← 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	D.A. Davidson & Co Great Falls, Montana	$6.73M	+$1.48M	2	0.07%	Increased
452	iA Global Asset Management Quebec, Quebec, Canada	$6.72M	-$1.85M	1	0.18%	Reduced
453	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$6.7M	+$216K	1	0.62%	Increased
454	AssetMark Inc Concord, California	$6.66M	+$263K	4	0.03%	Increased
455	USS Investment Management London, United Kingdom	$6.64M	$0	1	0.07%	Maintained
456	Quantinno Capital Management New York	$6.61M	+$221K	2	0.3%	Increased
457	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$6.47M	-$111K	2	0.56%	Reduced
458	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$6.45M	-$42.3K	1	2.97%	Reduced
459	Panagora Asset Management Boston, Massachusetts	$6.43M	-$1.09M	4	0.04%	Reduced
460	WAM Winslow Asset Management Beachwood, Ohio	$6.37M	-$141K	1	1.48%	Reduced
461	LCM LVM Capital Management Portage, Michigan	$6.36M	+$6.15M	2	0.9%	Increased
462	Atlantic Union Bankshares Glen Allen, Virginia	$6.34M	-$280K	1	0.65%	Reduced
463	EA Ellsworth Advisors Hudson, Ohio	$6.32M	+$416K	2	2.24%	Increased
464	Advisory Services Network Atlanta, Georgia	$6.26M	+$240K	1	0.17%	Increased
465	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.23M	+$302K	2	0.27%	Increased
466	NIP Nicholas Investment Partners Rancho Santa Fe, California	$6.2M	+$1.31M	1	0.46%	Increased
467	PCTC Perkins Coie Trust Company Seattle, Washington	$6.15M	-$28K	1	1.74%	Reduced
468	JWM Jackson Wealth Management Lake Mary, Florida	$6.15M	-$16K	1	0.88%	Reduced
469	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$6.14M	-$364K	1	1.69%	Reduced
470	Ameritas Investment Partners Lincoln, Nebraska	$6.11M	-$484K	4	0.24%	Reduced
471	Squarepoint New York	$6.1M	-$14.8M	4	0.02%	Reduced
472	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$6.09M	+$4.58M	1	0.14%	Increased
473	RBA Richard Bernstein Advisors New York	$6.06M	$0	1	0.14%	Maintained
474	HC Hendley & Co Zanesville, Ohio	$6.01M	$0	1	2.42%	Maintained
475	Annex Advisory Services Brookfield, Wisconsin	$6.01M	-$2.72M	2	0.36%	Reduced