← 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	PCM Palouse Capital Management Spokane, Washington	$4.26M	-$2.16M	1	1.53%	Reduced
402	Ameritas Investment Partners Lincoln, Nebraska	$4.25M	+$44.8K	5	0.19%	Increased
403	M MOTCO San Antonio, Texas	$4.25M	+$65.9K	3	0.4%	Increased
404	Baker Avenue Asset Management San Francisco, California	$4.22M	-$117K	1	0.34%	Reduced
405	Jacobs Levy Equity Management Florham Park, New Jersey	$4.17M	+$42.5K	2	0.06%	Increased
406	SAM Securian Asset Management St Paul, Minnesota	$4.13M	+$13.9K	2	0.1%	Increased
407	CIBC Asset Management Toronto, Ontario, Canada	$4.11M	-$93.3K	2	0.02%	Reduced
408	IA Icon Advisers Greenwood Village, Colorado	$4.06M	+$3.58M	1	0.38%	Increased
409	WhitTier Trust Company Reno, Nevada	$4.03M	+$33.8K	2	0.29%	Increased
410	Nissay Asset Management Tokyo, Japan	$4.03M	-$275K	1	0.1%	Reduced
411	CSM CAMG Solamere Management Charlotte, North Carolina	$4M	+$171K	1	1.83%	Increased
412	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.98M	-$7.77K	1	0.25%	Reduced
413	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$3.96M	+$1.75M	2	2.37%	Increased
414	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.96M	-$108K	5	0.02%	Reduced
415	CIBC Private Wealth Group Atlanta, Georgia	$3.95M	-$1.45M	2	0.01%	Reduced
416	CA Callahan Advisors Houston, Texas	$3.95M	+$217K	1	0.71%	Increased
417	CB Cadence Bank Tupelo, Mississippi	$3.94M	+$308K	1	0.38%	Increased
418	ECM EagleClaw Capital Management Boston, Massachusetts	$3.92M	$0	1	1.7%	Maintained
419	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$3.89M	+$1.17M	2	0.73%	Increased
420	Brown Advisory Baltimore, Maryland	$3.88M	-$50.5K	2	0.01%	Reduced
421	RIM Redpoint Investment Management Sydney, NSW, Australia	$3.87M	+$1.02M	1	0.2%	Increased
422	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.86M	-$101K	1	0.16%	Reduced
423	Kennedy Capital Management St Louis, Missouri	$3.86M	+$562K	1	0.09%	Increased
424	Creative Planning Overland Park, Kansas	$3.84M	-$179K	2	0.01%	Reduced
425	Choate Investment Advisors Boston, Massachusetts	$3.83M	+$647	2	0.23%	Increased