← 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
1076
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$10.8M +$235K 1 0.25% Increased
1077
WSCM
Wellington Shields Capital Management
New York
$10.7M +$1.97M 5 1.36% Increased
1078
SFWA
Summit Financial Wealth Advisors
Louisiana
$10.7M +$570K 1 1.36% Increased
1079
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.6M -$441K 3 0.23% Reduced
1080
SC
Syon Capital
California
$10.6M +$294K 4 0.46% Increased
1081
TPM
Triasima Portfolio Management
Quebec, Canada
$10.6M -$1.31M 3 1.43% Reduced
1082
DCM
Davidson Capital Management
Texas
$10.6M +$52.8K 2 1.69% Increased
1083
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$10.5M +$1.48M 1 0.34% Increased
1084
CIC
Concord Investment Counsel
California
$10.4M +$40.7K 1 2.85% Increased
1085
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$10.4M -$62.4K 6 0.34% Reduced
1086
AWMS
Advocacy Wealth Management Services
Georgia
$10.4M +$9.81M 1 0.38% New
1087
PCM
Pinnbrook Capital Management
New York
$10.3M +$5.69M 2 1.1% Increased
1088
MAM
Mystic Asset Management
Rhode Island
$10.3M -$265K 2 2.2% Reduced
1089
MYAM
Meiji Yasuda Asset Management
Japan
$10.3M -$6.2M 3 0.46% Reduced
1090
Empirical Finance
Empirical Finance
Pennsylvania
$10.2M +$322K 1 0.42% Increased
1091
MCM
Mill Capital Management
North Carolina
$10.2M $0 2 0.68% Maintained
1092
Ossiam
Ossiam
France
$10.2M +$5.33M 3 0.14% Increased
1093
MWM
M3 Wealth Management
Ohio
$10.2M -$163K 2 6.6% Reduced
1094
OQS
Occudo Quantitative Strategies
Florida
$10.2M +$3.29M 1 0.54% Increased
1095
SL
Summitry LLC
California
$10.1M +$398K 2 0.33% Increased
1096
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$10.1M -$9.19K 1 0.12% Reduced
1097
PCA
Providence Capital Advisors
North Carolina
$10.1M +$226K 2 1.53% Increased
1098
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$10M -$120K 2 0.32% Reduced
1099
IEFM
IQ EQ Fund Management
Ireland
$10M -$344K 1 0.64% Reduced
1100
TCA
Trifecta Capital Advisors
Illinois
$9.96M +$331K 2 1.28% Increased