← 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	SSA South Street Advisors New York	$1.54M	$0	1	0.48%	Maintained
477	AF Alerus Financial Grand Forks, North Dakota	$1.53M	+$1.58M	1	0.26%	New
478	PHS Pekin Hardy Strauss Chicago, Illinois	$1.53M	-$176K	1	0.34%	Reduced
479	CIM Corbyn Investment Management Lutherville, Maryland	$1.53M	-$43K	1	0.5%	Reduced
480	BA BKS Advisors Southfield, Michigan	$1.51M	+$700K	1	0.78%	Increased
481	FCI Financial Counselors Inc Overland Park, Kansas	$1.51M	+$22.3K	1	0.09%	Increased
482	Nippon Life Insurance Tokyo, Japan	$1.51M	-$245K	1	0.04%	Reduced
483	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.49M	-$2.79M	1	0.1%	Reduced
484	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.48M	-$373K	2	0.19%	Reduced
485	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$1.45M	+$51.2K	1	0.59%	Increased
486	Amalgamated Bank New York	$1.45M	+$296K	1	0.08%	Increased
487	Walleye Trading New York	$1.41M	-$1M	3	0.01%	Reduced
488	MAM Meeder Asset Management Dublin, Ohio	$1.4M	+$464K	1	0.13%	Increased
489	Jacobs Levy Equity Management Florham Park, New Jersey	$1.38M	+$836K	2	0.03%	Increased
490	SAM Selway Asset Management	$1.38M	-$103K	1	0.89%	Reduced
491	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.37M	+$181K	1	0.01%	Increased
492	GA Geneva Advisors Chicago, Illinois	$1.37M	+$1.93K	2	0.03%	Increased
493	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.36M	+$69.1K	3	0.01%	Increased
494	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.36M	-$25.8K	1	0.1%	Reduced
495	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.35M	+$1.16M	1	0.09%	New
496	CM Capital Management Glen Allen, Virginia	$1.34M	-$73.6K	1	0.52%	Reduced
497	CBN Cadence Bank NA Houston, Texas	$1.33M	+$1.05M	1	0.66%	Increased
498	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.32M	+$79.5K	1	0.17%	Increased
499	GHA GW Henssler & Associates Kennesaw, Georgia	$1.29M	+$121K	1	0.15%	Increased
500	Scotia Capital Toronto, Ontario, Canada	$1.29M	+$100K	2	0.03%	Increased