← 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	Panagora Asset Management Boston, Massachusetts	$7.32M	+$1.67M	4	0.05%	Increased
402	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$7.31M	+$52.3K	1	1.73%	Increased
403	First Manhattan New York	$7.3M	-$1.26M	4	0.03%	Reduced
404	TPCM Two Point Capital Management Pittsford, New York	$7.26M	+$1.67K	1	4.28%	Increased
405	AG Advocate Group Minnetonka, Minnesota	$7.22M	-$493K	1	1.58%	Reduced
406	Bartlett & Co Cincinnati, Ohio	$7.13M	-$285K	1	0.14%	Reduced
407	Bartlett & Co Wealth Management Cincinnati, Ohio	$7.13M	-$285K	1	0.14%	Reduced
408	SRC Shufro Rose & Co New York	$7.12M	-$180K	1	0.66%	Reduced
409	Wealthfront Advisers Palo Alto, California	$7.09M	+$984K	1	0.03%	Increased
410	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.02M	+$5.05K	3	0.18%	Increased
411	SG Americas Securities New York	$7M	+$2.75M	5	0.08%	Increased
412	FA FDx Advisors Chicago, Illinois	$6.87M	$0	2	0.3%	Maintained
413	CSC Cove Street Capital El Segundo, California	$6.83M	-$1.75M	1	2.04%	Reduced
414	AHC Adell Harriman & Carpenter Houston, Texas	$6.72M	+$124K	1	0.72%	Increased
415	ACM Altrius Capital Management New Bern, North Carolina	$6.69M	+$150K	1	2.05%	Increased
416	MML Investors Services Springfield, Massachusetts	$6.63M	-$1.81M	3	0.05%	Reduced
417	Segall Bryant & Hamill Chicago, Illinois	$6.6M	+$156K	2	0.07%	Increased
418	Maryland State Retirement & Pension System Baltimore, Maryland	$6.56M	+$15.9K	3	0.15%	Increased
419	JMFC J.M. Forbes & Co Boston, Massachusetts	$6.55M	+$6.37M	1	0.9%	New
420	AFM Andesa Financial Management Allentown, Pennsylvania	$6.53M	+$5.03M	1	3.35%	Increased
421	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$6.4M	$0	3	0.15%	Maintained
422	Atlantic Union Bankshares Glen Allen, Virginia	$6.29M	-$636K	1	0.65%	Reduced
423	SAM Securian Asset Management St Paul, Minnesota	$6.29M	+$35.2K	2	0.17%	Increased
424	MFWM Motley Fool Wealth Management Alexandria, Virginia	$6.23M	-$70.4K	1	0.39%	Reduced
425	Shelton Capital Management Denver, Colorado	$6.21M	+$2.15M	3	0.26%	Increased