← 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
726
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$544K -$13.9K 1 0.04% Reduced
727
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$538K -$294K 1 0.24% Reduced
728
CAM
Columbia Asset Management
Michigan
$530K +$13.6K 2 0.16% Increased
729
LCC
Lincoln Capital Corp
Rhode Island
$529K $0 1 0.47% Maintained
730
PRCP
Pacific Ridge Capital Partners
Oregon
$529K -$229K 1 0.15% Reduced
731
FIM
Frontier Investment Management
Texas
$526K +$87.5K 1 0.04% Increased
732
PP
PagnatoKarp Partners
Virginia
$525K +$45.7K 1 0.13% Increased
733
ZCA
Zeke Capital Advisors
Pennsylvania
$523K +$271K 1 0.07% Increased
734
OCG
Opus Capital Group
Ohio
$521K +$127K 1 0.12% Increased
735
GCP
GSA Capital Partners
United Kingdom
$520K -$65.1K 2 0.04% Reduced
736
DI
Diligent Investors
California
$519K -$37.7K 1 0.38% Reduced
737
ECM
Everence Capital Management
Indiana
$516K $0 1 0.12% Maintained
738
CFN
Cordasco Financial Network
Florida
$514K +$214K 1 0.56% Increased
739
WA
Winfield Associates
Ohio
$514K -$263K 2 0.27% Reduced
740
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$509K +$29.9K 3 0.01% Increased
741
BAS
Brown Advisory Securities
Maryland
$509K +$41.4K 1 0.11% Increased
742
EFS
Essex Financial Services
Connecticut
$505K -$573K 1 0.12% Reduced
743
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$503K $0 1 0.01% Maintained
744
RB
Rodgers Brothers
Pennsylvania
$491K +$483K 1 0.17% New
745
GIM
Greylin Investment Management
Virginia
$490K +$7.17K 1 0.11% Increased
746
BCM
Beck Capital Management
Texas
$488K -$123K 1 0.23% Reduced
747
Annex Advisory Services
Annex Advisory Services
Wisconsin
$487K +$40.7K 1 0.1% Increased
748
Simplex Trading
Simplex Trading
Illinois
$484K -$2.98M 1 0.02% Reduced
749
PCMM
Private Capital Management (Minnesota)
Minnesota
$480K +$208K 1 0.54% Increased
750
DP
Dearborn Partners
Illinois
$476K $0 1 0.04% Maintained