← 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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$18.2M	-$23.7K	2	0.91%	Reduced
677	NRG Nemes Rush Group Novi, Michigan	$18.2M	-$234K	2	1.73%	Reduced
678	RIG Renaissance Investment Group Lenox, Massachusetts	$18.1M	+$210K	2	3.89%	Increased
679	Boothbay Fund Management New York	$18M	+$17.2M	4	0.23%	Increased
680	ECM Estabrook Capital Management New York	$18M	-$98K	2	2.62%	Reduced
681	Brooklyn Investment Group Brooklyn, New York	$17.9M	+$3.99M	5	0.56%	Increased
682	PI Pennant Investors Summit, New Jersey	$17.9M	-$1.64M	1	4.96%	Reduced
683	GIM Goelzer Investment Management Carmel, Indiana	$17.8M	+$125K	1	0.86%	Increased
684	BCM Bourgeon Capital Management Darien, Connecticut	$17.8M	-$319K	2	3.08%	Reduced
685	Raiffeisen Bank International Vienna, Austria	$17.5M	+$642K	3	0.25%	Increased
686	Jefferies Financial Group New York	$17.5M	-$16.2M	3	0.12%	Reduced
687	WCM Investment Management Laguna Beach, California	$17.5M	-$373M	1	0.04%	Reduced
688	LCS Levin Capital Strategies New York	$17.5M	+$11.6M	2	1.32%	Increased
689	RGC Regents Gate Capital London, United Kingdom	$17.4M	+$1.02M	1	3.72%	Increased
690	CTA Colonial Trust Advisors Spartanburg, South Carolina	$17.3M	+$62.5K	3	1.35%	Increased
691	1CP 11 Capital Partners Darien, Connecticut	$17.3M	-$1.97M	1	4.96%	Reduced
692	BFO Boston Family Office Boston, Massachusetts	$17.3M	+$784K	3	1.15%	Increased
693	Diversified Trust Memphis, Tennessee	$17.2M	+$2.67M	6	0.32%	Increased
694	CWM CMH Wealth Management Portsmouth, New Hampshire	$17.2M	+$4.4M	2	2.96%	Increased
695	LMR Partners London, United Kingdom	$17.2M	+$14.9M	2	0.04%	Increased
696	Sit Investment Associates Minneapolis, Minnesota	$17.1M	-$1.44M	2	0.35%	Reduced
697	Kingsview Wealth Management Grants Pass, Oregon	$17M	+$1.6M	4	0.23%	Increased
698	VA VestGen Advisors Inverness, Illinois	$17M	+$2.08M	3	0.45%	Increased
699	Palisade Capital Management Fort Lee, New Jersey	$16.9M	+$911K	2	0.56%	Increased
700	SSA Sierra Summit Advisors Incline Village, Nevada	$16.8M	-$10.2M	2	2.45%	Reduced