← 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
576	CC ClearArc Capital Cincinnati, Ohio	$1.3M	-$1.22M	1	0.32%	Reduced
577	Acadian Asset Management Boston, Massachusetts	$1.3M	-$106K	1	0.01%	Reduced
578	MIU Man Investments (UK) London, United Kingdom	$1.3M	+$763K	1	0.11%	Increased
579	HL Financial Services Louisville, Kentucky	$1.28M	-$10.7K	3	0.04%	Reduced
580	Scotia Capital Toronto, Ontario, Canada	$1.28M	+$396K	2	0.03%	Increased
581	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.28M	-$23.5K	1	1.27%	Reduced
582	FCM Firsthand Capital Management San Jose, California	$1.26M	+$509K	1	0.59%	Increased
583	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.25M	$0	1	0.17%	Maintained
584	First Manhattan New York	$1.25M	+$34.2K	4	0.01%	Increased
585	WA Winfield Associates Cleveland, Ohio	$1.25M	+$15.8K	1	1.03%	Increased
586	AAM Azzad Asset Management Falls Church, Virginia	$1.25M	+$65.5K	2	0.82%	Increased
587	HA Hamel Associates Chatham, New Jersey	$1.25M	+$1.23M	1	0.86%	New
588	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.24M	+$104K	1	0.97%	Increased
589	Stephens Inc Little Rock, Arkansas	$1.24M	+$54.6K	1	0.07%	Increased
590	DCM Dynamic Capital Management St. Helier, Jersey	$1.24M	+$167K	1	0.4%	Increased
591	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.23M	-$30.7K	1	0.22%	Reduced
592	CK Carnick & Kubik Colorado Springs, Colorado	$1.23M	+$1.2M	1	1.17%	New
593	Cornerstone Investment Partners Atlanta, Georgia	$1.21M	-$45.3K	1	0.01%	Reduced
594	FMB Field & Main Bank Henderson, Kentucky	$1.21M	-$7.37K	1	1.17%	Reduced
595	IIM Ironwood Investment Management Boston, Massachusetts	$1.2M	-$93.5K	1	0.17%	Reduced
596	GHA GW Henssler & Associates Kennesaw, Georgia	$1.19M	+$52.8K	1	0.14%	Increased
597	SouthState Corp Winter Haven, Florida	$1.19M	-$104K	2	0.19%	Reduced
598	Beck Mack & Oliver New York	$1.19M	$0	2	0.03%	Maintained
599	D.E. Shaw & Co New York	$1.19M	+$411K	2	0%	Increased
600	BAC Boys Arnold & Co Asheville, North Carolina	$1.17M	+$897K	1	0.21%	Increased