← 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	NSIM North Star Investment Management Chicago, Illinois	$5M	+$551K	2	0.58%	Increased
377	BFG Beacon Financial Group Dallas, Texas	$4.99M	-$5.75K	1	0.85%	Reduced
378	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.98M	-$1.72M	1	0.66%	Reduced
379	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.96M	+$39.3K	1	0.5%	Increased
380	Intact Investment Management Montreal, Quebec, Canada	$4.92M	-$599K	1	0.18%	Reduced
381	FNT First Nebraska Trust Lincoln, Nebraska	$4.91M	-$92.1K	1	0.86%	Reduced
382	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.91M	+$17.5K	1	0.14%	Increased
383	Rockefeller Capital Management New York	$4.9M	+$1.02M	3	0.07%	Increased
384	Advisors Asset Management Monument, Colorado	$4.89M	-$64.7K	4	0.09%	Reduced
385	GC GMT Capital Atlanta, Georgia	$4.81M	$0	1	0.17%	Maintained
386	Credit Agricole Montrouge Cedex, France	$4.81M	$0	1	0.26%	Maintained
387	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$4.8M	+$48.9K	1	0.36%	Increased
388	SRC Shufro Rose & Co New York	$4.73M	+$2.26M	1	0.46%	Increased
389	WTFG Wells Trecaso Financial Group Akron, Ohio	$4.69M	-$17.7K	1	3.86%	Reduced
390	First National Trust Hermitage, Pennsylvania	$4.65M	+$475K	1	0.43%	Increased
391	TAM Telemark Asset Management Boston, Massachusetts	$4.64M	-$3.13M	1	0.53%	Reduced
392	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$4.61M	+$92.9K	1	0.7%	Increased
393	RWA Wealth Partners Newton, Massachusetts	$4.47M	+$13.8K	1	0.48%	Increased
394	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.44M	+$4.02M	1	0.03%	Increased
395	First Citizens Bank & Trust Raleigh, North Carolina	$4.42M	-$405	1	0.48%	Reduced
396	DIP DT Investment Partners Chadds Ford, Pennsylvania	$4.41M	+$115K	1	0.61%	Increased
397	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.4M	-$106K	1	0.33%	Reduced
398	First Manhattan New York	$4.35M	-$812K	4	0.02%	Reduced
399	CP Cumberland Partners Toronto, Ontario, Canada	$4.31M	+$337K	1	0.41%	Increased
400	Lincoln National Corp Radnor, Pennsylvania	$4.26M	-$73.7K	1	0.17%	Reduced