← 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	UPA Union Point Advisors San Mateo, California	$4.14M	+$3.87M	1	4.03%	New
402	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$4M	+$51.7K	1	0.5%	Increased
403	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.99M	+$79K	1	1.24%	Increased
404	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.98M	+$83.6K	1	0.02%	Increased
405	PP Patten & Patten Chattanooga, Tennessee	$3.98M	+$25.3K	1	0.55%	Increased
406	KFS Kurt F. Somerville	$3.94M	-$169K	1	1.51%	Reduced
407	FSA Franklin Street Advisors Chapel Hill, North Carolina	$3.9M	-$318K	1	0.79%	Reduced
408	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.88M	+$2.88M	2	0.18%	Increased
409	EWM Edge Wealth Management New York	$3.86M	-$105K	2	1.78%	Reduced
410	BCM BBT Capital Management Fort Worth, Texas	$3.83M	+$7.26K	1	0.17%	Increased
411	HPA Hilltop Park Associates New York	$3.81M	+$3.56M	1	2.86%	New
412	SAMNY Samsung Asset Management (New York) New York	$3.8M	+$2.4M	1	1.26%	Increased
413	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.79M	-$1.01M	1	0.03%	Reduced
414	Aberdeen Asset Management Aberdeen, United Kingdom	$3.75M	$0	1	0.01%	Maintained
415	Mirae Asset Global Investments Seoul, South Korea	$3.74M	+$180K	2	0.16%	Increased
416	CF CNA Financial Chicago, Illinois	$3.68M	-$510K	1	0.72%	Reduced
417	Huntington National Bank Columbus, Ohio	$3.58M	+$159K	4	0.09%	Increased
418	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.57M	+$3.35M	3	0.17%	New
419	PMFA Plante Moran Financial Advisors Southfield, Michigan	$3.53M	+$1.23M	1	1.98%	Increased
420	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.48M	-$52.5K	1	1.58%	Reduced
421	PCM Princeton Capital Management Red Bank, New Jersey	$3.46M	+$24.6K	2	2.88%	Increased
422	Weiss Multi-Strategy Advisers New York	$3.45M	-$2.53M	1	0.07%	Reduced
423	People's United Financial Bridgeport, Connecticut	$3.44M	+$462K	2	0.2%	Increased
424	CIBC Asset Management Toronto, Ontario, Canada	$3.44M	-$108K	1	0.02%	Reduced
425	GLG Inc New York	$3.42M	$0	1	0.09%	Maintained