← 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	KIA KCM Investment Advisors Greenbrae, California	$4.95M	+$139K	2	0.59%	Increased
352	SCM Sigma Capital Management Stamford, Connecticut	$4.92M	+$2.1M	1	0.21%	Increased
353	HM Payson & Co Portland, Maine	$4.83M	-$517K	1	0.28%	Reduced
354	CAM Cypress Asset Management Houston, Texas	$4.79M	+$64.1K	1	0.89%	Increased
355	ST Semper Trust King Of Prussia, Pennsylvania	$4.79M	+$896K	1	2.17%	Increased
356	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$4.78M	+$196K	1	3.11%	Increased
357	Jane Street New York	$4.74M	+$4.4M	2	0.06%	Increased
358	Tocqueville Asset Management New York	$4.7M	+$109K	1	0.06%	Increased
359	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.7M	+$1M	2	1.32%	Increased
360	Azimuth Capital Management Bloomfield Hills, Michigan	$4.69M	-$3.02K	1	0.64%	Reduced
361	D.A. Davidson & Co Great Falls, Montana	$4.65M	+$109K	2	0.21%	Increased
362	TI Turner Investments Berwyn, Pennsylvania	$4.65M	-$702K	3	0.08%	Reduced
363	Central Trust Company Jefferson City, Missouri	$4.62M	+$30.5K	2	0.42%	Increased
364	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$4.61M	+$1.4M	1	0.32%	Increased
365	FPCM Financial Partners Capital Management New York	$4.61M	-$58.6K	1	1.84%	Reduced
366	MAA Matrix Asset Advisors White Plains, New York	$4.6M	+$30.3K	1	0.62%	Increased
367	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.58M	+$503K	2	0.84%	Increased
368	AQR Capital Management Greenwich, Connecticut	$4.53M	+$479K	1	0.02%	Increased
369	Segall Bryant & Hamill Chicago, Illinois	$4.51M	-$18.3K	2	0.11%	Reduced
370	HL HeadInvest LLC Portland, Maine	$4.5M	-$147K	2	1.96%	Reduced
371	CII CR Intrinsic Investors Stamford, Connecticut	$4.47M	+$2.82M	1	0.14%	Increased
372	WC Wexford Capital West Palm Beach, Florida	$4.47M	+$1.55M	1	0.37%	Increased
373	Virtu KCG Holdings New York	$4.44M	+$4.27M	3	0.06%	New
374	Commerce Bank Kansas City, Missouri	$4.42M	+$340K	2	0.08%	Increased
375	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.41M	-$97.8K	1	0.04%	Reduced