← 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
501	Congress Asset Management Boston, Massachusetts	$2.13M	-$1.21M	1	0.06%	Reduced
502	DC Deere & Company Moline, Illinois	$2.1M	+$54.2K	2	0.11%	Increased
503	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.07M	+$2M	1	0.77%	New
504	SC Spitfire Capital Mill Valley, California	$2.04M	+$1.97M	1	1.38%	New
505	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.04M	+$62.8K	1	0.24%	Increased
506	Profund Advisors Bethesda, Maryland	$2.03M	+$552K	3	0.09%	Increased
507	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.01M	+$356K	1	0.11%	Increased
508	Zurich Cantonal Bank Zurich, Switzerland	$2.01M	-$2.54M	1	0.07%	Reduced
509	SCA Secor Capital Advisors New York	$2M	+$1.93M	2	0.8%	New
510	FM Forward Management San Francisco, California	$1.98M	+$854	1	0.12%	Increased
511	SWK Stephen W. Kidder	$1.94M	$0	1	1.33%	Maintained
512	Daiwa Capital Markets America New York	$1.93M	+$1.8M	1	0.02%	New
513	Daiwa Securities Group Tokyo, Japan	$1.93M	-$128K	1	0.02%	Reduced
514	Nikko Asset Management Americas New York	$1.92M	+$470K	1	0.07%	Increased
515	Coldstream Capital Management Bellevue, Washington	$1.92M	+$213	1	0.62%	Increased
516	Smithfield Trust Pittsburgh, Pennsylvania	$1.9M	-$55.8K	2	0.38%	Reduced
517	MCC Mid Continent Capital Chicago, Illinois	$1.87M	$0	1	0.12%	Maintained
518	PG Portola Group San Jose, California	$1.86M	+$1.45M	1	1.2%	Increased
519	Ladenburg Thalmann Financial Services Miami, Florida	$1.85M	-$45.2K	3	0.06%	Reduced
520	EIM Essex Investment Management Boston, Massachusetts	$1.85M	+$1.73M	1	0.26%	New
521	BT Beacon Trust Morristown, New Jersey	$1.83M	+$1.71M	1	0.32%	New
522	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.8M	-$147K	1	0.43%	Reduced
523	Bank of Nova Scotia Toronto, Ontario, Canada	$1.78M	+$1.25M	2	0.01%	Increased
524	Ameritas Investment Partners Lincoln, Nebraska	$1.76M	+$932K	1	0.14%	Increased
525	Hermes Investment Management London Uk, United Kingdom	$1.75M	$0	1	0.05%	Maintained