← 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	Eventide Asset Management Boston, Massachusetts	$106K	+$121K	2	0.01%	New
827	Benjamin F. Edwards & Company St. Louis, Missouri	$104K	-$14.2K	1	0.02%	Reduced
828	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$103K	-$21.4K	1	0%	Reduced
829	SIM Sonora Investment Management Tucson, Arizona	$102K	+$110K	3	0.03%	New
830	WRM Westport Resources Management Westport, Connecticut	$102K	+$70.3K	1	0.03%	Increased
831	DA Dunvegan Associates Santa Barbara, California	$100K	+$195	1	0.11%	Increased
832	M MOTCO San Antonio, Texas	$100K	$0	1	0.01%	Maintained
833	Brown Brothers Harriman & Co New York	$99K	+$4.19K	1	0%	Increased
834	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$97K	-$477K	1	0.03%	Reduced
835	SNT Security National Trust Wheeling, West Virginia	$97K	-$5.91K	2	0.04%	Reduced
836	KT Kanaly Trust Houston, Texas	$92K	-$760	2	0.02%	Reduced
837	WIC Woodmont Investment Counsel Nashville, Tennessee	$92K	$0	1	0.03%	Maintained
838	FBC Fairfield, Bush & Co Darien, Connecticut	$91K	-$247K	1	0.04%	Reduced
839	MIC MU Investments Company Tokyo, Japan	$86K	$0	1	0.05%	Maintained
840	CB Community Bank Dewitt, New York	$85K	$0	1	0.02%	Maintained
841	SCM Scopia Capital Management New York	$85K	$0	1	0%	Maintained
842	CCM Condor Capital Management Martinsville, New Jersey	$84K	$0	1	0.02%	Maintained
843	Picton Mahoney Asset Management Toronto, Ontario, Canada	$83K	$0	1	0%	Maintained
844	CFA Carroll Financial Associates Charlotte, North Carolina	$81K	+$10.9K	1	0.02%	Increased
845	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$68K	-$1.78M	1	0%	Reduced
846	VFA Virtus Fund Advisers Hartford, Connecticut	$68K	$0	1	0%	Maintained
847	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$66K	-$9.95K	2	0.03%	Reduced
848	AF Arrow Financial Glens Falls, New York	$64K	$0	1	0.02%	Maintained
849	Jacobs Levy Equity Management Florham Park, New Jersey	$59K	-$322K	1	0%	Reduced
850	RFA Reilly Financial Advisors La Mesa, California	$58K	$0	2	0.01%	Maintained