← 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	LNB Ledyard National Bank	$3.11M	-$2.92M	2	0.55%	Reduced
377	Brookstone Capital Management Wheaton, Illinois	$3M	+$2.65M	1	0.45%	New
378	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.99M	+$1.22M	1	0.09%	Increased
379	Fifth Third Bancorp Cincinnati, Ohio	$2.98M	-$1.09M	2	0.03%	Reduced
380	UR USCA RIA Houston, Texas	$2.96M	+$842K	1	0.54%	Increased
381	CAM Cubic Asset Management Boston, Massachusetts	$2.96M	-$12.2K	1	0.99%	Reduced
382	ProShare Advisors Bethesda, Maryland	$2.96M	-$1.1M	1	0.04%	Reduced
383	CCC Chelsea Counsel Company Los Angeles, California	$2.93M	-$33.6K	1	0.94%	Reduced
384	Norinchukin Bank Tokyo, Japan	$2.91M	+$106K	1	0.07%	Increased
385	MIM Marco Investment Management Atlanta, Georgia	$2.91M	+$99.4K	1	0.42%	Increased
386	Evergreen Capital Management Bellevue, Washington	$2.87M	+$1.38K	1	0.66%	Increased
387	Curi RMB Capital Chicago, Illinois	$2.86M	+$382K	1	0.19%	Increased
388	ECM EagleClaw Capital Management Boston, Massachusetts	$2.86M	-$52.5K	1	1.94%	Reduced
389	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.84M	-$353K	1	0.15%	Reduced
390	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$2.84M	+$11K	1	2.97%	Increased
391	TC TFS Capital West Chester, Pennsylvania	$2.83M	+$833K	2	0.41%	Increased
392	MUFG Americas New York	$2.79M	+$29.8K	3	0.1%	Increased
393	TA Teton Advisors Rye, New York	$2.78M	$0	2	0.26%	Maintained
394	SAM Securian Asset Management St Paul, Minnesota	$2.77M	-$2.98K	1	0.08%	Reduced
395	Huntington National Bank Columbus, Ohio	$2.75M	+$304K	4	0.07%	Increased
396	Bridgeway Capital Management Houston, Texas	$2.75M	+$2.43M	2	0.05%	New
397	LH Lebenthal Holdings New York	$2.66M	+$383K	2	0.47%	Increased
398	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.64M	+$376K	1	0.12%	Increased
399	Kentucky Retirement Systems Frankfort, Kentucky	$2.64M	+$387K	1	0.16%	Increased
400	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.63M	-$5.47K	1	2.2%	Reduced