← 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
326	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.12M	+$26.4K	1	2.68%	Increased
327	SEI Trust Company Oaks, Pennsylvania	$5.11M	-$10.9M	1	0.05%	Reduced
328	AL Airain Ltd St. Peter Port, Guernsey	$5.09M	+$5.06M	1	0.35%	Increased
329	D.A. Davidson & Co Great Falls, Montana	$5.08M	+$785K	2	0.17%	Increased
330	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.07M	+$372K	2	1.23%	Increased
331	Calamos Wealth Management Naperville, Illinois	$5.01M	+$184K	1	1.45%	Increased
332	BP Banyan Partners Palm Beach Gardens, Florida	$4.89M	+$491K	1	0.42%	Increased
333	Truist Financial Charlotte, North Carolina	$4.88M	-$762K	2	0.15%	Reduced
334	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.87M	-$1.13M	1	0.15%	Reduced
335	KIA KCM Investment Advisors Greenbrae, California	$4.87M	-$8.37K	2	0.45%	Reduced
336	ProShare Advisors Bethesda, Maryland	$4.85M	-$1.44M	2	0.06%	Reduced
337	MC Moors & Cabot Boston, Massachusetts	$4.85M	+$149K	2	0.82%	Increased
338	MIS Morningstar Investment Services Chicago, Illinois	$4.82M	-$66.2K	1	0.25%	Reduced
339	SAS Spectrum Advisory Services Atlanta, Georgia	$4.8M	-$53.2K	1	1.74%	Reduced
340	HCM Hawkeye Capital Management Miami Beach, Florida	$4.62M	+$5.17M	1	1.86%	New
341	Walleye Trading New York	$4.55M	+$5.09M	1	0.05%	Increased
342	Janus Henderson Investors US Denver, Colorado	$4.49M	-$4.78M	1	0%	Reduced
343	Tocqueville Asset Management New York	$4.44M	-$113K	1	0.05%	Reduced
344	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.44M	+$92.2K	1	0.11%	Increased
345	JP Morgan Private Wealth Advisors San Francisco, California	$4.41M	+$361K	2	0.06%	Increased
346	CF CNA Financial Chicago, Illinois	$4.4M	+$1.5M	1	0.84%	Increased
347	SIA SeaBridge Investment Advisors Summit, New Jersey	$4.39M	-$229K	1	1.02%	Reduced
348	SCM Salem Capital Management Woburn, Massachusetts	$4.37M	+$33.2K	1	2.04%	Increased
349	LPL Financial San Diego, California	$4.29M	+$482K	3	0.03%	Increased
350	Choate Investment Advisors Boston, Massachusetts	$4.25M	-$5.96K	2	0.26%	Reduced