← 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
626
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$904K +$17.6K 1 0.01% Increased
627
WIP
Wellesley Investment Partners
Massachusetts
$904K -$34.6K 1 0.37% Reduced
628
WPP
Whalerock Point Partners
Rhode Island
$900K $0 1 0.32% Maintained
629
IB
Intrust Bank
Kansas
$893K -$40.7K 1 0.29% Reduced
630
NB
NBT Bank
New York
$893K -$22K 1 0.14% Reduced
631
Wedbush Securities
Wedbush Securities
California
$883K +$318K 2 0.11% Increased
632
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$868K +$3.77K 1 0.05% Increased
633
DVM
Dreman Value Management
Florida
$867K -$120K 1 0.48% Reduced
634
RHBC
R.H. Bluestein & Co
Michigan
$866K +$120K 1 0.05% Increased
635
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$859K +$844K 1 0.08% New
636
Profund Advisors
Profund Advisors
Maryland
$859K +$88K 1 0.04% Increased
637
ANI
American National Insurance
Texas
$850K $0 1 0.04% Maintained
638
ZF
Zhang Financial
Michigan
$847K +$6.72K 1 0.43% Increased
639
IH
IFC Holdings
Florida
$846K -$7.7K 1 0.06% Reduced
640
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$841K +$149K 1 0.06% Increased
641
SIC
SFE Investment Counsel
California
$837K -$36.6K 1 0.35% Reduced
642
RWA
River Wealth Advisors
Pennsylvania
$836K -$6.79K 1 0.38% Reduced
643
VFA
Voya Financial Advisors
Connecticut
$834K +$64K 2 0.06% Increased
644
Arax Advisory Partners
Arax Advisory Partners
Colorado
$831K -$4.89K 1 0.4% Reduced
645
PG
Patten Group
Tennessee
$830K $0 1 0.34% Maintained
646
Wolverine Asset Management
Wolverine Asset Management
Illinois
$826K -$110K 1 0.01% Reduced
647
SA
Strategic Advisors
New York
$823K -$66.3K 1 0.36% Reduced
648
TNB
Thomasville National Bank
Georgia
$818K -$38.1K 1 0.14% Reduced
649
FIM
Fruth Investment Management
Texas
$806K $0 1 0.37% Maintained
650
NPC
National Planning Corporation
California
$803K -$45.8K 1 0.07% Reduced