← 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	Donaldson Capital Management Evansville, Indiana	$2.83M	+$154K	1	0.55%	Increased
452	Nippon Life Insurance Tokyo, Japan	$2.83M	-$60.8K	1	0.08%	Reduced
453	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.83M	+$552K	1	0.39%	Increased
454	KAM Keeley Asset Management Chicago, Illinois	$2.82M	+$4.27K	1	0.05%	Increased
455	Virtu KCG Holdings New York	$2.79M	-$2M	3	0.03%	Reduced
456	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$2.77M	-$996K	1	1.19%	Reduced
457	Brown Brothers Harriman & Co New York	$2.76M	+$1.28M	1	0.01%	Increased
458	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$2.75M	+$203K	1	1.7%	Increased
459	Norinchukin Bank Tokyo, Japan	$2.72M	-$5.41K	1	0.07%	Reduced
460	AWP Ascent Wealth Partners New Hartford, New York	$2.71M	+$2.54M	1	1.92%	New
461	Advisors Capital Management Ridgewood, New Jersey	$2.71M	+$334K	1	0.46%	Increased
462	MBE Michael B. Elefante	$2.7M	-$126K	2	1.25%	Reduced
463	GF Gerry Farber New York	$2.7M	+$1.81M	1	2.69%	Increased
464	LG Laidlaw Group Bedford Hills, New York	$2.69M	+$8.22K	1	1.44%	Increased
465	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.69M	+$2.52M	2	2.58%	New
466	Prudential plc London, England, United Kingdom	$2.69M	+$123K	1	0.01%	Increased
467	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.66M	-$1.64K	1	0.2%	Reduced
468	SCM Signia Capital Management Spokane, Washington	$2.63M	-$657K	1	0.98%	Reduced
469	IIM Ipswich Investment Management Beverly, Massachusetts	$2.63M	+$77.2K	1	1.1%	Increased
470	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$2.61M	+$2.49K	1	0.84%	Increased
471	CC ClearArc Capital Cincinnati, Ohio	$2.58M	-$646K	1	0.67%	Reduced
472	SIG Schooner Investment Group Wayne, Pennsylvania	$2.57M	+$285K	1	0.79%	Increased
473	RC Riversville Capital Greenwich, Connecticut	$2.56M	+$253K	1	1.43%	Increased
474	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.51M	+$314K	1	0.09%	Increased
475	FSC Fiduciary Services Corp Savannah, Georgia	$2.5M	+$10.7K	1	1%	Increased