← 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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.5M +$2.36M 2 0.02% Increased
452
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$3.5M +$413K 1 0.27% Increased
453
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$3.47M -$16.3M 1 0.15% Reduced
454
CAM
Carret Asset Management
New York
$3.47M -$29.9K 1 0.53% Reduced
455
Cerity Partners
Cerity Partners
New York
$3.45M -$106K 2 0.24% Reduced
456
PAI
Pittenger & Anderson Inc
Nebraska
$3.45M +$49.1K 2 0.27% Increased
457
HPIA
Hamilton Point Investment Advisors
North Carolina
$3.44M +$16.8K 1 1.61% Increased
458
MCIM
Meadow Creek Investment Management
Georgia
$3.44M -$1.6M 3 0.07% Reduced
459
BAM
Bruderman Asset Management
New York
$3.42M +$3.19M 1 0.79% Increased
460
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.4M -$799K 2 0.05% Reduced
461
CM
Crestline Management
Texas
$3.37M +$1.71M 1 0.31% Increased
462
Gratus Capital
Gratus Capital
Georgia
$3.35M -$75.2K 1 0.46% Reduced
463
ISB
Iowa State Bank
Iowa
$3.33M -$59.9K 1 1.48% Reduced
464
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$3.32M +$3.38M 1 0.04% New
465
EFEM
Eos Focused Equity Management
New York
$3.29M -$594K 1 3.96% Reduced
466
Atria Investments
Atria Investments
North Carolina
$3.28M -$625K 2 0.13% Reduced
467
SCM
Stellar Capital Management
Arizona
$3.23M -$56.1K 1 2.07% Reduced
468
Scout Investments
Scout Investments
Missouri
$3.22M +$134K 1 0.07% Increased
469
CA
Callahan Advisors
Texas
$3.2M +$403K 1 0.59% Increased
470
GHCM
Glen Harbor Capital Management
California
$3.19M -$905K 4 0.06% Reduced
471
PWLP
Prio Wealth Limited Partnership
Massachusetts
$3.17M $0 1 0.14% Maintained
472
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$3.14M -$152K 1 0.5% Reduced
473
SLA
Silver Lake Advisory
Utah
$3.13M +$2.95M 1 1.9% New
474
SFPIA
Stevens First Principles Investment Advisors
California
$3.12M +$631K 2 1.79% Increased
475
QIM
Quantitative Investment Management
Virginia
$3.12M +$2.94M 1 0.11% New