← 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
526	Synovus Financial Columbus, Georgia	$13.9M	+$1.31M	2	0.18%	Increased
527	WTFG Wells Trecaso Financial Group Akron, Ohio	$13.9M	+$52.3K	1	4.64%	Increased
528	AF Alerus Financial Grand Forks, North Dakota	$13.9M	-$1.01M	1	1.11%	Reduced
529	Hudson Bay Capital Management Stamford, Connecticut	$13.8M	-$17.3M	3	0.04%	Reduced
530	FNT First Nebraska Trust Lincoln, Nebraska	$13.8M	+$653K	1	1.36%	Increased
531	FAB First American Bank Dundee, Illinois	$13.7M	-$39.5K	1	1.02%	Reduced
532	GIM Goelzer Investment Management Carmel, Indiana	$13.7M	-$2.24M	1	0.79%	Reduced
533	KC Kadensa Capital Central, Hong Kong	$13.7M	+$15.7M	2	1.7%	New
534	MSR Main Street Research Lakeville, Connecticut	$13.6M	+$15.5M	1	0.89%	New
535	Jennison Associates New York	$13.5M	-$1.34B	2	0.01%	Reduced
536	Park National Corp Newark, Ohio	$13.5M	+$13.9M	2	0.5%	Increased
537	Sit Investment Associates Minneapolis, Minnesota	$13.4M	+$3.23M	2	0.31%	Increased
538	Clearstead Advisors Cleveland, Ohio	$13.4M	+$184K	5	0.21%	Increased
539	Illinois Municipal Retirement Fund Oak Brook, Illinois	$13.4M	+$882K	5	0.19%	Increased
540	Merit Financial Group Alpharetta, Georgia	$13.3M	+$1.6M	4	0.2%	Increased
541	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$13.2M	-$664K	3	0.53%	Reduced
542	Carson Wealth (CWM LLC) Omaha, Nebraska	$13.2M	+$3.79M	6	0.05%	Increased
543	FSA Franklin Street Advisors Chapel Hill, North Carolina	$13.1M	+$316K	1	0.93%	Increased
544	BFIM Beese Fulmer Investment Management Canton, Ohio	$13.1M	+$1.05M	2	1.12%	Increased
545	CTA Colonial Trust Advisors Spartanburg, South Carolina	$13M	+$777K	2	1.16%	Increased
546	Oppenheimer Asset Management New York	$13M	-$956K	4	0.16%	Reduced
547	Kentucky Retirement Systems Frankfort, Kentucky	$13M	-$223K	2	0.4%	Reduced
548	Cannell & Spears New York	$13M	+$15M	3	0.28%	Increased
549	SC Shellback Capital Boston, Massachusetts	$13M	+$14.8M	1	1.26%	New
550	AGAM Avalon Global Asset Management San Francisco, California	$12.9M	+$778K	1	1.81%	Increased