← 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	Hennessy Advisors Inc Novato, California	$2.62M	-$77.6K	1	0.07%	Reduced
402	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.6M	-$77.6K	1	0.03%	Reduced
403	CBN Cadence Bank NA Houston, Texas	$2.59M	+$1.11M	1	1.17%	Increased
404	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.58M	+$1.23K	1	0.81%	Increased
405	FPFS First Personal Financial Services Charlotte, North Carolina	$2.56M	+$387K	2	0.74%	Increased
406	NSIM North Star Investment Management Chicago, Illinois	$2.55M	$0	2	0.45%	Maintained
407	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.54M	-$2.91K	1	1.72%	Reduced
408	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.54M	+$246K	1	1.77%	Increased
409	FAB First American Bank Dundee, Illinois	$2.51M	+$84.1K	1	0.23%	Increased
410	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$2.46M	-$57K	1	0.55%	Reduced
411	Ameritas Investment Partners Lincoln, Nebraska	$2.45M	+$518K	1	0.13%	Increased
412	Eastern Bank Boston, Massachusetts	$2.44M	-$34K	1	0.2%	Reduced
413	State of Alaska Department of Revenue Juneau, Alaska	$2.43M	+$33.6K	1	0.25%	Increased
414	CAM Carret Asset Management New York	$2.42M	-$71.1K	1	0.45%	Reduced
415	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.42M	-$86.3K	2	0.13%	Reduced
416	Bessemer Group Woodbridge, New Jersey	$2.4M	-$5.17M	4	0.01%	Reduced
417	BWM Braver Wealth Management Needham, Massachusetts	$2.38M	-$1.14M	1	0.4%	Reduced
418	Sumitomo Life Insurance Tokyo, Japan	$2.36M	-$295K	1	0.35%	Reduced
419	People's United Financial Bridgeport, Connecticut	$2.36M	-$50.4K	2	0.12%	Reduced
420	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.36M	+$40.2K	1	0.28%	Increased
421	CT Coastline Trust Providence, Rhode Island	$2.35M	+$17.8K	1	0.46%	Increased
422	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.34M	+$103K	1	0.1%	Increased
423	PTCG Pring Turner Capital Group Alamo, California	$2.34M	+$2.3M	1	2.82%	New
424	Johnson Investment Counsel Cincinnati, Ohio	$2.33M	-$267K	2	0.07%	Reduced
425	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.33M	+$614K	1	1.47%	Increased