← 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	Sumitomo Life Insurance Tokyo, Japan	$3.85M	-$473K	1	0.37%	Reduced
402	ECM EagleClaw Capital Management Boston, Massachusetts	$3.82M	+$3.74M	1	2.76%	New
403	Aberdeen Asset Management Aberdeen, United Kingdom	$3.73M	$0	1	0.01%	Maintained
404	FSA Franklin Street Advisors Chapel Hill, North Carolina	$3.69M	-$89.8K	1	0.74%	Reduced
405	B BP London, United Kingdom	$3.68M	+$3.61M	1	0.12%	New
406	Clark Capital Management Group Philadelphia, Pennsylvania	$3.68M	-$3.47M	1	0.32%	Reduced
407	HR Howe & Rusling Rochester, New York	$3.68M	+$375K	3	0.9%	Increased
408	CF CNA Financial Chicago, Illinois	$3.63M	$0	1	0.73%	Maintained
409	MIS Morningstar Investment Services Chicago, Illinois	$3.61M	+$1.07M	1	0.25%	Increased
410	CCC Chelsea Counsel Company Los Angeles, California	$3.58M	+$3.53M	1	0.73%	New
411	MLL Moody Lynn & Lieberson Boston, Massachusetts	$3.57M	+$765K	1	0.52%	Increased
412	SAMNY Samsung Asset Management (New York) New York	$3.53M	-$217K	1	1.24%	Reduced
413	Bank of Nova Scotia Toronto, Ontario, Canada	$3.52M	+$1.76M	2	0.01%	Increased
414	SFS Strategic Financial Services Utica, New York	$3.51M	+$202K	1	1.03%	Increased
415	NAM NorthCoast Asset Management Greenwich, Connecticut	$3.44M	+$1.31M	1	0.22%	Increased
416	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.43M	-$36.8K	3	0.16%	Reduced
417	KFS Kurt F. Somerville	$3.42M	-$390K	1	1.36%	Reduced
418	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.41M	-$77.6K	1	1.43%	Reduced
419	People's United Financial Bridgeport, Connecticut	$3.4M	-$1.22K	2	0.2%	Reduced
420	EWM Edge Wealth Management New York	$3.38M	-$426K	2	1.41%	Reduced
421	CIBC Private Wealth Group Atlanta, Georgia	$3.37M	+$3.24M	1	0.03%	New
422	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.36M	-$563K	1	1.08%	Reduced
423	TA Teton Advisors Rye, New York	$3.34M	-$1.37M	2	0.23%	Reduced
424	SAM Symphony Asset Management San Francisco, California	$3.3M	+$2.18M	1	0.31%	Increased
425	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.29M	+$189K	1	0.46%	Increased