← 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
KFS
Kurt F. Somerville
$3.65M +$11.3K 1 1.46% Increased
402
HT
HAP Trading
New York
$3.61M +$3.52M 1 0.12% New
403
EULAV Asset Management
EULAV Asset Management
Florida
$3.6M -$4.43M 2 0.21% Reduced
404
EWM
Edge Wealth Management
New York
$3.59M +$1.74M 2 2.19% Increased
405
PP
Patten & Patten
Tennessee
$3.58M +$119K 1 0.55% Increased
406
GCA
Greenwood Capital Associates
South Carolina
$3.53M +$1.28M 1 1.25% Increased
407
AssetMark Inc
AssetMark Inc
California
$3.53M +$3.44M 1 0.09% New
408
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$3.5M +$3.35M 1 0.46% New
409
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$3.47M -$29.8K 1 1.62% Reduced
410
ProShare Advisors
ProShare Advisors
Maryland
$3.46M -$2.31M 4 0.08% Reduced
411
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.46M -$9.04K 1 0.02% Reduced
412
BCM
BBT Capital Management
Texas
$3.45M +$3.37M 1 0.17% New
413
MDCM
Morgan Dempsey Capital Management
Wisconsin
$3.44M +$91.2K 1 1.2% Increased
414
CA
Cullinan Associates
Kentucky
$3.44M +$768K 1 0.46% Increased
415
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$3.42M -$196K 1 0.01% Reduced
416
City National Bank
City National Bank
Delaware
$3.4M +$320K 1 0.06% Increased
417
SGDR
SPX Gestao de Recursos
Brazil
$3.4M +$750K 1 1.07% Increased
418
VAM
Visium Asset Management
New York
$3.31M -$8.28M 1 0.08% Reduced
419
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$3.22M -$164K 1 0.02% Reduced
420
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.2M +$179K 2 0.14% Increased
421
Veritable
Veritable
Delaware
$3.15M -$264K 2 0.07% Reduced
422
CO
Caldwell & Orkin
Georgia
$3.13M +$1.32M 1 1.84% Increased
423
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$3.11M +$146K 1 0.12% Increased
424
IA
Icon Advisers
Colorado
$3.11M -$672 1 0.24% Reduced
425
Congress Asset Management
Congress Asset Management
Massachusetts
$3.1M +$1.41M 1 0.09% Increased