← 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	MIM Marco Investment Management Atlanta, Georgia	$2.69M	+$38.7K	1	0.42%	Increased
477	Raymond James Trust St. Petersburg, Florida	$2.68M	+$355K	2	0.16%	Increased
478	RegentAtlantic Capital Morristown, New Jersey	$2.63M	+$291K	1	0.23%	Increased
479	NSIM North Star Investment Management Chicago, Illinois	$2.63M	+$133K	3	0.31%	Increased
480	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.63M	$0	1	1.46%	Maintained
481	SRC Shufro Rose & Co New York	$2.6M	+$1.88M	1	0.25%	Increased
482	PTCG Pring Turner Capital Group Alamo, California	$2.59M	+$7.35K	1	2.74%	Increased
483	JWM Jackson Wealth Management Lake Mary, Florida	$2.59M	-$20.3K	1	0.6%	Reduced
484	RCM Riverhead Capital Management Wilmington, Delaware	$2.58M	-$819K	4	0.1%	Reduced
485	MCM Marathon Capital Management Hunt Valley, Maryland	$2.56M	-$34.3K	1	0.97%	Reduced
486	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.56M	$0	1	0.14%	Maintained
487	Hudson Bay Capital Management Stamford, Connecticut	$2.56M	-$5.57M	1	0.04%	Reduced
488	VAM Visionary Asset Management Houston, Texas	$2.55M	-$206K	1	0.85%	Reduced
489	TSS Two Sigma Securities New York	$2.55M	+$1.44M	2	0.01%	Increased
490	AF Alerus Financial Grand Forks, North Dakota	$2.53M	-$5.96K	1	0.36%	Reduced
491	SFI SPC Financial Inc Rockville, Maryland	$2.51M	-$81.2K	1	0.55%	Reduced
492	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$2.5M	+$2.32M	2	0.44%	Increased
493	RWA Wealth Partners Newton, Massachusetts	$2.49M	+$1.22K	3	0.28%	Increased
494	AWM Avitas Wealth Management Los Angeles, California	$2.42M	+$2.58M	1	0.75%	New
495	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.41M	+$46.6K	1	0.94%	Increased
496	CA Callahan Advisors Houston, Texas	$2.39M	+$1.32M	1	0.47%	Increased
497	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.39M	$0	1	1.17%	Maintained
498	KFP Keystone Financial Planning Cleveland, Ohio	$2.38M	+$44.9K	1	1.31%	Increased
499	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.36M	+$689K	1	0.02%	Increased
500	ED Exane Derivatives Paris, France	$2.36M	+$2.45M	1	0.39%	Increased