← 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
351	SCM Salem Capital Management Woburn, Massachusetts	$4.38M	+$4.48M	1	2.09%	New
352	MAA Matrix Asset Advisors White Plains, New York	$4.37M	+$4.18M	1	0.61%	New
353	D.A. Davidson & Co Great Falls, Montana	$4.31M	+$4.17M	2	0.21%	New
354	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.31M	+$4.13M	1	0.04%	New
355	Central Trust Company Jefferson City, Missouri	$4.3M	+$4.25M	2	0.41%	New
356	HL HeadInvest LLC Portland, Maine	$4.29M	+$4.36M	2	1.89%	New
357	FPCM Financial Partners Capital Management New York	$4.29M	+$4.39M	1	1.93%	New
358	Segall Bryant & Hamill Chicago, Illinois	$4.29M	+$4.17M	2	0.11%	New
359	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.23M	+$4.06M	3	0.05%	New
360	PCA Private Capital Advisors Darien, Connecticut	$4.21M	+$4.03M	1	1.56%	New
361	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$4.2M	+$4.34M	1	2.97%	New
362	JP Morgan Private Wealth Advisors San Francisco, California	$4.13M	+$4.07M	2	0.1%	New
363	AAM ACK Asset Management Greenwich, Connecticut	$4.03M	+$3.89M	1	1.63%	New
364	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$3.97M	+$4.06M	1	1.65%	New
365	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.87M	+$3.7M	1	0.17%	New
366	SCM Signia Capital Management Spokane, Washington	$3.87M	+$3.73M	1	1.05%	New
367	PCM Palouse Capital Management Spokane, Washington	$3.82M	+$3.66M	1	1.62%	New
368	Commerce Bank Kansas City, Missouri	$3.79M	+$3.78M	2	0.07%	New
369	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.74M	+$3.8M	2	0.73%	New
370	Commonwealth Equity Services Waltham, Massachusetts	$3.72M	+$3.62M	2	0.07%	New
371	ST Semper Trust King Of Prussia, Pennsylvania	$3.7M	+$3.55M	1	2.14%	New
372	AQR Capital Management Greenwich, Connecticut	$3.58M	+$3.56M	1	0.01%	New
373	SL SIB LLC New York, New York	$3.52M	+$3.6M	1	2.72%	New
374	CIS Connors Investor Services Wyomissing, Pennsylvania	$3.51M	+$3.36M	1	1.13%	New
375	Aberdeen Asset Management Aberdeen, United Kingdom	$3.45M	+$3.32M	1	0.01%	New