← 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
826	Bessemer Group Woodbridge, New Jersey	$315K	+$148K	2	0%	Increased
827	CAM ClariVest Asset Management San Diego, California	$312K	-$505K	1	0.01%	Reduced
828	PP Paloma Partners Greenwich, Connecticut	$311K	-$431K	1	0.02%	Reduced
829	GGPS Gary Goldberg Planning Services Suffern, New York	$310K	+$14.2K	1	0.18%	Increased
830	GAM Griffin Asset Management New York	$304K	$0	1	0.1%	Maintained
831	TCM Tufton Capital Management Hunt Valley, Maryland	$304K	-$1.14K	1	0.07%	Reduced
832	Jacobs Levy Equity Management Florham Park, New Jersey	$303K	-$1.31M	2	0%	Reduced
833	Fisher Asset Management Camas, Washington	$301K	-$68.5K	1	0%	Reduced
834	TCB Texas Capital Bancshares Dallas, Texas	$301K	-$22.9K	1	0.23%	Reduced
835	Synovus Financial Columbus, Georgia	$298K	-$17.3K	2	0.01%	Reduced
836	Forvis Mazars Wealth Advisors Springfield, Missouri	$295K	-$12.5K	1	0.05%	Reduced
837	WPC White Pine Capital Bloomington, Minnesota	$290K	$0	1	0.1%	Maintained
838	GIS Guardian Investor Services New York	$289K	$0	1	0.22%	Maintained
839	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$287K	$0	1	0.1%	Maintained
840	AP Atwood & Palmer Kansas City, Missouri	$286K	+$4.48K	1	0.07%	Increased
841	SIM Spark Investment Management New York	$286K	+$278K	1	0.05%	New
842	CBB Citizens Business Bank Ontario, California	$285K	$0	1	0.06%	Maintained
843	TC Telemus Capital Southfield, Michigan	$285K	-$110K	1	0.08%	Reduced
844	Numeric Investors Boston, Massachusetts	$282K	+$35.6K	1	0%	Increased
845	SCM Stevens Capital Management Radnor, Pennsylvania	$280K	-$727K	1	0.01%	Reduced
846	BTNA Bremer Trust National Association St. Cloud, Minnesota	$277K	+$26.9K	1	0.1%	Increased
847	PMG ProVise Management Group Clearwater, Florida	$274K	+$12.5K	1	0.07%	Increased
848	WPC Waters Parkerson & Co New Orleans, Louisiana	$274K	$0	1	0.03%	Maintained
849	Grimes & Company Westborough, Massachusetts	$267K	-$6.47K	1	0.08%	Reduced
850	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$265K	$0	1	0.17%	Maintained