← 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	Catalyst Capital Advisors Huntington, New York	$688K	$0	1	0.08%	Maintained
677	NFG Next Financial Group Houston, Texas	$682K	-$6.51K	3	0.24%	Reduced
678	CI Constellation Investments Montgomery, Ohio	$677K	$0	1	0.13%	Maintained
679	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$673K	+$704K	1	0.21%	New
680	DBT Dubuque Bank & Trust Dubuque, Iowa	$666K	+$504K	2	0.12%	Increased
681	FM Forward Management San Francisco, California	$664K	+$70.7K	1	0.04%	Increased
682	ACP Ashfield Capital Partners San Francisco, California	$663K	$0	1	0.04%	Maintained
683	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$663K	-$13.6M	1	0.09%	Reduced
684	FCCM First City Capital Management Savannah, Georgia	$658K	+$1.69K	1	0.46%	Increased
685	Burney Company Reston, Virginia	$658K	-$2.07K	2	0.04%	Reduced
686	Virginia Retirement Systems Richmond, Virginia	$658K	-$9.32K	1	0.01%	Reduced
687	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$652K	+$610K	1	0.01%	Increased
688	SCM Signia Capital Management Spokane, Washington	$652K	+$664K	1	1.7%	New
689	AMIM Aull & Monroe Investment Management Mobile, Alabama	$650K	-$31.3K	1	0.38%	Reduced
690	Barings Charlotte, North Carolina	$643K	-$1.33M	1	0.02%	Reduced
691	AL Airain Ltd St. Peter Port, Guernsey	$640K	+$671K	2	0.04%	New
692	GCIA Gabelli & Co Investment Advisers Rye, New York	$634K	$0	1	0.09%	Maintained
693	Azimuth Capital Management Bloomfield Hills, Michigan	$618K	-$14.1K	1	0.06%	Reduced
694	NAM North American Management Boston, Massachusetts	$612K	$0	1	0.11%	Maintained
695	Verition Fund Management Greenwich, Connecticut	$612K	+$640K	1	0.11%	New
696	ECM Everence Capital Management Goshen, Indiana	$611K	$0	1	0.2%	Maintained
697	WP WMS Partners Towson, Maryland	$610K	-$7.41K	1	0.07%	Reduced
698	Loews Corp New York	$599K	$0	1	0%	Maintained
699	AHC Adell Harriman & Carpenter Houston, Texas	$597K	+$84.7K	1	0.15%	Increased
700	CS Comerica Securities Detroit, Michigan	$591K	+$44.2K	1	0.15%	Increased