← 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
376	Truist Financial Charlotte, North Carolina	$5.02M	+$1.84M	2	0.16%	Increased
377	LSA L & S Advisors Los Angeles, California	$4.93M	+$277K	1	1.79%	Increased
378	HL HeadInvest LLC Portland, Maine	$4.91M	-$145K	2	2.07%	Reduced
379	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.87M	+$8.22K	1	1.74%	Increased
380	PCA Private Capital Advisors Darien, Connecticut	$4.84M	+$8.18K	1	1.66%	Increased
381	CA Cullinan Associates Louisville, Kentucky	$4.78M	+$920K	1	0.55%	Increased
382	HM Payson & Co Portland, Maine	$4.77M	-$633K	1	0.26%	Reduced
383	AQR Capital Management Greenwich, Connecticut	$4.75M	-$38.7K	1	0.01%	Reduced
384	CL Croft-Leominster Baltimore, Maryland	$4.73M	-$131K	1	0.72%	Reduced
385	HT HAP Trading New York	$4.7M	+$664K	1	0.15%	Increased
386	BP Banyan Partners Palm Beach Gardens, Florida	$4.62M	+$3.4M	1	0.32%	Increased
387	Gotham Asset Management New York	$4.54M	+$3.97M	2	0.11%	Increased
388	JP Morgan Private Wealth Advisors San Francisco, California	$4.49M	+$34.7K	2	0.09%	Increased
389	GIM Goelzer Investment Management Carmel, Indiana	$4.47M	+$28.1K	1	0.81%	Increased
390	Curi RMB Capital Chicago, Illinois	$4.47M	-$1.31M	2	0.31%	Reduced
391	YCMGA York Capital Management Global Advisors New York	$4.42M	-$3.29M	1	0.06%	Reduced
392	TC TFS Capital West Chester, Pennsylvania	$4.41M	-$972K	3	0.21%	Reduced
393	Sumitomo Life Insurance Tokyo, Japan	$4.39M	-$25.8K	1	0.4%	Reduced
394	PCM Palouse Capital Management Spokane, Washington	$4.37M	-$36.9K	1	1.67%	Reduced
395	SL SIB LLC New York, New York	$4.32M	$0	1	3.1%	Maintained
396	City National Bank Beverly Hills, Delaware	$4.27M	+$468K	1	0.06%	Increased
397	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$4.24M	+$1.26M	1	2.68%	Increased
398	FSA Financial Sense Advisors San Diego, California	$4.23M	-$117K	1	1.78%	Reduced
399	NI Nepsis Inc Minneapolis, Minnesota	$4.18M	+$3.9M	1	2.88%	New
400	MCM Marathon Capital Management Hunt Valley, Maryland	$4.15M	-$37.4K	1	2.99%	Reduced