← 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	Sumitomo Life Insurance Tokyo, Japan	$2.48M	-$268K	1	0.27%	Reduced
452	Coastline Trust Providence, Rhode Island	$2.47M	+$51.3K	1	0.51%	Increased
453	O'Shaughnessy Asset Management Stamford, Connecticut	$2.46M	+$2.38M	1	0.05%	Increased
454	Old Mission Capital Chicago, Illinois	$2.46M	+$2.39M	1	0.58%	New
455	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.43M	+$136K	1	0.03%	Increased
456	PRC Platte River Capital Denver, Colorado	$2.42M	$0	1	1.09%	Maintained
457	Perpetual Ltd Sydney, New South Wales, Australia	$2.42M	-$5.66M	1	0.27%	Reduced
458	OI Oakbrook Investments Lisle, Illinois	$2.4M	+$1.4M	1	0.13%	Increased
459	SCM Stellar Capital Management Phoenix, Arizona	$2.38M	+$226K	1	2.32%	Increased
460	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.38M	+$313K	1	0.28%	Increased
461	EIM Emerson Investment Management Boston, Massachusetts	$2.36M	+$30.4K	1	0.43%	Increased
462	NAP New Amsterdam Partners New York	$2.34M	+$2.11M	1	0.19%	New
463	LG Laidlaw Group Bedford Hills, New York	$2.34M	+$10.5K	1	1.11%	Increased
464	Lebenthal Holdings New York	$2.34M	+$1.88M	2	0.55%	Increased
465	Scotia Capital Toronto, Ontario, Canada	$2.33M	+$254K	2	0.06%	Increased
466	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.33M	-$64.6K	1	2.4%	Reduced
467	Carret Asset Management New York	$2.29M	-$70K	1	0.45%	Reduced
468	Nippon Life Insurance Tokyo, Japan	$2.29M	-$4.76K	1	0.06%	Reduced
469	AssetMark Inc Concord, California	$2.28M	+$2.28M	1	0.05%	Increased
470	SCA Sippican Capital Advisors Boston, Massachusetts	$2.27M	+$3.2K	1	2.31%	Increased
471	CC Cipher Capital New York	$2.26M	+$1.47M	1	0.37%	Increased
472	Stanley-Laman Group Berwyn, Pennsylvania	$2.24M	-$59.2K	2	0.41%	Reduced
473	FAM Fiduciary Asset Management St. Louis, Missouri	$2.24M	$0	1	0.38%	Maintained
474	BB&T Securities Richmond, Virginia	$2.18M	-$238K	1	0.05%	Reduced
475	Stratos Wealth Partners Beachwood, Ohio	$2.18M	+$1.22M	1	0.26%	Increased