← 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	ST Semper Trust King Of Prussia, Pennsylvania	$5.13M	-$62.3K	1	2.01%	Reduced
352	NI Nepsis Inc Minneapolis, Minnesota	$5.06M	+$420K	1	2.78%	Increased
353	Acadian Asset Management Boston, Massachusetts	$4.96M	+$2.9M	1	0.02%	Increased
354	Commonwealth Equity Services Waltham, Massachusetts	$4.91M	+$189K	3	0.06%	Increased
355	PCA Private Capital Advisors Darien, Connecticut	$4.87M	-$13K	1	1.57%	Reduced
356	GIM Goelzer Investment Management Carmel, Indiana	$4.85M	+$110K	1	0.81%	Increased
357	Segall Bryant & Hamill Chicago, Illinois	$4.8M	-$323K	2	0.11%	Reduced
358	JP Morgan Private Wealth Advisors San Francisco, California	$4.8M	-$227K	2	0.08%	Reduced
359	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.79M	$0	1	0.2%	Maintained
360	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.76M	-$145K	1	0.83%	Reduced
361	FSA Financial Sense Advisors San Diego, California	$4.74M	-$62.2K	1	1.86%	Reduced
362	LPL Financial San Diego, California	$4.65M	-$1.26M	3	0.03%	Reduced
363	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.59M	+$546K	2	0.18%	Increased
364	SC Skylands Capital Milwaukee, Wisconsin	$4.58M	-$44.5K	2	0.45%	Reduced
365	Central Trust Company Jefferson City, Missouri	$4.53M	-$147K	2	0.36%	Reduced
366	City National Bank Beverly Hills, Delaware	$4.52M	+$125K	1	0.04%	Increased
367	BLM Bennett Lawrence Management New York	$4.5M	-$7.38M	1	0.79%	Reduced
368	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$4.47M	+$206K	1	0.99%	Increased
369	SCM Salem Capital Management Woburn, Massachusetts	$4.45M	-$203K	1	1.98%	Reduced
370	AIA Alerus Investment Advisors Wayzata, Minnesota	$4.4M	+$138K	2	0.76%	Increased
371	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$4.37M	-$70.2K	1	0.22%	Reduced
372	Choate Investment Advisors Boston, Massachusetts	$4.37M	+$645K	2	0.26%	Increased
373	PCM Palouse Capital Management Spokane, Washington	$4.34M	-$75.7K	1	1.6%	Reduced
374	Mirae Asset Global Investments Seoul, South Korea	$4.34M	+$110K	2	0.1%	Increased
375	MC Middleton & Co Boston, Massachusetts	$4.29M	+$4.13M	1	0.98%	New