← 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
601	VWS Virtus Wealth Solutions Cranford, New Jersey	$23.1M	+$20.2M	1	4.39%	Increased
602	Fort Washington Investment Advisors Cincinnati, Ohio	$22.8M	-$5.46K	2	0.13%	Reduced
603	BFIM Beese Fulmer Investment Management Canton, Ohio	$22.8M	+$214K	2	1.46%	Increased
604	MC Moors & Cabot Boston, Massachusetts	$22.8M	+$503K	2	0.97%	Increased
605	SCM SIR Capital Management New York	$22.7M	-$3.71M	3	2.12%	Reduced
606	Mizuho Securities USA New York	$22.6M	-$4.41M	2	0.53%	Reduced
607	Daymark Wealth Partners Cincinnati, Ohio	$22.5M	+$3.88M	3	0.71%	Increased
608	Generali Asset Management Trieste, Italy	$22.5M	-$55.5K	2	0.47%	Reduced
609	B. Metzler seel. Sohn & Co Frankfurt, Germany	$22.4M	+$5.99M	3	0.21%	Increased
610	Becker Capital Management Portland, Oregon	$22.4M	-$732K	2	0.66%	Reduced
611	Laird Norton Wetherby Trust Company Seattle, Washington	$22.1M	-$253K	3	0.48%	Reduced
612	EFG International Zurich,	$22.1M	+$9.19M	3	0.47%	Increased
613	HCM Hodges Capital Management Dallas, Texas	$22.1M	-$5.39M	1	1.83%	Reduced
614	LSA L & S Advisors Los Angeles, California	$22M	-$1.74M	3	2.77%	Reduced
615	Boston Trust Walden Boston, Massachusetts	$21.9M	+$19.5M	2	0.18%	Increased
616	VHAM Van Hulzen Asset Management El Dorado Hills, California	$21.8M	-$786K	3	1.62%	Reduced
617	Wilmington Savings Fund Society Wilmington, Delaware	$21.7M	-$721K	4	0.52%	Reduced
618	CIA CCM Investment Advisers Columbia, South Carolina	$21.7M	-$289K	1	2.08%	Reduced
619	Prospera Financial Services Dallas, Texas	$21.7M	+$2.86M	3	0.35%	Increased
620	SEM Suncoast Equity Management Tampa, Florida	$21.6M	-$2.85M	1	2.59%	Reduced
621	Moore Capital Management New York	$21.6M	+$19.4M	1	0.44%	Increased
622	JWCA J.W. Cole Advisors Tampa, Florida	$21.5M	-$3.06M	3	0.73%	Reduced
623	Brookstone Capital Management Wheaton, Illinois	$21.4M	+$5.75M	2	0.24%	Increased
624	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$21.3M	-$358K	2	0.68%	Reduced
625	Eagle Capital Management (New York) New York	$21.3M	-$2.74M	1	0.07%	Reduced