← 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	AFM Andesa Financial Management Allentown, Pennsylvania	$5.06M	-$4.21M	1	2.76%	Reduced
427	AOWM Alpha Omega Wealth Management Richmond, Virginia	$5.04M	-$390K	1	0.9%	Reduced
428	PAM Pegasus Asset Management Montebello, New York	$5.04M	-$21.5K	1	2.72%	Reduced
429	Rathbones Group Liverpool, United Kingdom	$4.99M	-$56.7K	1	0.06%	Reduced
430	Annex Advisory Services Brookfield, Wisconsin	$4.97M	-$14.4K	1	0.28%	Reduced
431	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.96M	+$287K	1	0.1%	Increased
432	Bleakley Financial Group Fairfield, New Jersey	$4.95M	+$4.78M	2	0.18%	New
433	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$4.95M	-$16.1K	1	1.4%	Reduced
434	SL Summitry LLC Foster City, California	$4.95M	+$333K	1	0.36%	Increased
435	ISB Iowa State Bank Urbandale, Iowa	$4.92M	-$19.5K	1	1.24%	Reduced
436	Kentucky Retirement Systems Frankfort, Kentucky	$4.92M	+$21K	1	0.19%	Increased
437	USS Investment Management London, United Kingdom	$4.88M	+$813K	1	0.07%	Increased
438	Advisory Services Network Atlanta, Georgia	$4.88M	+$171K	5	0.15%	Increased
439	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$4.87M	-$15.3K	1	0.4%	Reduced
440	Prudential plc London, England, United Kingdom	$4.86M	+$1.62M	1	0.06%	Increased
441	Panagora Asset Management Boston, Massachusetts	$4.85M	+$496K	3	0.03%	Increased
442	Elo Mutual Pension Insurance Espoo, Finland	$4.85M	+$140K	1	0.17%	Increased
443	Lido Advisors Los Angeles, California	$4.83M	-$1.88M	1	0.06%	Reduced
444	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$4.83M	+$104K	1	1.98%	Increased
445	Pathstone Family Office Englewood, New Jersey	$4.83M	+$1.94M	3	0.09%	Increased
446	BHA Beech Hill Advisors New York	$4.82M	+$6.13K	1	2.68%	Increased
447	MFG Monte Financial Group Guilford, Connecticut	$4.79M	+$14.9K	1	2.46%	Increased
448	LSA L & S Advisors Los Angeles, California	$4.78M	+$2.08M	1	0.88%	Increased
449	Cetera Investment Advisers Schaumburg, Illinois	$4.77M	+$1.77M	3	0.04%	Increased
450	AI Acuitas Investments Seattle, Washington	$4.72M	-$1.7M	1	4.76%	Reduced