← 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	Segall Bryant & Hamill Chicago, Illinois	$2.03M	-$322K	3	0.05%	Reduced
452	DVM Dreman Value Management West Palm Beach, Florida	$1.99M	-$63.4K	2	1.21%	Reduced
453	FHC First Houston Capital Houston, Texas	$1.98M	-$4.04M	1	1.99%	Reduced
454	AMI Amica Mutual Insurance Providence, Rhode Island	$1.95M	$0	1	0.18%	Maintained
455	Parallax Volatility Advisers San Francisco, California	$1.94M	-$2.02M	2	0%	Reduced
456	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.9M	-$64K	1	0.06%	Reduced
457	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.9M	+$7.05K	1	0.87%	Increased
458	Lincoln National Corp Radnor, Pennsylvania	$1.89M	-$217K	1	0.11%	Reduced
459	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.89M	-$82.4K	1	1.61%	Reduced
460	First Allied Advisory Services San Diego, California	$1.85M	+$28.7K	2	0.1%	Increased
461	Tocqueville Asset Management New York	$1.82M	+$1.24M	2	0.02%	Increased
462	HL HeadInvest LLC Portland, Maine	$1.82M	-$420K	2	0.64%	Reduced
463	OI Oakbrook Investments Lisle, Illinois	$1.81M	-$1.98M	1	0.11%	Reduced
464	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.8M	+$26.4K	3	0.02%	Increased
465	CIM Cambria Investment Management Manhattan Beach, California	$1.8M	-$151K	1	0.84%	Reduced
466	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.8M	+$416K	1	1.13%	Increased
467	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.8M	+$29.4K	1	0.27%	Increased
468	Employees Retirement System of Texas Austin, Texas	$1.8M	-$901K	1	0.02%	Reduced
469	Todd Asset Management Louisville, Kentucky	$1.78M	+$360K	1	0.05%	Increased
470	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.77M	+$1.69M	1	0.58%	New
471	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.77M	+$18.4K	2	0.14%	Increased
472	SFI SPC Financial Inc Rockville, Maryland	$1.77M	+$1.74M	1	0.57%	New
473	Twin Tree Management Dallas, Texas	$1.75M	+$899K	2	0.02%	Increased
474	PGA Portland Global Advisors Portland, Maine	$1.75M	+$1.5K	1	0.77%	Increased
475	FWSM First Wilshire Securities Management Pasadena, California	$1.73M	-$8.3K	1	0.52%	Reduced