← 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
701	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$434K	+$417K	2	0.3%	New
702	Crawford Investment Counsel Atlanta, Georgia	$433K	+$414K	1	0.02%	New
703	HP Holowesko Partners Nassau, Bahamas	$433K	+$443K	1	0.04%	New
704	SGAM Steinberg Global Asset Management Boca Raton, Florida	$432K	+$414K	1	0.11%	New
705	Scotia Capital Toronto, Ontario, Canada	$431K	+$441K	1	0.02%	New
706	BAS Brown Advisory Securities Baltimore, Maryland	$425K	+$408K	1	0.21%	New
707	RIL Rothschild Investment LLC Chicago, Illinois	$425K	+$408K	1	0.07%	New
708	DWA Dorsey Wright & Associates Pasadena, California	$423K	+$405K	1	0.07%	New
709	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$423K	+$432K	1	0.31%	New
710	Jefferies Group New York	$416K	+$398K	1	0%	New
711	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$415K	+$398K	1	0.12%	New
712	KA Kovack Advisors Ft. Lauderdale, Florida	$415K	+$398K	1	2.44%	New
713	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$415K	+$397K	1	0.2%	New
714	RT Rockland Trust Hanover, Massachusetts	$413K	+$396K	1	0.11%	New
715	AR Advisory Research Chicago, Illinois	$412K	+$395K	1	0%	New
716	CM Capital Management Glen Allen, Virginia	$411K	+$394K	1	0.17%	New
717	FC Fayerweather Charles	$411K	+$420K	1	1.84%	New
718	TAM Taurus Asset Management New York	$408K	+$417K	1	0.1%	New
719	MWR McAdams Wright Ragen Seattle, Washington	$404K	+$387K	1	0.03%	New
720	RBA Richard Bernstein Advisors New York	$402K	+$400K	1	0.13%	New
721	Salem Investment Counselors Winston Salem, North Carolina	$395K	+$378K	1	0.06%	New
722	CS Comerica Securities Detroit, Michigan	$394K	+$377K	1	0.54%	New
723	Rockefeller Financial Services New York	$393K	+$378K	2	0.01%	New
724	Synovus Financial Columbus, Georgia	$389K	+$379K	2	0.01%	New
725	Fayez Sarofim & Co Houston, Texas	$387K	+$371K	1	0%	New