← 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	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.33M	-$602K	1	0.83%	Reduced
402	HR Howe & Rusling Rochester, New York	$3.27M	-$516K	3	0.78%	Reduced
403	Gradient Investments Arden Hills, Minnesota	$3.26M	+$3.15M	2	0.54%	Increased
404	SC Skylands Capital Milwaukee, Wisconsin	$3.25M	-$2.76M	1	0.33%	Reduced
405	SFS Strategic Financial Services Utica, New York	$3.25M	+$9.56K	1	0.88%	Increased
406	EWM Endurance Wealth Management Providence, Rhode Island	$3.22M	+$185K	1	0.58%	Increased
407	Mirae Asset Global Investments Seoul, South Korea	$3.22M	-$2.61M	2	0.12%	Reduced
408	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.2M	-$69.2K	2	0.42%	Reduced
409	CAM Cubic Asset Management Boston, Massachusetts	$3.19M	+$11.9K	1	1.03%	Increased
410	OCM Oakwood Capital Management Los Angeles, California	$3.18M	+$3.08M	1	0.9%	New
411	Scout Investments Kansas City, Missouri	$3.17M	-$2.67M	1	0.05%	Reduced
412	TA Teton Advisors Rye, New York	$3.15M	$0	2	0.21%	Maintained
413	Curi RMB Capital Chicago, Illinois	$3.14M	-$350K	2	0.19%	Reduced
414	MCM Marathon Capital Management Hunt Valley, Maryland	$3.1M	-$15.1K	1	2.86%	Reduced
415	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.1M	+$144K	3	0.14%	Increased
416	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.08M	+$140K	1	1.27%	Increased
417	EverPoint Asset Management Stamford, Connecticut	$3.08M	+$2.99M	1	0.07%	New
418	VAM Visionary Asset Management Houston, Texas	$3.08M	+$2.99M	1	0.97%	New
419	JAM JCIC Asset Management Toronto, Ontario, Canada	$3.07M	+$2.57M	1	0.62%	Increased
420	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.07M	-$658K	1	0.79%	Reduced
421	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.06M	-$1.13M	1	0.14%	Reduced
422	Norinchukin Bank Tokyo, Japan	$3.06M	+$584K	1	0.07%	Increased
423	SHA Smith Hayes Advisers Lincoln, Nebraska	$3.05M	+$706K	1	0.63%	Increased
424	Huntington National Bank Columbus, Ohio	$3.02M	-$67.1K	4	0.07%	Reduced
425	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.02M	-$1.64M	1	0.62%	Reduced