46M	1	0.83%	New
379	KFS Kurt F. Somerville	$3.34M	+$3.42M	1	1.4%	New
380	Capital Fund Management (CFM) Paris, France	$3.31M	+$3.38M	1	0.05%	New
381	PP Patten & Patten Chattanooga, Tennessee	$3.3M	+$3.16M	1	0.54%	New
382	CC ClearArc Capital Cincinnati, Ohio	$3.29M	+$3.15M	1	0.88%	New
383	Veritable Wilmington, Delaware	$3.25M	+$3.16M	2	0.08%	New
384	CIBC Asset Management Toronto, Ontario, Canada	$3.24M	+$3.1M	1	0.02%	New
385	FAM Forty4 Asset Management Chicago, Illinois	$3.23M	+$3.17M	2	1.13%	New
386	GA Geneva Advisors Chicago, Illinois	$3.22M	+$3.27M	2	0.08%	New
387	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.18M	+$3.25M	1	0.02%	New
388	Jennison Associates New York	$3.15M	+$3.02M	1	0%	New
389	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.14M	+$3.09M	1	1.56%	New
390	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.99M	+$3.04M	2	0.7%	New
391	IA Icon Advisers Greenwood Village, Colorado	$2.98M	+$2.85M	1	0.23%	New
392	SFS Strategic Financial Services Utica, New York	$2.97M	+$2.84M	1	1.05%	New
393	PCM Princeton Capital Management Red Bank, New Jersey	$2.96M	+$2.93M	2	2.81%	New
394	CF CNA Financial Chicago, Illinois	$2.94M	+$2.82M	1	0.63%	New
395	City National Bank Beverly Hills, Delaware	$2.94M	+$2.82M	1	0.05%	New
396	Huntington National Bank Columbus, Ohio	$2.9M	+$2.78M	4	0.09%	New
397	FC Fiera Capital New York	$2.87M	+$2.75M	1	0.2%	New
398	Mirae Asset Global Investments Seoul, South Korea	$2.86M	+$2.78M	2	0.15%	New
399	First Citizens Bank & Trust Raleigh, North Carolina	$2.83M	+$2.71M	1	0.12%	New
400	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$2.81M	+$2.71M	1	1.07%	New