← 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	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.4M	+$68.5K	1	1.02%	Increased
452	AFM Andesa Financial Management Allentown, Pennsylvania	$3.4M	+$2.22K	1	2.96%	Increased
453	Dai-ichi Life Insurance Company Tokyo, Japan	$3.38M	+$33.4K	1	0.08%	Increased
454	PCA Providence Capital Advisors Charlotte, North Carolina	$3.37M	+$54.2K	1	1.81%	Increased
455	BAM Bruderman Asset Management Locust Valley, New York	$3.35M	-$121K	1	1.05%	Reduced
456	MCM Marathon Capital Management Hunt Valley, Maryland	$3.35M	+$385K	1	1.14%	Increased
457	CIBC World Market Toronto, Ontario, Canada	$3.35M	-$233K	2	0.01%	Reduced
458	TA Teton Advisors Rye, New York	$3.34M	$0	2	0.34%	Maintained
459	Atria Investments Charlotte, North Carolina	$3.26M	+$986K	3	0.09%	Increased
460	Huntington National Bank Columbus, Ohio	$3.24M	-$98.1K	5	0.05%	Reduced
461	TI Truehand Inc Strafford, New Hampshire	$3.24M	-$53.3K	1	2.46%	Reduced
462	Vestmark Advisory Solutions Wakefield, Massachusetts	$3.23M	+$20.6K	3	0.66%	Increased
463	PGA Portland Global Advisors Portland, Maine	$3.21M	+$61.8K	1	0.96%	Increased
464	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$3.2M	+$275K	3	0.43%	Increased
465	Wasatch Advisors Salt Lake City, Utah	$3.18M	-$1.07M	1	0.03%	Reduced
466	SLA Silver Lake Advisory Cottonwood Heights, Utah	$3.18M	+$74.3K	1	1.92%	Increased
467	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.16M	-$71.4K	3	0.16%	Reduced
468	Acadian Asset Management Boston, Massachusetts	$3.14M	-$951K	3	0.01%	Reduced
469	BNP Paribas Asset Management Paris, France	$3.14M	-$8.61M	1	0.02%	Reduced
470	FAB First American Bank Dundee, Illinois	$3.14M	+$2.94M	1	0.2%	New
471	NFG Next Financial Group Houston, Texas	$3.12M	+$1.13M	4	0.32%	Increased
472	CCP Corient Capital Partners Newport Beach, California	$3.12M	+$1.18M	1	0.4%	Increased
473	FL Fort LP Chevy Chase, Maryland	$3.09M	-$34.5K	1	0.55%	Reduced
474	Williams Jones Wealth Management New York	$3.09M	+$1.1M	1	0.06%	Increased
475	OSIA O'Shares Investment Advisers Boston, Massachusetts	$3.08M	+$123K	2	0.42%	Increased