← 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
ClearBridge Investments
ClearBridge Investments
New York
$2.73M -$65.8K 1 0% Reduced
402
MCM
Marathon Capital Management
Maryland
$2.72M -$48K 1 1.3% Reduced
403
GIA
Gargoyle Investment Advisor
New Jersey
$2.72M +$17.6K 1 1.06% Increased
404
SW
SVB Wealth
Massachusetts
$2.71M -$63.1K 1 0.11% Reduced
405
HCA
Horan Capital Advisors
Ohio
$2.71M -$656 1 2.02% Reduced
406
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$2.7M +$32.8K 1 0.08% Increased
407
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.67M +$2.69M 4 0% New
408
VNA
Valley National Advisers
Pennsylvania
$2.63M +$1.98M 2 1.21% Increased
409
PMFA
Plante Moran Financial Advisors
Michigan
$2.63M +$33.7K 1 1.64% Increased
410
Capital Investment Advisors
Capital Investment Advisors
Georgia
$2.62M +$2.21M 1 0.22% Increased
411
RCM
Riverhead Capital Management
Delaware
$2.61M +$918K 3 0.16% Increased
412
ACM
Ativo Capital Management
Illinois
$2.58M $0 1 0.61% Maintained
413
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$2.57M -$372K 3 0.12% Reduced
414
Boston Financial Management
Boston Financial Management
Massachusetts
$2.52M +$22.1K 1 0.2% Increased
415
BWM
Braver Wealth Management
Massachusetts
$2.52M +$84.1K 1 0.41% Increased
416
Eastern Bank
Eastern Bank
Massachusetts
$2.51M +$16.5K 1 0.2% Increased
417
FAB
First American Bank
Illinois
$2.5M -$67.6K 1 0.21% Reduced
418
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$2.47M +$794K 1 0.41% Increased
419
SCA
Stonebridge Capital Advisors
Minnesota
$2.46M -$168K 1 0.73% Reduced
420
Scout Investments
Scout Investments
Missouri
$2.46M -$50.6K 1 0.07% Reduced
421
Sterling Capital Management
Sterling Capital Management
North Carolina
$2.46M -$5.19M 2 0.02% Reduced
422
ERIM
Eagle Ridge Investment Management
Connecticut
$2.42M +$117K 1 0.5% Increased
423
LM
Lincluden Management
Ontario, Canada
$2.42M -$593K 1 0.26% Reduced
424
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$2.42M +$3.67K 1 0.34% Increased
425
SCM
Stellar Capital Management
Arizona
$2.41M +$2.36M 1 1.98% New