← 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
426	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.4M	+$23.3K	1	1.49%	Increased
427	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.4M	+$2.35M	1	2.05%	New
428	PTCG Pring Turner Capital Group Alamo, California	$2.4M	+$16.4K	1	2.56%	Increased
429	CT Coastline Trust Providence, Rhode Island	$2.4M	$0	1	0.47%	Maintained
430	B BancorpSouth Tupelo, Mississippi	$2.39M	+$234K	1	0.26%	Increased
431	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.39M	$0	1	0.1%	Maintained
432	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.35M	-$76.5K	2	0.12%	Reduced
433	Creative Planning Overland Park, Kansas	$2.35M	+$50.4K	4	0.01%	Increased
434	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.35M	-$48.9K	1	1.52%	Reduced
435	Nikko Asset Management Americas New York	$2.35M	+$2.3M	1	0.19%	New
436	SCM Snow Capital Management Sewickley, Pennsylvania	$2.31M	-$19.1M	1	0.1%	Reduced
437	Advisor Group Phoenix, Arizona	$2.29M	-$49.1K	4	0.05%	Reduced
438	Truist Financial Charlotte, North Carolina	$2.29M	-$24.7K	2	0.05%	Reduced
439	TCW Group Los Angeles, California	$2.25M	-$19.7K	1	0.02%	Reduced
440	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$2.21M	-$32.4K	1	1.36%	Reduced
441	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.2M	+$640K	2	0.01%	Increased
442	Kentucky Retirement Systems Frankfort, Kentucky	$2.2M	-$130K	1	0.16%	Reduced
443	RNC Capital Management Los Angeles, California	$2.18M	+$48.2K	1	0.18%	Increased
444	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.18M	$0	2	0.23%	Maintained
445	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$2.17M	+$2.13M	1	0.29%	New
446	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.16M	+$325K	3	0.02%	Increased
447	Stratos Wealth Partners Beachwood, Ohio	$2.16M	+$404K	1	0.13%	Increased
448	CIBC World Market Toronto, Ontario, Canada	$2.15M	+$1.26M	1	0.01%	Increased
449	SFI SPC Financial Inc Rockville, Maryland	$2.15M	+$338K	1	0.66%	Increased
450	Simplex Trading Chicago, Illinois	$2.14M	+$2.08M	2	0.13%	Increased