← 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
2051
FAM
Flaharty Asset Management
Florida
$0 -$8.74K 0 – Closed
2052
FL
Fort LP
Maryland
$0 -$262K 0 – Closed
2053
FRM
Fox Run Management
Connecticut
$0 -$1.19M 0 – Closed
2054
FF
Friedenthal Financial
New Jersey
$0 -$751K 0 – Closed
2055
FMAEN1
Fund Management at Engine No 1
California
$0 -$3.85M 0 – Closed
2056
Gates Foundation Trust
Gates Foundation Trust
Washington
$0 -$5.57M 0 – Closed
2057
GC
GMT Capital
Georgia
$0 -$816K 0 – Closed
2058
GA
GoalVest Advisory
New York
$0 -$2.35K 0 – Closed
2059
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0 -$889K 0 – Closed
2060
HA
Heartland Advisors
Wisconsin
$0 -$19.1M 0 – Closed
2061
IAS
IMA Advisory Services
Colorado
$0 -$54.8K 0 – Closed
2062
IPW
Inlet Private Wealth
Florida
$0 -$324K 0 – Closed
2063
JC
Jetstream Capital
Tennessee
$0 -$2.9M 0 – Closed
2064
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0 -$546K 0 – Closed
2065
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$0 -$45.8K 0 – Closed
2066
LAS
Lloyd Advisory Services
Georgia
$0 -$429K 0 – Closed
2067
MC
Machina Capital
France
$0 -$244K 0 – Closed
2068
MAM
Marquette Asset Management
Minnesota
$0 -$29.9K 0 – Closed
2069
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$0 -$288K 0 – Closed
2070
NICM
Neo Ivy Capital Management
New York
$0 -$479K 0 – Closed
2071
NC
NewSquare Capital
Pennsylvania
$0 -$1.49K 0 – Closed
2072
NPA
Nichols & Pratt Advisers
Massachusetts
$0 -$280K 0 – Closed
2073
NIC
Northwest Investment Counselors
Oregon
$0 -$27.7K 0 – Closed
2074
NL
NVWM LLC
Pennsylvania
$0 -$4.27K 0 – Closed
2075
OTL
Oak Thistle LLC
New York
$0 -$1.72M 0 – Closed