← 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	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$2.56M	+$492K	2	0.36%	Increased
452	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.56M	+$114K	1	0.18%	Increased
453	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.54M	$0	1	1.09%	Maintained
454	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.54M	-$311K	1	0.14%	Reduced
455	PCTC Perkins Coie Trust Company Seattle, Washington	$2.51M	+$128K	1	1.03%	Increased
456	MCM Monument Capital Management Alexandria, Virginia	$2.5M	-$49.6K	1	1.47%	Reduced
457	Schonfeld Strategic Advisors New York	$2.49M	+$174K	2	0.06%	Increased
458	Scout Investments Kansas City, Missouri	$2.47M	-$551K	1	0.06%	Reduced
459	Gratus Capital Atlanta, Georgia	$2.44M	-$47.7K	1	0.41%	Reduced
460	WC Westhampton Capital Winston-Salem, North Carolina	$2.42M	+$7.41K	1	2.11%	Increased
461	AE Wealth Management Topeka, Kansas	$2.41M	+$465K	1	0.04%	Increased
462	NA Navellier & Associates Reno, Nevada	$2.41M	-$30.5K	1	0.57%	Reduced
463	South Dakota Investment Council Sioux Falls, South Dakota	$2.4M	-$133K	1	0.06%	Reduced
464	Stratos Wealth Partners Beachwood, Ohio	$2.39M	+$112K	1	0.09%	Increased
465	HA Heartland Advisors Milwaukee, Wisconsin	$2.39M	$0	1	0.21%	Maintained
466	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.36M	+$45.4K	2	0.14%	Increased
467	RBA Richard Bernstein Advisors New York	$2.33M	+$2.2M	1	0.07%	New
468	DZ Bank Frankfurt Am Main, Germany	$2.3M	-$13.2M	1	0.01%	Reduced
469	AAM Azzad Asset Management Falls Church, Virginia	$2.3M	-$171K	2	0.54%	Reduced
470	PPCM Pillar Pacific Capital Management Pacifica, California	$2.29M	-$17.7K	1	0.24%	Reduced
471	First Allied Advisory Services San Diego, California	$2.29M	+$155K	3	0.08%	Increased
472	NC NewSquare Capital Newtown Square, Pennsylvania	$2.28M	+$80.9K	1	0.39%	Increased
473	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.26M	-$20.6K	1	1.53%	Reduced
474	SCP Shorepoint Capital Partners Norwood, Massachusetts	$2.25M	+$94K	1	1.47%	Increased
475	AF Advisornet Financial Minnetonka, Minnesota	$2.25M	+$1.11M	3	0.18%	Increased