← 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	JWM Jackson Wealth Management Lake Mary, Florida	$2.59M	-$374K	1	0.72%	Reduced
477	Sumitomo Life Insurance Tokyo, Japan	$2.58M	-$297K	1	0.34%	Reduced
478	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.57M	+$28K	3	0.12%	Increased
479	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.55M	-$656	1	1.28%	Reduced
480	KFP Keystone Financial Planning Cleveland, Ohio	$2.55M	-$63.5K	1	1.42%	Reduced
481	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.54M	-$414K	1	1.26%	Reduced
482	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.53M	+$81.5K	1	1.01%	Increased
483	RegentAtlantic Capital Morristown, New Jersey	$2.52M	+$426K	1	0.21%	Increased
484	Raymond James Trust St. Petersburg, Florida	$2.51M	+$93K	2	0.17%	Increased
485	Avalon Investment & Advisory Houston, Texas	$2.49M	-$1.55M	1	0.08%	Reduced
486	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.46M	-$2.2M	4	0%	Reduced
487	CAM Cypress Asset Management Houston, Texas	$2.44M	-$329K	1	0.71%	Reduced
488	HCA Horan Capital Advisors Cincinnati, Ohio	$2.43M	+$2.49M	1	1.59%	New
489	GHA GW Henssler & Associates Kennesaw, Georgia	$2.41M	+$82.1K	1	0.24%	Increased
490	Truist Financial Charlotte, North Carolina	$2.32M	+$109K	2	0.04%	Increased
491	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.32M	+$12.5K	1	0.53%	Increased
492	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.31M	+$96.1K	2	0.3%	Increased
493	People's United Financial Bridgeport, Connecticut	$2.29M	-$64.8K	1	0.07%	Reduced
494	NA Navellier & Associates Reno, Nevada	$2.27M	+$139K	1	0.34%	Increased
495	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.25M	+$558K	1	1.44%	Increased
496	ARTA A.R.T. Advisors New York	$2.25M	-$5.65M	1	0.09%	Reduced
497	PP Paloma Partners Greenwich, Connecticut	$2.2M	+$435K	1	0.03%	Increased
498	PAM Pegasus Asset Management Montebello, New York	$2.19M	-$25K	1	2.08%	Reduced
499	I IberiaBank Lafayette, Louisiana	$2.18M	-$604K	1	0.43%	Reduced
500	PGA Portland Global Advisors Portland, Maine	$2.15M	-$13K	1	0.82%	Reduced