← 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	Smith Salley Wealth Management Greensboro, North Carolina	$2.87M	+$84.9K	1	0.46%	Increased
477	Bridgewater Associates Westport, Connecticut	$2.85M	-$3.46M	2	0.02%	Reduced
478	Daiwa Securities Group Tokyo, Japan	$2.84M	+$660K	1	0.02%	Increased
479	Barings Charlotte, North Carolina	$2.84M	-$183K	1	0.07%	Reduced
480	TI Truehand Inc Strafford, New Hampshire	$2.8M	$0	1	2.13%	Maintained
481	JWM Jackson Wealth Management Lake Mary, Florida	$2.8M	+$97.5K	1	0.68%	Increased
482	Allstate Corporation Northbrook, Illinois	$2.74M	+$67.1K	1	0.07%	Increased
483	FAB First American Bank Dundee, Illinois	$2.74M	-$174K	1	0.2%	Reduced
484	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.74M	+$41.6K	1	0.98%	Increased
485	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.73M	$0	1	0.14%	Maintained
486	Jefferies Group New York	$2.72M	+$889K	1	0.02%	Increased
487	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$2.69M	+$1.27M	1	0.11%	Increased
488	SLA Silver Lake Advisory Cottonwood Heights, Utah	$2.69M	-$134K	1	1.81%	Reduced
489	Capital Guardian Trust Los Angeles, California	$2.68M	-$509K	1	0.04%	Reduced
490	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$2.66M	+$253K	2	0.42%	Increased
491	RP Rice Partnership Honolulu, Hawaii	$2.64M	+$345K	1	1.91%	Increased
492	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.64M	-$2.2M	1	0.65%	Reduced
493	Capital International Sarl Los Angeles, California	$2.62M	-$946K	1	0.33%	Reduced
494	TA Teton Advisors Rye, New York	$2.6M	$0	2	0.26%	Maintained
495	Private Advisor Group Morristown, New Jersey	$2.58M	+$380K	3	0.05%	Increased
496	Gratus Capital Atlanta, Georgia	$2.49M	-$570K	1	0.42%	Reduced
497	GHA GW Henssler & Associates Kennesaw, Georgia	$2.48M	-$57.3K	1	0.23%	Reduced
498	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.47M	-$6.1K	1	1.15%	Reduced
499	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.45M	-$64.2K	1	0.45%	Reduced
500	PAM Pegasus Asset Management Montebello, New York	$2.42M	+$10.1K	1	2%	Increased