← 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	Carnegie Investment Counsel Pepper Pike, Ohio	$2.68M	-$10.7K	1	0.46%	Reduced
377	JP Morgan Private Wealth Advisors San Francisco, California	$2.67M	-$1.02M	2	0.03%	Reduced
378	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.65M	-$1.37M	3	0%	Reduced
379	OA OFI Advisors Philadelphia, Pennsylvania	$2.65M	+$382K	4	0.17%	Increased
380	PP Palladium Partners Norfolk, Virginia	$2.61M	-$483K	1	0.26%	Reduced
381	MIM Marco Investment Management Atlanta, Georgia	$2.59M	-$72.5K	1	0.51%	Reduced
382	CIM Corbyn Investment Management Lutherville, Maryland	$2.58M	+$133K	1	0.66%	Increased
383	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.58M	-$235K	1	0.32%	Reduced
384	ID Integral Derivatives New York	$2.58M	+$2.97M	1	0.07%	New
385	Jefferies Group New York	$2.57M	+$440K	2	0.01%	Increased
386	Norinchukin Bank Tokyo, Japan	$2.55M	+$17.8K	1	0.07%	Increased
387	People's United Financial Bridgeport, Connecticut	$2.52M	+$65.3K	2	0.14%	Increased
388	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.46M	-$22K	1	0.53%	Reduced
389	CAM Cubic Asset Management Boston, Massachusetts	$2.44M	-$295	1	0.87%	Reduced
390	ECM EagleClaw Capital Management Boston, Massachusetts	$2.44M	-$51.7K	1	1.71%	Reduced
391	Evergreen Capital Management Bellevue, Washington	$2.43M	+$110K	1	0.63%	Increased
392	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$2.41M	+$2.66M	1	2.89%	New
393	Sumitomo Life Insurance Tokyo, Japan	$2.4M	+$239K	1	0.32%	Increased
394	CC Cipher Capital New York	$2.35M	+$102K	1	0.33%	Increased
395	Ameritas Investment Partners Lincoln, Nebraska	$2.35M	+$1.25M	1	0.17%	Increased
396	Panagora Asset Management Boston, Massachusetts	$2.32M	-$878K	2	0.01%	Reduced
397	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.31M	-$55.8K	1	0.93%	Reduced
398	HCA Horan Capital Advisors Cincinnati, Ohio	$2.3M	+$65K	1	1.93%	Increased
399	CIBC Asset Management Toronto, Ontario, Canada	$2.29M	+$22.8K	1	0.02%	Increased
400	CG Clinton Group New York	$2.29M	+$1.12M	1	0.22%	Increased