← 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
876
NWP
Northstar Wealth Partners
Connecticut
$446K -$6.38K 1 0.21% Reduced
877
NERM
New England Research & Management
Illinois
$444K -$558K 1 0.29% Reduced
878
SIM
Spark Investment Management
New York
$441K +$451K 1 0.03% New
879
VCA
Verdence Capital Advisors
Maryland
$441K +$82.4K 1 0.11% Increased
880
CEP
Chicago Equity Partners
Illinois
$440K +$415K 1 0.01% New
881
LMR Partners
LMR Partners
United Kingdom
$439K +$414K 1 0.03% New
882
EARNEST Partners
EARNEST Partners
Georgia
$437K +$64.7K 2 0% Increased
883
TC
Telemus Capital
Michigan
$437K +$5.97K 1 0.03% Increased
884
IGGA
Iron Gate Global Advisors
Utah
$434K +$491K 1 0.28% New
885
TC
Truvestments Capital
Florida
$431K +$32.3K 3 0.21% Increased
886
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$429K $0 1 0.17% Maintained
887
PA
Probity Advisors
Texas
$428K -$59.3K 1 0.14% Reduced
888
PC
Port Capital
Illinois
$427K +$2.13K 1 0.05% Increased
889
P
Pitcairn
Pennsylvania
$426K -$3.52K 1 0.04% Reduced
890
PCM
Princeton Capital Management
New Jersey
$425K -$8.83K 1 0.18% Reduced
891
DBRC
D.B. Root & Company
Pennsylvania
$422K +$20.9K 1 0.19% Increased
892
WA
Wheatland Advisors
Pennsylvania
$420K -$8.18K 1 0.32% Reduced
893
GIP
Granite Investment Partners
California
$418K $0 1 0.02% Maintained
894
AIM
Allen Investment Management
New York
$414K -$332K 1 0.01% Reduced
895
ITIM
Indiana Trust & Investment Management
Indiana
$414K $0 1 0.19% Maintained
896
CS
Comerica Securities
Michigan
$412K +$13.2K 1 0.05% Increased
897
Churchill Management
Churchill Management
California
$407K +$384K 1 0.01% New
898
RIM
Regent Investment Management
Kentucky
$404K $0 1 0.13% Maintained
899
NB
Northwest Bancshares
Pennsylvania
$402K +$2.13K 1 0.18% Increased
900
GWM
Greenwich Wealth Management
Connecticut
$400K -$7.83K 1 0.07% Reduced