← 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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.93M	+$1.17M	1	0.01%	Increased
502	Driehaus Capital Management Chicago, Illinois	$1.91M	-$746K	1	0.06%	Reduced
503	Congress Asset Management Boston, Massachusetts	$1.9M	-$80.5K	1	0.05%	Reduced
504	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.9M	-$134K	1	0.1%	Reduced
505	Freestone Capital Holdings Seattle, Washington	$1.87M	+$133K	1	0.29%	Increased
506	PP PDT Partners New York	$1.86M	+$1.88M	2	0.05%	New
507	Creative Planning Overland Park, Kansas	$1.86M	+$120K	4	0.02%	Increased
508	GACM Green Arrow Capital Management New York	$1.85M	+$1.78M	1	0.23%	New
509	Ladenburg Thalmann Financial Services Miami, Florida	$1.85M	+$141K	2	0.05%	Increased
510	BCB Brian C. Broderick	$1.85M	-$3.87K	1	0.85%	Reduced
511	AHC Adell Harriman & Carpenter Houston, Texas	$1.83M	+$66.8K	1	0.5%	Increased
512	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.82M	$0	1	0.23%	Maintained
513	HL Financial Services Louisville, Kentucky	$1.8M	+$402K	3	0.05%	Increased
514	SA Strategic Advisors New York	$1.79M	-$230K	1	1.14%	Reduced
515	PCM Princeton Capital Management Red Bank, New Jersey	$1.79M	+$8.39K	1	1.51%	Increased
516	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1.78M	+$1.33M	2	0.15%	Increased
517	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$1.77M	-$1.17M	2	0.12%	Reduced
518	GIP Granite Investment Partners El Segundo, California	$1.76M	-$7.17M	1	0.25%	Reduced
519	RIM Regent Investment Management Louisville, Kentucky	$1.73M	+$3.71K	1	0.85%	Increased
520	ACM Ativo Capital Management Chicago, Illinois	$1.71M	+$1.64M	1	0.74%	New
521	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.71M	+$43.8K	1	3.13%	Increased
522	NRS Neville Rodie & Shaw New York	$1.71M	+$11.5K	1	0.17%	Increased
523	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.71M	-$63K	1	0.34%	Reduced
524	Los Angeles Capital Management Los Angeles, California	$1.68M	+$782K	1	0.02%	Increased
525	SWK Stephen W. Kidder	$1.65M	-$25.4K	1	1.1%	Reduced