← 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	Cambridge Investment Research Advisors Fairfield, Iowa	$1.39M	+$232K	2	0.03%	Increased
477	SEC Seven Eight Capital New York	$1.38M	+$1.23M	1	0.94%	Increased
478	First Allied Advisory Services San Diego, California	$1.38M	+$233K	2	0.07%	Increased
479	PP Patten & Patten Chattanooga, Tennessee	$1.37M	-$425K	1	0.19%	Reduced
480	Bessemer Group Woodbridge, New Jersey	$1.35M	+$1.14M	4	0.01%	Increased
481	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.34M	-$77.2K	1	0.04%	Reduced
482	SSA South Street Advisors New York	$1.34M	$0	1	0.43%	Maintained
483	ICOA Investment Centers of America Bismarck, North Dakota	$1.33M	-$25.3K	1	0.17%	Reduced
484	SAM Selway Asset Management	$1.33M	+$141K	1	0.89%	Increased
485	Creative Planning Overland Park, Kansas	$1.33M	+$203K	3	0.01%	Increased
486	Central Trust Company Jefferson City, Missouri	$1.31M	-$474K	2	0.11%	Reduced
487	SG Americas Securities New York	$1.31M	-$42.7M	2	0.01%	Reduced
488	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.3M	+$40.6K	1	0.64%	Increased
489	AF Ally Financial Detroit, Michigan	$1.3M	+$1.35M	1	0.18%	New
490	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.3M	+$1.38K	2	0.1%	Increased
491	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.29M	+$113K	1	0.89%	Increased
492	SGH Schonfeld Group Holdings Jericho, New York	$1.28M	+$876K	1	0.81%	Increased
493	PGA Portland Global Advisors Portland, Maine	$1.28M	+$278K	1	0.69%	Increased
494	CM Capital Management Glen Allen, Virginia	$1.28M	-$515K	1	0.48%	Reduced
495	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.25M	-$402K	1	0.02%	Reduced
496	FCI Financial Counselors Inc Overland Park, Kansas	$1.25M	+$90.7K	1	0.08%	Increased
497	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.24M	-$179K	2	0.02%	Reduced
498	Welch & Forbes Boston, Massachusetts	$1.24M	-$228K	1	0.04%	Reduced
499	GIM Groesbeck Investment Management Paramus, New Jersey	$1.2M	-$263K	1	0.76%	Reduced
500	GA Geneva Advisors Chicago, Illinois	$1.19M	+$874K	2	0.02%	Increased