← 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	Sequoia Financial Advisors Akron, Ohio	$1.78M	+$1.73M	1	1.22%	New
502	MJP Michael J. Puzo	$1.78M	-$47.3K	2	1.17%	Reduced
503	FA FDx Advisors Chicago, Illinois	$1.78M	-$595K	2	0.11%	Reduced
504	FCI Financial Counselors Inc Overland Park, Kansas	$1.77M	+$968K	1	0.11%	Increased
505	FM Forward Management San Francisco, California	$1.77M	+$3.96K	1	0.1%	Increased
506	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.75M	-$1.32M	2	0.65%	Reduced
507	COI Connable Office Inc Kalamazoo, Michigan	$1.71M	+$1.65K	1	0.46%	Increased
508	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.71M	+$1.64M	1	0.69%	New
509	NVIM New Vernon Investment Management Highland Park, Illinois	$1.7M	+$1.65M	1	1.15%	New
510	SSA South Street Advisors New York	$1.68M	+$54.7K	1	0.55%	Increased
511	TCM Tradition Capital Management Summit, New Jersey	$1.67M	+$1.62M	1	0.53%	New
512	Voloridge Investment Management Jupiter, Florida	$1.66M	-$1.93M	1	0.1%	Reduced
513	AT Arden Trust Wilmington, Delaware	$1.65M	+$236K	1	0.23%	Increased
514	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.65M	-$122K	1	0.4%	Reduced
515	Two Sigma Advisers New York	$1.63M	-$15.3M	3	0.01%	Reduced
516	Old National Bancorp Evansville, Indiana	$1.63M	-$270K	1	0.1%	Reduced
517	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.63M	+$364K	1	1.23%	Increased
518	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.61M	+$52.7K	1	0.01%	Increased
519	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.56M	-$330K	1	0.45%	Reduced
520	Brookstone Capital Management Wheaton, Illinois	$1.55M	+$1.51M	1	0.26%	New
521	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.55M	+$160K	1	0.21%	Increased
522	ARTA A.R.T. Advisors New York	$1.54M	+$1.58M	1	0.06%	New
523	Virtu KCG Holdings New York	$1.51M	-$880K	4	0.02%	Reduced
524	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.5M	+$27.6K	1	1.11%	Increased
525	SAMNY Samsung Asset Management (New York) New York	$1.5M	-$1.73M	1	0.5%	Reduced