← 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
1026	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$0	-$216K	0	–	Closed
1027	ODCM Old Dominion Capital Management Charlottesville, Virginia	$0	-$672K	0	–	Closed
1028	PCM Palouse Capital Management Spokane, Washington	$0	-$5.75M	0	–	Closed
1029	PWS Peloton Wealth Strategists Indianapolis, Indiana	$0	-$947K	0	–	Closed
1030	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$10.1M	0	–	Closed
1031	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$2.78M	0	–	Closed
1032	PCA Private Capital Advisors Darien, Connecticut	$0	-$3.26M	0	–	Closed
1033	RPA Rock Point Advisors Burlington, Vermont	$0	-$3.38M	0	–	Closed
1034	RC Roundview Capital Princeton, New Jersey	$0	-$1.44M	0	–	Closed
1035	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$223K	0	–	Closed
1036	SCP Scoria Capital Partners Stamford, Connecticut	$0	-$4.31M	0	–	Closed
1037	SBA Seven Bridges Advisors New York	$0	-$106K	0	–	Closed
1038	SJIC St. James Investment Company Southlake, Texas	$0	-$456K	0	–	Closed
1039	SL Summitry LLC Foster City, California	$0	-$200K	0	–	Closed
1040	TH Timber Hill Greenwich, Connecticut	$0	-$284K	0	–	Closed
1041	TCM Tradewinds Capital Management Bellingham, Washington	$0	$0	0	–	Closed
1042	Twin Tree Management Dallas, Texas	$0	-$49.9K	0	–	Closed
1043	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$819K	0	–	Closed
1044	UFA US Financial Advisors Braintree, Massachusetts	$0	$0	1	0%	Maintained
1045	Vaughan Nelson Investment Management Houston, Texas	$0	-$17.5M	0	–	Closed
1046	Verition Fund Management Greenwich, Connecticut	$0	-$2.74M	0	–	Closed
1047	WBG Wharton Business Group Malvern, Pennsylvania	$0	-$213K	0	–	Closed
1048	Wolverine Asset Management Chicago, Illinois	$0	-$2.96M	0	–	Closed
1049	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$675K	0	–	Closed