← 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	WhitTier Trust Company Reno, Nevada	$2.72M	+$824K	2	0.3%	Increased
452	KAM Keeley Asset Management Chicago, Illinois	$2.66M	$0	1	0.05%	Maintained
453	CA Callahan Advisors Houston, Texas	$2.66M	+$999K	1	0.84%	Increased
454	OCM Olstein Capital Management Purchase, New York	$2.65M	-$4.81M	1	0.36%	Reduced
455	Zurich Cantonal Bank Zurich, Switzerland	$2.63M	+$239K	1	0.08%	Increased
456	AR Advisory Research Chicago, Illinois	$2.61M	-$60.7K	2	0.02%	Reduced
457	Wilmington Trust National Association Wilmington, Delaware	$2.61M	+$387K	2	0.09%	Increased
458	FHC First Houston Capital Houston, Texas	$2.6M	+$96.5K	1	2.49%	Increased
459	FSA Franklin Street Advisors Chapel Hill, North Carolina	$2.59M	-$740K	1	0.5%	Reduced
460	SCM Signia Capital Management Spokane, Washington	$2.57M	$0	1	1.15%	Maintained
461	EWM Endurance Wealth Management Providence, Rhode Island	$2.56M	+$256K	1	0.43%	Increased
462	FAM Fiduciary Asset Management St. Louis, Missouri	$2.55M	+$2.45M	1	0.5%	New
463	EI EAM Investors Solana Beach, California	$2.53M	+$2.33M	1	0.48%	New
464	OA OFI Advisors Philadelphia, Pennsylvania	$2.51M	+$15.5K	4	0.18%	Increased
465	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$2.47M	-$22.7M	3	0.07%	Reduced
466	LG Laidlaw Group Bedford Hills, New York	$2.46M	+$73.7K	1	1.22%	Increased
467	TI Turner Investments Berwyn, Pennsylvania	$2.45M	-$2.59M	3	0.11%	Reduced
468	FineMark National Bank & Trust Fort Myers, Florida	$2.44M	+$527K	2	0.41%	Increased
469	CAD Craig A. Drill	$2.44M	$0	1	2.56%	Maintained
470	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.43M	+$2.82K	2	2.22%	Increased
471	SCM Stellar Capital Management Phoenix, Arizona	$2.41M	-$49K	1	2.66%	Reduced
472	BT Beacon Trust Morristown, New Jersey	$2.39M	+$203K	1	0.39%	Increased
473	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.37M	+$2.28M	1	1.38%	New
474	FSC Fiduciary Services Corp Savannah, Georgia	$2.36M	-$42K	1	0.89%	Reduced
475	EIM Emerson Investment Management Boston, Massachusetts	$2.36M	+$2.48M	1	0.46%	New