← 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	OF Outfitter Financial Brunswick, Maine	$2.64M	+$96.4K	2	2.17%	Increased
552	Davenport & Co Richmond, Virginia	$2.64M	-$54.7K	1	0.02%	Reduced
553	SC Sawyer & Company Boston, Massachusetts	$2.63M	-$66.6K	1	1.31%	Reduced
554	SP SWS Partners Columbus, Ohio	$2.63M	-$71.3K	1	1.81%	Reduced
555	FIM Fruth Investment Management Houston, Texas	$2.62M	-$27.1K	1	0.82%	Reduced
556	Sumitomo Life Insurance Tokyo, Japan	$2.6M	-$118K	1	0.1%	Reduced
557	Alyeska Investment Group Chicago, Illinois	$2.6M	-$1.31M	1	0.03%	Reduced
558	CCT Capital City Trust Tallahassee, Florida	$2.6M	+$29.9K	1	0.83%	Increased
559	MAM Marketfield Asset Management New York	$2.59M	-$86.5K	1	1.74%	Reduced
560	PP Paloma Partners Greenwich, Connecticut	$2.58M	+$822K	2	0.05%	Increased
561	MUFG Americas New York	$2.58M	-$141K	1	0.05%	Reduced
562	FRA Front Row Advisors Tiburon, California	$2.57M	+$58K	2	1.24%	Increased
563	FIA FNY Investment Advisers New York	$2.56M	+$2.28M	1	0.96%	Increased
564	Central Trust Company Jefferson City, Missouri	$2.56M	-$17.7K	3	0.1%	Reduced
565	LD Lipe & Dalton Syracuse, New York	$2.55M	-$645	1	1.41%	Reduced
566	Scotia Capital Toronto, Ontario, Canada	$2.55M	+$6.46K	2	0.02%	Increased
567	Covington Capital Management Los Angeles, California	$2.52M	+$1.5M	3	0.11%	Increased
568	JGUA John G. Ullman & Associates Corning, New York	$2.52M	-$216K	1	0.34%	Reduced
569	DCM Dean Capital Management Overland Park, Kansas	$2.49M	-$673K	1	1.68%	Reduced
570	RSC Red Spruce Capital Berwyn, Pennsylvania	$2.49M	$0	1	1.58%	Maintained
571	LCS Levin Capital Strategies New York	$2.48M	+$15.2K	1	0.26%	Increased
572	CCM Compton Capital Management Providence, Rhode Island	$2.47M	$0	1	0.77%	Maintained
573	DAC Dividend Assets Capital Ridgeland, South Carolina	$2.45M	+$1.49M	2	0.47%	Increased
574	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.44M	+$59.8K	2	0.03%	Increased
575	Vestmark Advisory Solutions Wakefield, Massachusetts	$2.44M	-$75.9K	2	0.22%	Reduced