← 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	CIBC Asset Management Toronto, Ontario, Canada	$3.09M	+$851	1	0.02%	Increased
402	SAMNY Samsung Asset Management (New York) New York	$3.07M	-$39.7K	1	0.97%	Reduced
403	Advisors Capital Management Ridgewood, New Jersey	$3.07M	+$721K	1	0.39%	Increased
404	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.05M	+$185K	2	0.45%	Increased
405	SFS Strategic Financial Services Utica, New York	$3.02M	+$28.4K	1	0.84%	Increased
406	CAM Cubic Asset Management Boston, Massachusetts	$2.96M	+$609K	1	1.04%	Increased
407	LCP Lombardia Capital Partners Pasadena, California	$2.96M	-$11.4M	1	0.09%	Reduced
408	TA Teton Advisors Rye, New York	$2.9M	+$217K	2	0.21%	Increased
409	Huntington National Bank Columbus, Ohio	$2.89M	-$266K	1	0.06%	Reduced
410	Sculptor Capital New York	$2.85M	+$2.41M	1	0.01%	Increased
411	EWM Endurance Wealth Management Providence, Rhode Island	$2.82M	+$807K	1	0.53%	Increased
412	MIM Marco Investment Management Atlanta, Georgia	$2.82M	+$72.7K	1	0.39%	Increased
413	KBC Group Brussels, Belgium	$2.79M	-$8.68M	1	0.1%	Reduced
414	GCA Gideon Capital Advisors New York	$2.77M	+$3.1M	1	1.07%	New
415	Carnegie Investment Counsel Pepper Pike, Ohio	$2.76M	-$4.68K	1	0.55%	Reduced
416	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.75M	-$345K	2	0.13%	Reduced
417	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.74M	+$119K	1	1.21%	Increased
418	GC Gratry & Company Beachwood, Ohio	$2.73M	-$4.76M	1	1.43%	Reduced
419	Sumitomo Life Insurance Tokyo, Japan	$2.7M	-$108K	1	0.26%	Reduced
420	SAM Securian Asset Management St Paul, Minnesota	$2.68M	-$25.4K	1	0.09%	Reduced
421	DAM Deltec Asset Management New York	$2.66M	+$2.27M	1	0.6%	Increased
422	CA Callahan Advisors Houston, Texas	$2.62M	+$491K	1	0.81%	Increased
423	Ameritas Investment Partners Lincoln, Nebraska	$2.61M	-$37.2K	1	0.19%	Reduced
424	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.53M	$0	1	0.03%	Maintained
425	CC Curian Capital Denver, Colorado	$2.51M	+$1.51M	1	0.04%	Increased