← 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	WBC Westpac Banking Corp Sydney, Australia	$1.94M	+$1.37M	1	0.02%	New
477	NA Navellier & Associates Reno, Nevada	$1.93M	+$344K	1	0.32%	Increased
478	HP Holowesko Partners Nassau, Bahamas	$1.92M	$0	1	0.13%	Maintained
479	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.92M	-$16.7K	1	0.86%	Reduced
480	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.91M	+$69.2K	1	1.16%	Increased
481	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.88M	-$45.6K	1	1.7%	Reduced
482	CIM CenturyLink Investment Management Denver, Colorado	$1.88M	+$1.83M	1	0.64%	New
483	First Allied Advisory Services San Diego, California	$1.87M	+$28.1K	2	0.09%	Increased
484	FP FDO Partners Cambridge, Massachusetts	$1.85M	+$1.81M	1	0.75%	New
485	First National Trust Hermitage, Pennsylvania	$1.85M	+$450K	1	0.26%	Increased
486	Employees Retirement System of Texas Austin, Texas	$1.84M	$0	1	0.03%	Maintained
487	SCA Sippican Capital Advisors Boston, Massachusetts	$1.83M	-$293K	1	1.92%	Reduced
488	NA Neuburgh Advisers Los Angeles, California	$1.83M	+$1.79M	1	0.08%	New
489	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.82M	-$16.8K	1	0.25%	Reduced
490	CIM Cambria Investment Management Manhattan Beach, California	$1.82M	-$21.9K	1	0.76%	Reduced
491	Tocqueville Asset Management New York	$1.8M	+$51.6K	2	0.02%	Increased
492	FHC First Houston Capital Houston, Texas	$1.78M	-$230K	1	1.72%	Reduced
493	HA Heartland Advisors Milwaukee, Wisconsin	$1.78M	-$1.09M	1	0.1%	Reduced
494	Avalon Investment & Advisory Houston, Texas	$1.78M	+$1.13M	1	0.06%	Increased
495	FWSM First Wilshire Securities Management Pasadena, California	$1.76M	-$21.9K	1	0.5%	Reduced
496	MUFG Americas New York	$1.76M	-$506K	4	0.06%	Reduced
497	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.75M	+$20.2K	2	0.14%	Increased
498	Nippon Life Insurance Tokyo, Japan	$1.75M	+$82.3K	1	0.03%	Increased
499	PHS Pekin Hardy Strauss Chicago, Illinois	$1.74M	+$39.4K	1	0.16%	Increased
500	WIS Wright Investors Service Shelton, Connecticut	$1.74M	-$1.61M	2	0.75%	Reduced