← 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	SWM Segment Wealth Management Houston, Texas	$18.5M	+$331K	1	1.27%	Increased
452	CIS Connors Investor Services Wyomissing, Pennsylvania	$18.5M	+$1.64M	1	1.79%	Increased
453	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$18.3M	+$477K	2	0.69%	Increased
454	YCM Yaupon Capital Management New York	$18.1M	-$27M	1	0.99%	Reduced
455	Avantax Advisory Services Dallas, Texas	$18.1M	-$855K	5	0.12%	Reduced
456	AF Alerus Financial Grand Forks, North Dakota	$17.9M	-$797K	1	1.32%	Reduced
457	Capital International Sarl Los Angeles, California	$17.9M	+$8.5M	2	0.46%	Increased
458	Oppenheimer Asset Management New York	$17.8M	-$1.76M	3	0.21%	Reduced
459	Baker Avenue Asset Management San Francisco, California	$17.8M	-$75.2K	3	0.56%	Reduced
460	World Investment Advisors Santa Barbara, California	$17.7M	+$14.4M	3	0.56%	Increased
461	LBC Lowe Brockenbrough & Co Richmond, Virginia	$17.7M	-$5.48M	2	1.13%	Reduced
462	Stratos Wealth Partners Beachwood, Ohio	$17.7M	+$1.17M	3	0.25%	Increased
463	First Citizens Bank & Trust Raleigh, North Carolina	$17.6M	-$1.83M	3	0.39%	Reduced
464	Rafferty Asset Management New York	$17.5M	-$166K	3	0.06%	Reduced
465	FineMark National Bank & Trust Fort Myers, Florida	$17.5M	+$11.9M	2	0.61%	Increased
466	Quadrature Capital London, United Kingdom	$17.4M	-$21.9M	2	0.4%	Reduced
467	DIA Davidson Investment Advisors Great Falls, Montana	$17.4M	+$626K	1	0.84%	Increased
468	APG Asset Management Amsterdam, Netherlands	$17.3M	-$85.1M	1	0.12%	Reduced
469	WTFG Wells Trecaso Financial Group Akron, Ohio	$17.3M	-$62.6K	1	5.69%	Reduced
470	SCA Snowden Capital Advisors New York	$17.2M	-$5.92M	5	0.51%	Reduced
471	FSCM Front Street Capital Management Missoula, Montana	$17M	+$6.96K	2	2.75%	Increased
472	ZDA Zweig-DiMenna Associates New York	$16.9M	+$3.38M	2	1.71%	Increased
473	FAB First American Bank Dundee, Illinois	$16.9M	-$663K	1	1.22%	Reduced
474	TCM Thames Capital Management Roseland, New Jersey	$16.9M	+$1.15M	1	5.26%	Increased
475	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$16.9M	-$375K	3	0.96%	Reduced