← 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	MIS Morningstar Investment Services Chicago, Illinois	$2.49M	+$456K	2	0.19%	Increased
477	SCM Stellar Capital Management Phoenix, Arizona	$2.46M	+$2.3M	1	2.63%	New
478	FHC First Houston Capital Houston, Texas	$2.45M	+$96K	1	2.4%	Increased
479	SC Skylands Capital Milwaukee, Wisconsin	$2.43M	-$416K	1	0.26%	Reduced
480	Cambridge Investment Research Advisors Fairfield, Iowa	$2.42M	+$73K	2	0.1%	Increased
481	CT Coastline Trust Providence, Rhode Island	$2.4M	$0	1	0.65%	Maintained
482	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$2.39M	+$2.3M	1	0.64%	New
483	Wilmington Trust National Association Wilmington, Delaware	$2.38M	-$97.1K	2	0.09%	Reduced
484	BCM Bourgeon Capital Management Darien, Connecticut	$2.37M	+$1.62M	1	1.52%	Increased
485	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.36M	-$104K	1	0.02%	Reduced
486	BCB Brian C. Broderick	$2.36M	-$19.5K	2	1.17%	Reduced
487	Martingale Asset Management Boston, Massachusetts	$2.33M	+$1.04M	2	0.08%	Increased
488	GAM Garrison Asset Management Fayetteville, Arkansas	$2.31M	-$44.9K	1	1.88%	Reduced
489	MJP Michael J. Puzo	$2.3M	+$126K	2	1.68%	Increased
490	Andra AP-fonden Goteborg, Sweden	$2.3M	+$221K	1	0.05%	Increased
491	Foresters Investment Management New York	$2.28M	$0	1	0.05%	Maintained
492	EULAV Asset Management Sarasota, Florida	$2.26M	-$1.6M	1	0.12%	Reduced
493	AMI Amica Mutual Insurance Providence, Rhode Island	$2.25M	$0	1	0.18%	Maintained
494	NIMC NWQ Investment Management Company Los Angeles, California	$2.25M	-$119K	1	0.02%	Reduced
495	WCF West Coast Financial Santa Barbara, California	$2.24M	+$6.52K	1	1.16%	Increased
496	OA OFI Advisors Philadelphia, Pennsylvania	$2.24M	+$278K	4	0.18%	Increased
497	NSIM North Star Investment Management Chicago, Illinois	$2.23M	+$216K	1	0.48%	Increased
498	Ancora Advisors Cleveland, Ohio	$2.18M	+$235K	2	0.33%	Increased
499	NAM NorthCoast Asset Management Greenwich, Connecticut	$2.18M	+$2.04M	1	0.14%	New
500	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$2.16M	+$8.49K	2	0.24%	Increased