← 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	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$2.02M	-$737K	1	0.01%	Reduced
502	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$2M	-$317K	1	0.35%	Reduced
503	Scotia Capital Toronto, Ontario, Canada	$2M	-$190K	2	0.03%	Reduced
504	DCM Dupont Capital Management Wilmington, Delaware	$1.99M	+$1.48M	2	0.05%	Increased
505	People's United Financial Bridgeport, Connecticut	$1.98M	-$53.3K	1	0.07%	Reduced
506	PK Pflug Koory Omaha, Nebraska	$1.97M	+$427K	3	1.68%	Increased
507	Private Advisor Group Morristown, New Jersey	$1.96M	-$458K	3	0.05%	Reduced
508	RP Rice Partnership Honolulu, Hawaii	$1.94M	+$2.12M	1	1.75%	New
509	BBI Baxter Bros Inc Riverside, Connecticut	$1.94M	-$576K	1	0.53%	Reduced
510	CCPM Cooper Creek Partners Management New York	$1.93M	+$2.4M	1	0.76%	New
511	CAM Cypress Asset Management Houston, Texas	$1.92M	-$66.2K	1	0.72%	Reduced
512	Federated Hermes Pittsburgh, Pennsylvania	$1.92M	-$8.88M	2	0.01%	Reduced
513	Gradient Investments Arden Hills, Minnesota	$1.92M	-$9.03M	4	0.12%	Reduced
514	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.92M	-$779K	2	0.04%	Reduced
515	HBK Investments Dallas, Texas	$1.92M	+$1.29M	1	0.02%	Increased
516	RNC Capital Management Los Angeles, California	$1.91M	-$586K	1	0.14%	Reduced
517	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.91M	-$1.23M	1	0.44%	Reduced
518	Los Angeles Capital Management Los Angeles, California	$1.91M	-$6.22M	3	0.01%	Reduced
519	WesBanco Bank Wheeling, West Virginia	$1.91M	-$1.52M	1	0.11%	Reduced
520	WSCM Wellington Shields Capital Management New York	$1.89M	+$46.3K	1	0.36%	Increased
521	WVP Worth Venture Partners Fort Lee, New Jersey	$1.87M	+$624K	1	1.42%	Increased
522	CCM Cadence Capital Management Boston, Massachusetts	$1.86M	-$2.87M	2	0.19%	Reduced
523	FM Foster & Motley Cincinnati, Ohio	$1.86M	+$329K	1	0.3%	Increased
524	SW SVB Wealth Boston, Massachusetts	$1.86M	-$498K	1	0.08%	Reduced
525	Erste Asset Management Vienna, Austria	$1.83M	+$1.62M	1	0.12%	New