← 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
301	D.A. Davidson & Co Great Falls, Montana	$4.17M	+$80.2K	2	0.12%	Increased
302	WesBanco Bank Wheeling, West Virginia	$4.09M	-$5.14M	1	0.24%	Reduced
303	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.09M	+$82.5K	1	0.11%	Increased
304	IP Interval Partners New York	$4.06M	-$19.2M	1	0.27%	Reduced
305	CIBC Private Wealth Group Atlanta, Georgia	$4.06M	+$5.57K	2	0.03%	Increased
306	Commonwealth Equity Services Waltham, Massachusetts	$4.04M	+$75.6K	3	0.03%	Increased
307	NCM Nelson Capital Management Menlo Park, California	$4M	+$4.11M	1	1.5%	New
308	PFC Phocas Financial Corp Alameda, California	$4M	-$4.19M	0	–	Closed
309	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$3.98M	$0	1	3.55%	Maintained
310	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.96M	+$58.2K	3	0.12%	Increased
311	AMG National Trust Bank Greenwood Village, Colorado	$3.75M	-$17.1K	2	0.34%	Reduced
312	CF CNA Financial Chicago, Illinois	$3.74M	$0	1	0.93%	Maintained
313	GIM Goelzer Investment Management Carmel, Indiana	$3.74M	-$18K	1	0.52%	Reduced
314	FTB First Trust Bank Nassau, Bahamas	$3.71M	-$1.23M	1	6.64%	Reduced
315	IRF IBM Retirement Fund Armonk, New York	$3.7M	-$46.8K	1	0.13%	Reduced
316	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$3.67M	+$394K	1	1.39%	Increased
317	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.64M	+$356K	1	0.63%	Increased
318	Parallax Volatility Advisers San Francisco, California	$3.63M	+$3.67M	1	0.01%	Increased
319	William Blair & Company Chicago, Illinois	$3.54M	+$119K	2	0.03%	Increased
320	Squarepoint New York	$3.54M	+$2.99M	1	0.22%	Increased
321	PPCM Pillar Pacific Capital Management Pacifica, California	$3.51M	+$168K	1	0.59%	Increased
322	LSA L & S Advisors Los Angeles, California	$3.5M	-$3.8M	1	0.8%	Reduced
323	OI Oakbrook Investments Lisle, Illinois	$3.48M	+$295K	1	0.19%	Increased
324	Ladenburg Thalmann Financial Services Miami, Florida	$3.47M	+$176K	4	0.06%	Increased
325	TF Trutina Financial Bellevue, Washington	$3.44M	-$273K	1	4.19%	Reduced