← 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
401	Regions Financial Corp Birmingham, Alabama	$2.61M	-$1.35M	1	0.03%	Reduced
402	FAT First American Trust Santa Ana, California	$2.59M	+$157K	1	0.91%	Increased
403	VAM Visionary Asset Management Houston, Texas	$2.58M	+$2.28M	1	0.91%	New
404	Hennessy Advisors Inc Novato, California	$2.56M	+$2.26M	1	0.08%	New
405	MCM Marathon Capital Management Hunt Valley, Maryland	$2.56M	+$6.2K	1	1.33%	Increased
406	MPM Meritage Portfolio Management Overland Park, Kansas	$2.54M	+$2.25M	1	0.29%	New
407	Boston Trust Walden Boston, Massachusetts	$2.54M	-$282K	1	0.04%	Reduced
408	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.54M	+$144K	1	0.86%	Increased
409	HA Heartland Advisors Milwaukee, Wisconsin	$2.52M	$0	1	0.13%	Maintained
410	HCA Horan Capital Advisors Cincinnati, Ohio	$2.5M	+$104K	1	1.94%	Increased
411	ACM Ativo Capital Management Chicago, Illinois	$2.48M	+$156K	1	0.67%	Increased
412	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.47M	-$107K	1	0.03%	Reduced
413	CT Chicago Trust Grayslake, Illinois	$2.47M	-$134K	1	1.02%	Reduced
414	Virtu KCG Holdings New York	$2.47M	-$1.94M	2	0.07%	Reduced
415	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.45M	+$6.3K	1	0.86%	Increased
416	PP Paloma Partners Greenwich, Connecticut	$2.44M	-$2.21M	2	0.04%	Reduced
417	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.43M	-$206K	2	0.46%	Reduced
418	IAM Impax Asset Management Portsmouth, New Hampshire	$2.38M	$0	1	0.13%	Maintained
419	CAM Carret Asset Management New York	$2.38M	+$171K	1	0.5%	Increased
420	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.37M	-$86.7K	2	0.12%	Reduced
421	EWM Endurance Wealth Management Providence, Rhode Island	$2.36M	-$50.3K	2	0.33%	Reduced
422	HL HeadInvest LLC Portland, Maine	$2.36M	-$161K	2	0.92%	Reduced
423	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.35M	+$206K	1	0.28%	Increased
424	Walleye Trading New York	$2.33M	-$5.07M	3	0.02%	Reduced
425	SW SVB Wealth Boston, Massachusetts	$2.31M	-$658K	1	0.09%	Reduced