← 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
Rafferty Asset Management
Rafferty Asset Management
New York
$260K +$261K 1 0.02% New
827
HH
Hilltop Holdings
Texas
$258K -$28.2K 1 0.07% Reduced
828
HA
Halsey Associates
Connecticut
$256K -$64.3K 1 0.06% Reduced
829
WSCM
Wellington Shields Capital Management
New York
$254K $0 1 0.04% Maintained
830
CCM
CrestPoint Capital Management
Missouri
$251K -$129K 1 0.13% Reduced
831
TC
Telemus Capital
Michigan
$250K $0 1 0.06% Maintained
832
TNB
Thomasville National Bank
Georgia
$247K -$74.7K 1 0.08% Reduced
833
AIM
Acuity Investment Management
Ontario, Canada
$245K +$61.2K 1 0.35% Increased
834
Seizert Capital Partners
Seizert Capital Partners
Michigan
$245K -$9.65K 1 0.01% Reduced
835
FMBTD
First Midwest Bank Trust Division
Illinois
$243K $0 1 0.04% Maintained
836
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$240K -$763K 1 0% Reduced
837
NL
NWAM LLC
Washington
$240K +$18.6K 1 0.1% Increased
838
Diversified Trust
Diversified Trust
Tennessee
$238K -$7.41K 1 0.02% Reduced
839
Grimes & Company
Grimes & Company
Massachusetts
$238K $0 1 0.06% Maintained
840
TI
Turner Investments
Pennsylvania
$233K -$117K 1 0.04% Reduced
841
CCA
Cobblestone Capital Advisors
New York
$232K -$36.4K 1 0.04% Reduced
842
GA
Geneva Advisors
Illinois
$232K -$13.6K 1 0% Reduced
843
WA
WFG Advisors
Texas
$227K -$82.7K 2 0.06% Reduced
844
Quantbot Technologies
Quantbot Technologies
New York
$226K +$220K 1 0.06% New
845
Legal & General Group
Legal & General Group
United Kingdom
$224K +$21.8K 2 0% Increased
846
GIS
Guardian Investor Services
New York
$223K $0 1 0.18% Maintained
847
MBT
Montecito Bank & Trust
California
$223K +$10.3K 1 0.11% Increased
848
CCA
Checchi Capital Advisers
California
$220K +$214K 1 0.07% New
849
MAM
Mizuho Asset Management
Japan
$218K +$56.8K 1 0.06% Increased
850
VAM
Visium Asset Management
New York
$218K -$240K 1 0% Reduced