← 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
451	FC FCA Corp Houston, Texas	$2.02M	+$134K	1	1.07%	Increased
452	SCA Sippican Capital Advisors Boston, Massachusetts	$2.01M	+$1.27K	1	2.56%	Increased
453	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.99M	+$159K	1	0.45%	Increased
454	Balentine LLC Atlanta, Georgia	$1.98M	+$6.22K	3	0.5%	Increased
455	VAM Visium Asset Management New York	$1.98M	-$1.18M	1	0.03%	Reduced
456	DVM Dreman Value Management West Palm Beach, Florida	$1.98M	+$101K	2	0.23%	Increased
457	Employees Retirement System of Texas Austin, Texas	$1.96M	$0	2	0.03%	Maintained
458	Stephens Inc Little Rock, Arkansas	$1.94M	-$163K	1	0.1%	Reduced
459	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.93M	+$1.69M	2	0.26%	Increased
460	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.9M	+$46.1K	1	1.7%	Increased
461	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.89M	+$49.9K	1	1.46%	Increased
462	PIM Progressive Investment Management Lake Oswego, Oregon	$1.87M	-$36.3K	2	1.9%	Reduced
463	AHL Partners London, United Kingdom	$1.86M	+$1.38M	1	0.12%	Increased
464	AMI Amica Mutual Insurance Providence, Rhode Island	$1.85M	$0	1	0.18%	Maintained
465	B BancorpSouth Tupelo, Mississippi	$1.85M	+$1.63M	1	0.22%	New
466	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$1.84M	-$287K	1	0.15%	Reduced
467	Nippon Life Insurance Tokyo, Japan	$1.83M	-$12.6K	1	0.04%	Reduced
468	Ameritas Investment Partners Lincoln, Nebraska	$1.82M	+$1.1M	1	0.12%	Increased
469	Segall Bryant & Hamill Chicago, Illinois	$1.8M	-$94.2K	3	0.04%	Reduced
470	PHS Pekin Hardy Strauss Chicago, Illinois	$1.78M	-$118K	1	0.41%	Reduced
471	Central Trust Company Jefferson City, Missouri	$1.74M	+$148K	2	0.14%	Increased
472	First Allied Advisory Services San Diego, California	$1.73M	+$74.6K	2	0.1%	Increased
473	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.72M	+$615K	1	0.2%	Increased
474	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.7M	-$191K	2	0.2%	Reduced
475	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.7M	+$282K	1	0.02%	Increased