← 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
451	CAM Cubic Asset Management Boston, Massachusetts	$2.6M	-$15.1K	1	0.84%	Reduced
452	SC Skylands Capital Milwaukee, Wisconsin	$2.6M	-$175K	1	0.29%	Reduced
453	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$2.58M	+$2.46M	1	1.38%	New
454	KAM Keeley Asset Management Chicago, Illinois	$2.55M	-$68.5K	1	0.05%	Reduced
455	MBE Michael B. Elefante	$2.52M	-$15.8K	1	1.26%	Reduced
456	SAM Sentinel Asset Management Montpelier, Vermont	$2.52M	+$237K	1	0.05%	Increased
457	Norinchukin Bank Tokyo, Japan	$2.46M	+$95K	1	0.07%	Increased
458	Donaldson Capital Management Evansville, Indiana	$2.41M	+$223K	1	0.51%	Increased
459	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.41M	+$530K	1	0.2%	Increased
460	LG Laidlaw Group Bedford Hills, New York	$2.38M	-$221K	1	1.37%	Reduced
461	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.33M	$0	1	0.02%	Maintained
462	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$2.31M	-$4.51K	1	0.86%	Reduced
463	Prudential plc London, England, United Kingdom	$2.31M	+$255K	1	0.01%	Increased
464	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.31M	-$158K	1	0.88%	Reduced
465	LMF LMR Master Fund Grand Cayman, Cayman Islands	$2.3M	-$3.56M	1	0.44%	Reduced
466	IIM Ipswich Investment Management Beverly, Massachusetts	$2.26M	+$9.58K	1	1.02%	Increased
467	FSC Fiduciary Services Corp Savannah, Georgia	$2.25M	-$20.5K	1	1%	Reduced
468	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$2.25M	-$28K	1	1.74%	Reduced
469	Wilmington Trust National Association Wilmington, Delaware	$2.23M	+$167K	2	0.09%	Increased
470	BB&T Securities Richmond, Virginia	$2.22M	+$192K	1	0.07%	Increased
471	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.21M	-$5.05M	1	0.04%	Reduced
472	CT Coastline Trust Providence, Rhode Island	$2.17M	+$14.8K	1	0.64%	Increased
473	NIMC NWQ Investment Management Company Los Angeles, California	$2.15M	+$11.3K	1	0.02%	Increased
474	SCG Strategic Capital Group Gig Harbor, Washington	$2.13M	+$2.08M	1	0.8%	New
475	FHC First Houston Capital Houston, Texas	$2.12M	+$2.07M	1	2.29%	New