← 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
476	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.49M	-$246K	1	0.53%	Reduced
477	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.48M	-$1.47M	2	0.2%	Reduced
478	Welch & Forbes Boston, Massachusetts	$1.45M	-$2.32M	1	0.05%	Reduced
479	GIM Groesbeck Investment Management Paramus, New Jersey	$1.43M	-$151K	1	0.9%	Reduced
480	CIBC World Market Toronto, Ontario, Canada	$1.42M	+$310K	2	0.01%	Increased
481	GCG Giovine Capital Group Santa Monica, California	$1.42M	$0	1	1.09%	Maintained
482	GIM Guardian Investment Management Tiburon, California	$1.41M	-$221K	1	1.56%	Reduced
483	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.4M	-$272K	3	0.03%	Reduced
484	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.4M	+$986K	1	0.04%	Increased
485	FG Fiduciary Group Savannah, Georgia	$1.39M	-$187K	1	0.46%	Reduced
486	Spot Trading Chicago, Illinois	$1.39M	+$1.6M	2	0.01%	Increased
487	Old Mission Capital Chicago, Illinois	$1.38M	-$2.13M	1	0.19%	Reduced
488	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.37M	$0	1	0.07%	Maintained
489	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.36M	-$829K	2	0.31%	Reduced
490	Sequoia Financial Advisors Akron, Ohio	$1.36M	+$10.5K	1	0.59%	Increased
491	RCM Rotella Capital Management Bellevue, Washington	$1.35M	+$1.37M	1	0.44%	New
492	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.35M	-$5.18M	1	0.1%	Reduced
493	ICOA Investment Centers of America Bismarck, North Dakota	$1.34M	+$431K	1	0.2%	Increased
494	SSA South Street Advisors New York	$1.32M	$0	1	0.45%	Maintained
495	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.32M	+$39.2K	1	0.32%	Increased
496	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.29M	+$182K	2	0.11%	Increased
497	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.28M	+$97.4K	1	0.18%	Increased
498	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.25M	+$43.8K	1	0.63%	Increased
499	Old National Bancorp Evansville, Indiana	$1.23M	-$37.8K	2	0.07%	Reduced
500	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.21M	-$2.1M	2	0.01%	Reduced