← 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
WC
Westhampton Capital
North Carolina
$2.48M +$2.41M 1 2.09% New
502
LCP
Legacy Capital Partners
Wisconsin
$2.47M -$75.3K 1 1.1% Reduced
503
LM
Lincluden Management
Ontario, Canada
$2.44M -$709K 1 0.16% Reduced
504
FM
Foster & Motley
Ohio
$2.42M +$130K 1 0.34% Increased
505
NEI
Northwest & Ethical Investments
Ontario, Canada
$2.4M -$11K 1 0.12% Reduced
506
NA
Navellier & Associates
Nevada
$2.39M -$16.9K 1 0.37% Reduced
507
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.39M +$5.28K 2 0.04% Increased
508
RNC Capital Management
RNC Capital Management
California
$2.38M -$66.8K 1 0.17% Reduced
509
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$2.38M +$106K 1 0.35% Increased
510
MCM
Marathon Capital Management
Maryland
$2.38M +$128K 1 0.97% Increased
511
Advisory Services Network
Advisory Services Network
Georgia
$2.37M -$21.4K 6 0.15% Reduced
512
CIP
Convergence Investment Partners
Florida
$2.35M +$5.02K 1 0.57% Increased
513
NFG
Next Financial Group
Texas
$2.34M +$2.22M 4 0.25% Increased
514
Verition Fund Management
Verition Fund Management
Connecticut
$2.34M -$1.37M 2 0.07% Reduced
515
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33M +$564K 5 0.03% Increased
516
PAI
Pittenger & Anderson Inc
Nebraska
$2.31M +$12.9K 1 0.17% Increased
517
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$2.3M -$1.92M 2 0.03% Reduced
518
Shelton Capital Management
Shelton Capital Management
Colorado
$2.3M +$2.18M 3 0.13% Increased
519
BBI
Baxter Bros Inc
Connecticut
$2.29M -$26.3K 1 0.52% Reduced
520
DWT
Dorsey & Whitney Trust
South Dakota
$2.27M -$183K 1 0.35% Reduced
521
TNBTD
Trustmark National Bank Trust Department
Mississippi
$2.27M +$166K 1 0.22% Increased
522
Atria Investments
Atria Investments
North Carolina
$2.26M +$1.94M 2 0.08% Increased
523
QI
Quilter Investors
United Kingdom
$2.26M -$2.44M 1 2.17% Reduced
524
PPCM
Pillar Pacific Capital Management
California
$2.25M -$1.26M 1 0.25% Reduced
525
MML Investors Services
MML Investors Services
Massachusetts
$2.24M +$397K 2 0.03% Increased