← 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
501	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.98M	$0	1	0.1%	Maintained
502	SA Strategic Advisors New York	$1.97M	+$263K	2	1.32%	Increased
503	Nikko Asset Management Americas New York	$1.96M	+$81.1K	1	0.09%	Increased
504	FM Forward Management San Francisco, California	$1.94M	-$6.93K	1	0.11%	Reduced
505	Congress Asset Management Boston, Massachusetts	$1.93M	-$167K	1	0.05%	Reduced
506	Coldstream Capital Management Bellevue, Washington	$1.93M	+$32.1K	1	0.62%	Increased
507	SWK Stephen W. Kidder	$1.88M	$0	1	1.27%	Maintained
508	HGI Hansberger Global Investors Ft Lauderdale, Florida	$1.88M	+$260K	1	0.45%	Increased
509	FineMark National Bank & Trust Fort Myers, Florida	$1.85M	+$411K	2	0.35%	Increased
510	MUFG Americas New York	$1.82M	+$707K	3	0.06%	Increased
511	WhitTier Trust Company Reno, Nevada	$1.82M	+$692K	2	0.21%	Increased
512	Jacobs Levy Equity Management Florham Park, New Jersey	$1.81M	+$1.6M	2	0.03%	Increased
513	MCC Mid Continent Capital Chicago, Illinois	$1.81M	$0	1	0.11%	Maintained
514	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.77M	+$553K	1	0.25%	Increased
515	Bridgewater Associates Westport, Connecticut	$1.77M	+$1.73M	1	0.01%	New
516	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$1.75M	-$166K	2	0.21%	Reduced
517	PCM Princeton Capital Management Red Bank, New Jersey	$1.73M	-$1.71M	1	1.46%	Reduced
518	Hermes Investment Management London Uk, United Kingdom	$1.73M	$0	1	0.05%	Maintained
519	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.72M	-$49K	1	0.37%	Reduced
520	Ladenburg Thalmann Financial Services Miami, Florida	$1.72M	-$105K	2	0.05%	Reduced
521	Creative Planning Overland Park, Kansas	$1.72M	+$180K	4	0.03%	Increased
522	AHC Adell Harriman & Carpenter Houston, Texas	$1.71M	+$133K	1	0.51%	Increased
523	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.71M	-$1.74M	1	1.86%	Reduced
524	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.71M	-$14.7K	1	1.4%	Reduced
525	Daiwa Securities Group Tokyo, Japan	$1.7M	-$199K	1	0.01%	Reduced