← 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	PCA Private Capital Advisors Darien, Connecticut	$4.37M	-$30.2K	1	1.59%	Reduced
377	CL Croft-Leominster Baltimore, Maryland	$4.33M	-$4.37M	1	0.71%	Reduced
378	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.32M	-$1.13K	1	1.67%	Reduced
379	Zurich Cantonal Bank Zurich, Switzerland	$4.28M	+$2.47M	1	0.15%	Increased
380	Nomura Asset Management Tokyo, Japan	$4.19M	-$1.7M	1	0.08%	Reduced
381	LSA L & S Advisors Los Angeles, California	$4.19M	+$589K	1	1.7%	Increased
382	FM Family Management New York	$4.18M	+$4.08M	1	2.71%	New
383	Commonwealth Equity Services Waltham, Massachusetts	$4.17M	+$243K	2	0.07%	Increased
384	QIM Quantitative Investment Management Charlottesville, Virginia	$4.17M	+$2.35M	2	0.37%	Increased
385	Calamos Wealth Management Naperville, Illinois	$4.13M	-$492K	1	1.35%	Reduced
386	GA Geneva Advisors Chicago, Illinois	$4.12M	+$595K	2	0.09%	Increased
387	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.09M	+$47.1K	1	0.17%	Increased
388	GIM Goelzer Investment Management Carmel, Indiana	$4.02M	-$3.71M	1	0.82%	Reduced
389	JP Morgan Private Wealth Advisors San Francisco, California	$4M	-$372K	2	0.09%	Reduced
390	Sumitomo Life Insurance Tokyo, Japan	$3.99M	+$3.9M	1	0.37%	New
391	PCM Palouse Capital Management Spokane, Washington	$3.99M	-$8.33K	1	1.61%	Reduced
392	FSA Financial Sense Advisors San Diego, California	$3.94M	+$3.84M	1	1.71%	New
393	MAM Mizuho Asset Management Tokyo, Japan	$3.87M	-$884K	1	0.57%	Reduced
394	SL SIB LLC New York, New York	$3.84M	$0	1	2.8%	Maintained
395	Flow Traders U.S. New York	$3.83M	+$3.66M	1	0.61%	New
396	CF CNA Financial Chicago, Illinois	$3.82M	+$727K	1	0.77%	Increased
397	NCM Novare Capital Management Charlotte, North Carolina	$3.77M	+$1.09M	1	1.17%	Increased
398	FSA Franklin Street Advisors Chapel Hill, North Carolina	$3.76M	+$76.6K	1	0.84%	Increased
399	MCM Marathon Capital Management Hunt Valley, Maryland	$3.72M	-$1.39M	1	3.2%	Reduced
400	Korea Investment Corp Seoul, South Korea	$3.67M	-$5.11M	1	0.04%	Reduced