← 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
751	EMG Ellington Management Group Old Greenwich, Connecticut	$386K	+$375K	1	0.07%	New
752	FIM Frontier Investment Management Dallas, Texas	$386K	$0	1	0.07%	Maintained
753	BBI Baxter Bros Inc Riverside, Connecticut	$378K	+$34.9K	1	0.21%	Increased
754	CS Comerica Securities Detroit, Michigan	$378K	-$33.6K	1	0.43%	Reduced
755	SCM Seamans Capital Management Boston, Massachusetts	$371K	-$366K	1	0.44%	Reduced
756	AP Advisor Partners Walnut Creek, California	$369K	+$17.4K	1	0.26%	Increased
757	TC Telemus Capital Southfield, Michigan	$365K	+$356K	1	0.11%	New
758	BPIM Brant Point Investment Management New York	$362K	-$1.17M	1	0.04%	Reduced
759	Bahl & Gaynor Cincinnati, Ohio	$361K	+$25.8K	1	0.01%	Increased
760	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$360K	-$13.4K	1	0.13%	Reduced
761	WI Wedgewood Investors Erie, Pennsylvania	$360K	+$7.39K	1	0.43%	Increased
762	AMG National Trust Bank Greenwood Village, Colorado	$358K	$0	1	0.04%	Maintained
763	LI LMCG Investments Boston, Massachusetts	$358K	+$67.2K	1	0.01%	Increased
764	NG NatWest Group Edinburgh, Scotland, United Kingdom	$356K	-$1.27K	2	0.01%	Reduced
765	P Pitcairn Conshohocken, Pennsylvania	$351K	-$43K	1	0.04%	Reduced
766	Sculptor Capital New York	$351K	+$343K	1	0%	New
767	IT Independence Trust Franklin, Tennessee	$350K	$0	1	0.26%	Maintained
768	Brighton Jones LLC Seattle, Washington	$349K	+$341K	1	0.09%	New
769	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$349K	-$67	1	0.09%	Reduced
770	FTC Farmers Trust Company Youngstown, Ohio	$347K	$0	1	0.13%	Maintained
771	BFIM Beese Fulmer Investment Management Canton, Ohio	$339K	+$42K	1	0.13%	Increased
772	TFA Transamerica Financial Advisors St. Petersburg, Florida	$336K	-$15.8K	2	0.04%	Reduced
773	RCA Rex Capital Advisors Providence, Rhode Island	$334K	+$319K	1	0.37%	New
774	MCM Manchester Capital Management Manchester, Vermont	$334K	-$6.11K	1	0.06%	Reduced
775	PAM Paradigm Asset Management New York	$333K	+$323K	1	0.05%	New