← 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	Jump Financial Chicago, Illinois	$7.88M	+$4.92M	3	0.25%	Increased
452	NA Navellier & Associates Reno, Nevada	$7.87M	+$1.46M	2	1.18%	Increased
453	GLOBALT Investments Atlanta, Georgia	$7.86M	+$7.21M	1	0.33%	New
454	SL Summitry LLC Foster City, California	$7.81M	+$44.4K	1	0.45%	Increased
455	GSCM Greenfield Seitz Capital Management Dallas, Texas	$7.76M	+$7.12M	1	3.09%	New
456	SWM Scissortail Wealth Management Tulsa, Oklahoma	$7.75M	+$6.88M	1	2.46%	New
457	Capital Fund Management (CFM) Paris, France	$7.75M	-$4.87M	1	0.02%	Reduced
458	PAM Pegasus Asset Management Montebello, New York	$7.74M	-$12.4K	1	3.32%	Reduced
459	LCM LVM Capital Management Portage, Michigan	$7.71M	+$545K	2	0.99%	Increased
460	Kentucky Retirement Systems Frankfort, Kentucky	$7.69M	-$373K	1	0.24%	Reduced
461	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.69M	+$860K	1	0.9%	Increased
462	SAM Sycomore Asset Management Paris, France	$7.67M	+$2.28M	1	1.65%	Increased
463	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$7.6M	+$33.8K	1	0.65%	Increased
464	EA Ellsworth Advisors Hudson, Ohio	$7.6M	+$13	2	2.4%	Increased
465	Private Advisor Group Morristown, New Jersey	$7.57M	+$1.13M	2	0.06%	Increased
466	IAN Integrated Advisors Network Dallas, Texas	$7.5M	-$317K	1	0.42%	Reduced
467	CAM Carret Asset Management New York	$7.5M	-$100K	1	0.96%	Reduced
468	Nomura Holdings Tokyo, Japan	$7.48M	+$6.77M	2	0.02%	New
469	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$7.44M	+$6.82M	1	0.85%	New
470	BCM Barometer Capital Management Toronto, Ontario, Canada	$7.35M	+$6.74M	1	2.08%	New
471	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$7.31M	+$71.4K	2	0.56%	Increased
472	Stock Yards Bank & Trust Louisville, Kentucky	$7.31M	-$793K	1	0.26%	Reduced
473	Stratos Wealth Partners Beachwood, Ohio	$7.27M	+$896K	3	0.14%	Increased
474	AGAM Avalon Global Asset Management San Francisco, California	$7.22M	-$1.1M	1	2.54%	Reduced
475	WAM Winslow Asset Management Beachwood, Ohio	$7.21M	+$22.1K	1	1.47%	Increased