← 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	Pacer Advisors Malvern, Pennsylvania	$4.49M	-$687K	3	0.06%	Reduced
452	AHC Adell Harriman & Carpenter Houston, Texas	$4.47M	+$338K	1	0.47%	Increased
453	Covington Capital Management Los Angeles, California	$4.46M	+$155K	2	0.17%	Increased
454	KTA Keeley-Teton Advisors Chicago, Illinois	$4.46M	-$186K	2	0.49%	Reduced
455	D.A. Davidson & Co Great Falls, Montana	$4.45M	-$239K	3	0.05%	Reduced
456	Hotchkis & Wiley Capital Management Los Angeles, California	$4.44M	+$1.1M	1	0.01%	Increased
457	HIP Harrell Investment Partners Austin, Texas	$4.42M	-$137K	1	1.42%	Reduced
458	BDS Banco de Sabadell Miami, Florida	$4.42M	-$84.4K	3	2.97%	Reduced
459	Edmond de Rothschild Holding Chambesy, Switzerland	$4.3M	+$189K	2	0.1%	Increased
460	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$4.3M	+$161K	1	1.22%	Increased
461	Vanguard Personalized Indexing Management Oakland, California	$4.3M	+$259K	2	0.39%	Increased
462	Sigma Planning Corp Ann Arbor, Michigan	$4.29M	-$759K	2	0.13%	Reduced
463	PCTC Perkins Coie Trust Company Seattle, Washington	$4.27M	-$77K	2	1.34%	Reduced
464	RBA Richard Bernstein Advisors New York	$4.24M	+$276K	1	0.09%	Increased
465	HVP Hudson Value Partners Palm Beach, Florida	$4.24M	+$44.4K	1	2.33%	Increased
466	ACM Arosa Capital Management Miami Beach, Florida	$4.23M	+$1.94M	1	0.78%	Increased
467	MFG Monte Financial Group Guilford, Connecticut	$4.2M	+$556K	1	2.41%	Increased
468	AWM Avitas Wealth Management Los Angeles, California	$4.19M	+$672K	1	0.76%	Increased
469	Elo Mutual Pension Insurance Espoo, Finland	$4.18M	$0	1	0.13%	Maintained
470	BCM Beddow Capital Management Jackson, Wyoming	$4.18M	-$147K	2	2.5%	Reduced
471	PAM Premier Asset Management Chicago, Illinois	$4.15M	+$1.6M	1	0.58%	Increased
472	MCM Marathon Capital Management Hunt Valley, Maryland	$4.13M	+$58K	1	0.94%	Increased
473	AAM Arabesque Asset Management London, United Kingdom	$4.13M	+$4.42M	1	1.38%	New
474	Vestmark Advisory Solutions Wakefield, Massachusetts	$4.09M	+$881K	2	0.28%	Increased
475	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$4.07M	-$221K	1	0.7%	Reduced