← 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
NA
Neuburgh Advisers
California
$3.17M +$654K 1 0.12% Increased
402
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$3.15M +$247K 1 0.36% Increased
403
M
MOTCO
Texas
$3.15M +$3.08M 1 0.32% Increased
404
Gratus Capital
Gratus Capital
Georgia
$3.14M $0 1 0.44% Maintained
405
DCM
Dupont Capital Management
Delaware
$3.12M -$311K 1 0.07% Reduced
406
WhitTier Trust Company
WhitTier Trust Company
Nevada
$3.08M +$32.2K 2 0.29% Increased
407
Capital International Inc
Capital International Inc
California
$3.07M -$2.07M 1 0.45% Reduced
408
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.04M -$275K 2 0.06% Reduced
409
MCM
Marathon Capital Management
Maryland
$3.01M -$140K 1 1.27% Reduced
410
CAM
Carret Asset Management
New York
$3M +$239K 1 0.48% Increased
411
B
BancorpSouth
Mississippi
$2.95M +$48.7K 1 0.29% Increased
412
VAM
Visionary Asset Management
Texas
$2.94M -$302K 1 0.86% Reduced
413
JWM
Jackson Wealth Management
Florida
$2.92M +$134K 1 0.79% Increased
414
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$2.9M +$452K 1 0.09% Increased
415
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.89M +$167K 1 0.37% Increased
416
SCM
Stellar Capital Management
Arizona
$2.88M +$34.7K 1 2.03% Increased
417
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.84M +$64.1K 3 0.02% Increased
418
First National Trust
First National Trust
Pennsylvania
$2.81M +$129K 1 0.33% Increased
419
Eventide Asset Management
Eventide Asset Management
Massachusetts
$2.79M +$400K 2 0.16% Increased
420
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.78M +$222K 1 0.04% Increased
421
CF
CNA Financial
Illinois
$2.76M -$1.36M 1 0.7% Reduced
422
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$2.76M +$18.3K 1 0.53% Increased
423
HPIA
Hamilton Point Investment Advisors
North Carolina
$2.76M +$27.5K 1 1.49% Increased
424
BGC
Blue Granite Capital
South Carolina
$2.74M -$37.4K 1 1.89% Reduced
425
AIC
AWM Investment Company
New York
$2.74M -$3.55M 1 0.48% Reduced