← 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
426
Curi RMB Capital
Curi RMB Capital
Illinois
$2.08M -$867K 1 0.11% Reduced
427
FC
FCA Corp
Texas
$2.07M +$6.13K 1 1.06% Increased
428
VNA
Valley National Advisers
Pennsylvania
$2.06M +$9.02K 2 1.07% Increased
429
SIM
Sentry Investment Management
Wisconsin
$2.03M $0 1 0.09% Maintained
430
MAP
Moody Aldrich Partners
Massachusetts
$2.02M +$1.25M 1 1.67% Increased
431
HL
HeadInvest LLC
Maine
$2M -$380K 2 0.76% Reduced
432
RNC Capital Management
RNC Capital Management
California
$1.99M -$38.8K 1 0.19% Reduced
433
SCM
Stellar Capital Management
Arizona
$1.97M +$41.1K 1 2.15% Increased
434
FPFS
First Personal Financial Services
North Carolina
$1.96M +$1.65M 2 0.67% Increased
435
GIP
Granite Investment Partners
California
$1.94M +$74.4K 1 0.15% Increased
436
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$1.92M +$912K 1 0.11% Increased
437
WhitTier Trust Company
WhitTier Trust Company
Nevada
$1.92M -$68.6K 2 0.22% Reduced
438
PIM
Progressive Investment Management
Oregon
$1.91M +$22.3K 2 1.85% Increased
439
SCA
Sippican Capital Advisors
Massachusetts
$1.91M -$8.6K 1 2.28% Reduced
440
DC
Deere & Company
Illinois
$1.91M -$2.75M 2 0.1% Reduced
441
BOCM
Bontempo Ohly Capital Management
Maryland
$1.9M -$39.6K 1 1.64% Reduced
442
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.9M -$715K 1 0.03% Reduced
443
Balentine LLC
Balentine LLC
Georgia
$1.89M -$3.43K 3 0.37% Reduced
444
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$1.89M +$39K 1 1.12% Increased
445
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$1.89M -$78.3K 1 2.23% Reduced
446
DVM
Dreman Value Management
Florida
$1.87M -$20.7K 2 1.16% Reduced
447
B
BancorpSouth
Mississippi
$1.84M +$81K 1 0.21% Increased
448
OIM
Opus Investment Management
Massachusetts
$1.83M -$2.52M 1 0.32% Reduced
449
MDCM
Morgan Dempsey Capital Management
Wisconsin
$1.83M -$42.7K 2 0.62% Reduced
450
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$1.79M -$26.7K 1 1.48% Reduced