← 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
676
WTIM
Wilmington Trust Investment Management
Delaware
$637K $0 1 0.13% Maintained
677
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$630K -$3.2K 2 0.04% Reduced
678
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$630K +$191K 1 0.29% Increased
679
FM
Foster & Motley
Ohio
$625K -$81.9K 1 0.17% Reduced
680
TT
Tower Trust
Indiana
$620K $0 1 0.42% Maintained
681
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$614K +$2.03K 1 0.04% Increased
682
EFS
Essex Financial Services
Connecticut
$614K +$116K 1 0.19% Increased
683
SCP
Sandhill Capital Partners
New York
$611K -$12.1K 1 0.27% Reduced
684
DCM
Dynamic Capital Management
Jersey
$606K +$591K 1 0.14% New
685
GCIA
Gabelli & Co Investment Advisers
New York
$606K $0 1 0.13% Maintained
686
Old National Bancorp
Old National Bancorp
Indiana
$604K -$70.9K 1 0.06% Reduced
687
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$603K -$514K 1 0.14% Reduced
688
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$602K -$19.7K 1 0.01% Reduced
689
Busey Bank
Busey Bank
Illinois
$600K $0 1 0.1% Maintained
690
FTI
Fiduciary Trust International
Massachusetts
$590K +$575K 1 0.2% New
691
AL
Agran Libbie
California
$588K -$182K 1 0.17% Reduced
692
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$580K -$223K 1 0.01% Reduced
693
BCM
Bourgeon Capital Management
Connecticut
$578K $0 1 0.39% Maintained
694
DAM
Deltec Asset Management
New York
$578K $0 1 0.15% Maintained
695
Cetera Advisor Networks
Cetera Advisor Networks
California
$574K -$54.4K 1 0.05% Reduced
696
IIC
Ironwood Investment Counsel
Arizona
$571K +$8.26K 1 0.38% Increased
697
OAM
Oxford Asset Management
United Kingdom
$570K +$21.9K 1 0.01% Increased
698
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$560K $0 1 0.05% Maintained
699
CI
Constellation Investments
Ohio
$553K +$33.6K 1 0.17% Increased
700
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$549K -$145K 2 0.17% Reduced