← 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	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.16M	-$359K	1	0.51%	Reduced
452	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.14M	-$158K	1	0.32%	Reduced
453	Nomura Holdings Tokyo, Japan	$2.13M	+$1.71M	3	0.01%	Increased
454	FAM Fiduciary Asset Management St. Louis, Missouri	$2.09M	$0	1	0.39%	Maintained
455	NSIM North Star Investment Management Chicago, Illinois	$2.09M	+$81.4K	2	0.42%	Increased
456	SCA Sippican Capital Advisors Boston, Massachusetts	$2.06M	+$2.3M	1	2.09%	New
457	MBE Michael B. Elefante	$2.03M	-$265K	1	0.88%	Reduced
458	Williams Jones & Associates New York	$2M	-$26.7M	1	0.09%	Reduced
459	SCM Stellar Capital Management Phoenix, Arizona	$1.99M	+$14.2K	1	2.19%	Increased
460	Bridgewater Associates Westport, Connecticut	$1.99M	+$2.02M	1	0.02%	Increased
461	Ladenburg Thalmann Financial Services Miami, Florida	$1.98M	+$438K	2	0.05%	Increased
462	Moore Capital Management New York	$1.97M	+$1.15M	1	0.05%	Increased
463	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.96M	+$13.1K	1	1.13%	Increased
464	NPA Nichols & Pratt Advisers Boston, Massachusetts	$1.94M	-$1.2M	2	0.17%	Reduced
465	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.93M	+$12.8K	1	0.29%	Increased
466	GAM Garrison Asset Management Fayetteville, Arkansas	$1.93M	-$34.4K	1	1.44%	Reduced
467	Foresters Investment Management New York	$1.9M	$0	1	0.04%	Maintained
468	MJP Michael J. Puzo	$1.9M	+$2.29K	2	1.3%	Increased
469	FSC Fiduciary Services Corp Savannah, Georgia	$1.9M	-$48.5K	1	0.7%	Reduced
470	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.89M	+$622K	2	0.37%	Increased
471	Scotia Capital Toronto, Ontario, Canada	$1.88M	+$93.8K	2	0.04%	Increased
472	AMI Amica Mutual Insurance Providence, Rhode Island	$1.88M	$0	1	0.15%	Maintained
473	PCM Piermont Capital Management St. Louis, Missouri	$1.86M	+$395K	1	0.72%	Increased
474	Raymond James Trust St. Petersburg, Florida	$1.86M	-$80.9K	1	0.21%	Reduced
475	CT Coastline Trust Providence, Rhode Island	$1.86M	-$11.3K	1	0.49%	Reduced