← 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
401	Truist Financial Charlotte, North Carolina	$2.78M	+$2.79M	2	0.1%	New
402	FMT First Mercantile Trust Cordova, Tennessee	$2.78M	+$2.66M	1	0.24%	New
403	Boston Partners Boston, Massachusetts	$2.77M	+$2.83M	1	0.01%	New
404	TC TFS Capital West Chester, Pennsylvania	$2.77M	+$2.66M	2	0.12%	New
405	RIA Rushmore Investment Advisors Plano, Texas	$2.76M	+$2.65M	1	0.56%	New
406	SAM Securian Asset Management St Paul, Minnesota	$2.76M	+$2.64M	1	0.11%	New
407	WC Wexford Capital West Palm Beach, Florida	$2.75M	+$2.64M	1	0.24%	New
408	YCMGA York Capital Management Global Advisors New York	$2.73M	+$2.62M	1	0.06%	New
409	SC Skylands Capital Milwaukee, Wisconsin	$2.66M	+$2.55M	1	0.32%	New
410	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.66M	+$2.55M	1	0.63%	New
411	SCM Sigma Capital Management Stamford, Connecticut	$2.65M	+$2.54M	1	0.12%	New
412	Carnegie Investment Counsel Pepper Pike, Ohio	$2.64M	+$2.53M	1	0.87%	New
413	AF Ally Financial Detroit, Michigan	$2.63M	+$2.52M	1	0.26%	New
414	MCM Matterhorn Capital Management San Antonio, Texas	$2.61M	+$2.67M	1	1.44%	New
415	LM Lincluden Management Mississauga, Ontario, Canada	$2.6M	+$2.66M	1	0.01%	New
416	WBC Westpac Banking Corp Sydney, Australia	$2.6M	+$2.56M	1	0.04%	New
417	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$2.56M	+$2.47M	1	0.2%	New
418	Nippon Life Insurance Tokyo, Japan	$2.54M	+$2.44M	1	0.08%	New
419	NCM Novare Capital Management Charlotte, North Carolina	$2.54M	+$2.43M	1	0.85%	New
420	CA Cullinan Associates Louisville, Kentucky	$2.53M	+$2.43M	1	0.34%	New
421	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.52M	+$2.42M	1	0.67%	New
422	CAM Cubic Asset Management Boston, Massachusetts	$2.5M	+$2.4M	1	0.86%	New
423	KAM Keeley Asset Management Chicago, Illinois	$2.5M	+$2.4M	1	0.05%	New
424	PP Paloma Partners Greenwich, Connecticut	$2.44M	+$2.34M	1	0.14%	New
425	GF Genworth Financial Glen Allen, Virginia	$2.41M	+$2.31M	1	0.08%	New