← 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
476	Choate Investment Advisors Boston, Massachusetts	$2.12M	-$44.4K	2	0.16%	Reduced
477	Advisors Capital Management Ridgewood, New Jersey	$2.12M	+$321K	1	0.44%	Increased
478	BCB Brian C. Broderick	$2.11M	-$28.1K	1	1.18%	Reduced
479	Cambridge Investment Research Advisors Fairfield, Iowa	$2.11M	+$273K	2	0.09%	Increased
480	GAM Garrison Asset Management Fayetteville, Arkansas	$2.09M	+$20.3K	1	1.83%	Increased
481	SIG Schooner Investment Group Wayne, Pennsylvania	$2.07M	+$2.01M	1	0.75%	New
482	Foresters Investment Management New York	$2.06M	$0	1	0.05%	Maintained
483	AMI Amica Mutual Insurance Providence, Rhode Island	$2.04M	$0	1	0.17%	Maintained
484	RC Riversville Capital Greenwich, Connecticut	$2.03M	$0	1	1.12%	Maintained
485	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.02M	+$262K	1	0.31%	Increased
486	Cornerstone Investment Partners Atlanta, Georgia	$2.02M	-$342K	1	0.03%	Reduced
487	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$2.01M	+$3.07K	2	0.25%	Increased
488	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2M	+$37.3K	2	1.23%	Increased
489	WCF West Coast Financial Santa Barbara, California	$1.98M	+$1.92K	1	1.1%	Increased
490	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.97M	+$404K	1	0.07%	Increased
491	FAM Forty4 Asset Management Chicago, Illinois	$1.96M	-$1.36M	1	0.73%	Reduced
492	MJP Michael J. Puzo	$1.93M	-$13.4K	2	1.61%	Reduced
493	LD Lipe & Dalton Syracuse, New York	$1.89M	-$3.31M	1	1.39%	Reduced
494	Daiwa Securities Group Tokyo, Japan	$1.87M	+$625K	1	0.01%	Increased
495	Andra AP-fonden Goteborg, Sweden	$1.87M	+$517K	1	0.05%	Increased
496	DC Deere & Company Moline, Illinois	$1.83M	-$596K	2	0.1%	Reduced
497	Jacobs Levy Equity Management Florham Park, New Jersey	$1.81M	+$68.8K	2	0.03%	Increased
498	IIM Ironwood Investment Management Boston, Massachusetts	$1.81M	+$42.6K	1	0.28%	Increased
499	MIS Morningstar Investment Services Chicago, Illinois	$1.79M	+$315K	2	0.16%	Increased
500	FM Forward Management San Francisco, California	$1.78M	-$1.74M	1	0.12%	Reduced