← 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	MF MHI Funds Woodstock, New York	$3.32M	+$410	1	2.88%	Increased
427	Gratus Capital Atlanta, Georgia	$3.27M	+$41K	1	0.47%	Increased
428	NSIM North Star Investment Management Chicago, Illinois	$3.24M	+$309K	2	0.39%	Increased
429	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.23M	+$143K	2	0.28%	Increased
430	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3.22M	+$400K	1	0.5%	Increased
431	CAM Carret Asset Management New York	$3.22M	+$26.7K	1	0.53%	Increased
432	TA Teton Advisors Rye, New York	$3.21M	$0	2	0.3%	Maintained
433	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.21M	-$299K	1	0.3%	Reduced
434	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.2M	+$272K	3	0.02%	Increased
435	Caxton Associates (New York) New York	$3.2M	-$3.39M	1	0.16%	Reduced
436	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.19M	-$46.3K	1	0.16%	Reduced
437	Franklin Resources San Mateo, California	$3.19M	+$642K	2	0%	Increased
438	CB Cadence Bank Tupelo, Mississippi	$3.18M	+$126K	1	0.3%	Increased
439	TAM Telemark Asset Management Boston, Massachusetts	$3.17M	$0	1	0.46%	Maintained
440	Brown Advisory Baltimore, Maryland	$3.16M	-$589K	1	0.01%	Reduced
441	ISB Iowa State Bank Urbandale, Iowa	$3.15M	-$155K	1	1.53%	Reduced
442	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.15M	-$1.72K	1	0.04%	Reduced
443	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$3.13M	+$138K	1	1.59%	Increased
444	LM Lincluden Management Mississauga, Ontario, Canada	$3.11M	-$29K	1	0.25%	Reduced
445	CTA Colonial Trust Advisors Spartanburg, South Carolina	$3.1M	-$1.15M	1	0.63%	Reduced
446	D.A. Davidson & Co Great Falls, Montana	$3.08M	+$141K	2	0.06%	Increased
447	Scout Investments Kansas City, Missouri	$3.05M	-$99.8K	1	0.07%	Reduced
448	SCM Stellar Capital Management Phoenix, Arizona	$3.04M	+$26.9K	1	1.96%	Increased
449	Ameritas Investment Partners Lincoln, Nebraska	$3.03M	+$1.91M	3	0.15%	Increased
450	Smith Salley Wealth Management Greensboro, North Carolina	$3.02M	+$73.2K	1	0.54%	Increased