← 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
551	ZCM Zebra Capital Management Stamford, Connecticut	$1.5M	+$719K	2	0.58%	Increased
552	CCM Compton Capital Management Providence, Rhode Island	$1.48M	-$14.2K	1	0.8%	Reduced
553	CIC Cornercap Investment Counsel Atlanta, Georgia	$1.48M	-$34.3K	1	0.27%	Reduced
554	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.47M	+$14.8K	1	0.17%	Increased
555	PCM Piermont Capital Management St. Louis, Missouri	$1.47M	+$229K	1	0.57%	Increased
556	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.46M	+$1.12M	1	0.15%	Increased
557	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.44M	-$18.6K	1	0.29%	Reduced
558	Meiji Yasuda Life Insurance Tokyo, Japan	$1.44M	+$242K	1	0.23%	Increased
559	MIM Midwest Investment Management Cleveland, Ohio	$1.43M	-$28.6K	1	1.04%	Reduced
560	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.43M	$0	1	1.33%	Maintained
561	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.42M	-$11.1K	3	0.01%	Reduced
562	CC Curian Capital Denver, Colorado	$1.42M	-$297	1	0.02%	Reduced
563	BCA Benchmark Capital Advisors New York	$1.41M	-$9.28K	1	0.88%	Reduced
564	WIS Wright Investors Service Shelton, Connecticut	$1.41M	-$10.3K	2	0.64%	Reduced
565	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.41M	+$132K	1	1.14%	Increased
566	CAM Carret Asset Management New York	$1.4M	-$4.96K	1	0.27%	Reduced
567	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.38M	-$37.2K	1	0.69%	Reduced
568	Andra AP-fonden Goteborg, Sweden	$1.37M	-$3.09M	1	0.03%	Reduced
569	QS Investors New York	$1.37M	+$572K	1	0.04%	Increased
570	IIM Ipswich Investment Management Beverly, Massachusetts	$1.37M	-$990K	1	0.53%	Reduced
571	AssetMark Inc Concord, California	$1.36M	-$1.43M	1	0.03%	Reduced
572	MAM Mizuho Asset Management Tokyo, Japan	$1.36M	+$11.5K	1	0.3%	Increased
573	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.34M	$0	2	0.36%	Maintained
574	HHC Hutchin Hill Capital New York	$1.33M	+$1.23M	1	0.06%	New
575	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.33M	+$661K	2	0%	Increased