← 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	DC Deere & Company Moline, Illinois	$3.38M	$0	2	0.18%	Maintained
402	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.38M	-$28.7K	1	1.17%	Reduced
403	CAM Cubic Asset Management Boston, Massachusetts	$3.27M	+$85K	1	1.05%	Increased
404	ECM EagleClaw Capital Management Boston, Massachusetts	$3.27M	-$98.6K	1	2.12%	Reduced
405	People's United Financial Bridgeport, Connecticut	$3.27M	-$324K	2	0.17%	Reduced
406	Moore Capital Management New York	$3.25M	+$956K	1	0.07%	Increased
407	VAM Visionary Asset Management Houston, Texas	$3.23M	+$154K	1	1.02%	Increased
408	SFS Strategic Financial Services Utica, New York	$3.22M	-$23.8K	1	0.83%	Reduced
409	OCM Oakwood Capital Management Los Angeles, California	$3.2M	+$23.1K	1	0.88%	Increased
410	Evergreen Capital Management Bellevue, Washington	$3.17M	+$3.18M	1	0.7%	New
411	SC Skylands Capital Milwaukee, Wisconsin	$3.12M	-$139K	1	0.32%	Reduced
412	Scout Investments Kansas City, Missouri	$3.1M	-$73.1K	1	0.05%	Reduced
413	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.08M	-$612	1	1.19%	Reduced
414	LPU Lansdowne Partners (UK) London, United Kingdom	$3.08M	+$3.08M	1	0.03%	New
415	Balyasny Asset Management Chicago, Illinois	$3.07M	-$58.7M	1	0.02%	Reduced
416	Norinchukin Bank Tokyo, Japan	$3.07M	+$11.8K	1	0.07%	Increased
417	JAM JCIC Asset Management Toronto, Ontario, Canada	$3.03M	-$36K	1	0.55%	Reduced
418	WIS Wright Investors Service Shelton, Connecticut	$3.03M	+$1.94M	2	1.46%	Increased
419	GE General Electric Evendale, Ohio	$3.01M	-$4.82M	1	0.01%	Reduced
420	MCM Marathon Capital Management Hunt Valley, Maryland	$3.01M	-$92.6K	1	1.33%	Reduced
421	SAM Securian Asset Management St Paul, Minnesota	$3.01M	+$87.4K	1	0.09%	Increased
422	Livforsakringsbolaget Skandia Stockholm, Sweden	$3M	-$65.4K	1	0.15%	Reduced
423	CA Callahan Advisors Houston, Texas	$2.98M	+$125K	1	0.87%	Increased
424	TA Teton Advisors Rye, New York	$2.98M	$0	2	0.2%	Maintained
425	OA OFI Advisors Philadelphia, Pennsylvania	$2.95M	+$451K	4	0.17%	Increased