← 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	CAM Carret Asset Management New York	$1.59M	+$495K	1	0.31%	Increased
502	Freestone Capital Holdings Seattle, Washington	$1.58M	+$52.7K	1	0.27%	Increased
503	BB&T Securities Richmond, Virginia	$1.57M	-$1.45M	1	0.04%	Reduced
504	HL Financial Services Louisville, Kentucky	$1.57M	+$181K	3	0.05%	Increased
505	MCC Mid Continent Capital Chicago, Illinois	$1.56M	$0	1	0.09%	Maintained
506	GIP Granite Investment Partners El Segundo, California	$1.56M	+$128K	1	0.21%	Increased
507	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.54M	+$386K	1	0.16%	Increased
508	DC Deere & Company Moline, Illinois	$1.52M	-$1.83M	2	0.09%	Reduced
509	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.51M	+$17.9K	1	0.14%	Increased
510	PCM Princeton Capital Management Red Bank, New Jersey	$1.51M	+$49.6K	1	1.37%	Increased
511	SSA South Street Advisors New York	$1.51M	+$231K	1	0.55%	Increased
512	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$1.49M	-$118K	2	0.1%	Reduced
513	GIM Guardian Investment Management Tiburon, California	$1.47M	+$45.3K	1	1.7%	Increased
514	CIC Cornercap Investment Counsel Atlanta, Georgia	$1.47M	-$7.6K	1	0.27%	Reduced
515	AF Ally Financial Detroit, Michigan	$1.46M	-$3.69M	1	0.2%	Reduced
516	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.45M	-$152K	1	0.01%	Reduced
517	RIM Regent Investment Management Louisville, Kentucky	$1.43M	+$11.7K	1	0.73%	Increased
518	FHC First Houston Capital Houston, Texas	$1.42M	-$799K	2	1.33%	Reduced
519	Boston Partners Boston, Massachusetts	$1.42M	+$156K	1	0%	Increased
520	BAM Banta Asset Management Newport Beach, California	$1.39M	+$1.41M	1	3.05%	New
521	SA Strategic Advisors New York	$1.38M	-$94.2K	1	0.91%	Reduced
522	Veritable Wilmington, Delaware	$1.38M	+$39.8K	1	0.03%	Increased
523	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.38M	$0	1	0.27%	Maintained
524	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.38M	-$593K	1	1.2%	Reduced
525	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.37M	+$1.53M	1	1.08%	New