← 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	Capital Fund Management (CFM) Paris, France	$2.73M	+$2.68M	2	0.03%	New
452	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.72M	-$169K	1	0.09%	Reduced
453	BCM Bourgeon Capital Management Darien, Connecticut	$2.71M	+$368K	1	1.71%	Increased
454	AWP Ascent Wealth Partners New Hartford, New York	$2.71M	+$30.2K	1	1.86%	Increased
455	LG Laidlaw Group Bedford Hills, New York	$2.68M	+$59.9K	1	1.4%	Increased
456	Martingale Asset Management Boston, Massachusetts	$2.66M	+$633K	2	0.09%	Increased
457	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.64M	+$16.9K	1	0.22%	Increased
458	CC Colrain Capital Boston, Massachusetts	$2.63M	+$2.58M	1	0.2%	New
459	AR Advisory Research Chicago, Illinois	$2.63M	+$1.25M	2	0.03%	Increased
460	Advisors Capital Management Ridgewood, New Jersey	$2.62M	-$51.3K	1	0.4%	Reduced
461	Driehaus Capital Management Chicago, Illinois	$2.61M	-$11.4M	1	0.08%	Reduced
462	MBE Michael B. Elefante	$2.6M	-$25.4K	2	1.13%	Reduced
463	Nippon Life Insurance Tokyo, Japan	$2.59M	-$199K	1	0.07%	Reduced
464	KAM Keeley Asset Management Chicago, Illinois	$2.59M	-$189K	1	0.04%	Reduced
465	IIM Ipswich Investment Management Beverly, Massachusetts	$2.59M	+$32.6K	1	1.11%	Increased
466	Sculptor Capital New York	$2.56M	-$657K	1	0.01%	Reduced
467	SCM Signia Capital Management Spokane, Washington	$2.55M	+$776	1	0.92%	Increased
468	JIR James Investment Research Alpha, Ohio	$2.54M	-$5.65M	1	0.08%	Reduced
469	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$2.51M	-$21.6K	1	0.79%	Reduced
470	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.51M	-$117K	2	2.37%	Reduced
471	CI Global Investments Oakland, California	$2.48M	+$2.43M	1	0.07%	New
472	FHC First Houston Capital Houston, Texas	$2.43M	+$14.7K	1	2.38%	Increased
473	SCM Stellar Capital Management Phoenix, Arizona	$2.4M	-$25.8K	1	2.69%	Reduced
474	CAD Craig A. Drill	$2.37M	+$2.33M	1	2.98%	New
475	OA OFI Advisors Philadelphia, Pennsylvania	$2.35M	+$189K	4	0.18%	Increased