← 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	VCAM Van Cleef Asset Management Beachwood, Ohio	$4.29M	-$1.71M	2	1.8%	Reduced
377	HL HeadInvest LLC Portland, Maine	$4.27M	+$36.7K	2	1.73%	Increased
378	Prudential plc London, England, United Kingdom	$4.26M	+$1.36M	1	0.02%	Increased
379	CO Caldwell & Orkin Norcross, Georgia	$4.25M	+$59.4K	1	2.15%	Increased
380	Capital Fund Management (CFM) Paris, France	$4.18M	+$1.62M	2	0.04%	Increased
381	SIG Schooner Investment Group Wayne, Pennsylvania	$4.18M	$0	1	0.94%	Maintained
382	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.14M	-$29K	1	1.41%	Reduced
383	CCC Chelsea Counsel Company Los Angeles, California	$4.12M	+$974K	1	0.8%	Increased
384	Zacks Investment Management Chicago, Illinois	$4.04M	-$8.86M	1	0.14%	Reduced
385	HR Howe & Rusling Rochester, New York	$4.02M	-$23.5K	2	0.9%	Reduced
386	Curi RMB Capital Chicago, Illinois	$4M	+$255K	2	0.25%	Increased
387	Numeric Investors Boston, Massachusetts	$3.97M	+$2.81M	1	0.06%	Increased
388	Clark Capital Management Group Philadelphia, Pennsylvania	$3.92M	+$129K	2	0.33%	Increased
389	TAM THB Asset Management Norwalk, Connecticut	$3.91M	+$3.78M	1	0.24%	New
390	FTC Farmers Trust Company Youngstown, Ohio	$3.88M	+$3.34M	1	1.31%	Increased
391	People's United Financial Bridgeport, Connecticut	$3.87M	+$402K	2	0.21%	Increased
392	Virtu KCG Holdings New York	$3.83M	-$1.4M	3	0.06%	Reduced
393	Huntington National Bank Columbus, Ohio	$3.81M	-$253K	1	0.08%	Reduced
394	MUFG Americas New York	$3.8M	+$1.86M	3	0.12%	Increased
395	ECM EagleClaw Capital Management Boston, Massachusetts	$3.8M	-$117K	1	2.58%	Reduced
396	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.79M	+$352K	1	0.02%	Increased
397	TC TFS Capital West Chester, Pennsylvania	$3.79M	+$223K	2	0.3%	Increased
398	B BP London, United Kingdom	$3.78M	$0	1	0.12%	Maintained
399	SAMNY Samsung Asset Management (New York) New York	$3.78M	+$148K	1	1.18%	Increased
400	CIBC Asset Management Toronto, Ontario, Canada	$3.76M	-$217K	1	0.02%	Reduced