← 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	SA Strategic Advisors New York	$1.79M	+$117K	1	1.15%	Increased
502	Sequoia Financial Advisors Akron, Ohio	$1.78M	$0	1	0.82%	Maintained
503	MJP Michael J. Puzo	$1.77M	-$15.2K	2	1.13%	Reduced
504	Trexquant Investment Stamford, Connecticut	$1.75M	+$893K	1	0.18%	Increased
505	CT Chicago Trust Grayslake, Illinois	$1.72M	+$1.72M	1	0.59%	New
506	Old National Bancorp Evansville, Indiana	$1.71M	+$75.6K	3	0.09%	Increased
507	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.7M	+$77.4K	1	1.29%	Increased
508	HL Financial Services Louisville, Kentucky	$1.7M	-$30K	3	0.05%	Reduced
509	NVIM New Vernon Investment Management Highland Park, Illinois	$1.7M	$0	1	1.17%	Maintained
510	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.69M	-$64.3K	2	0.63%	Reduced
511	Ameritas Investment Partners Lincoln, Nebraska	$1.68M	+$1.07M	1	0.11%	Increased
512	SSA South Street Advisors New York	$1.68M	$0	1	0.5%	Maintained
513	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.65M	+$1.09K	1	0.4%	Increased
514	Capital Fund Management (CFM) Paris, France	$1.64M	+$1.34M	1	0.02%	Increased
515	Cambridge Investment Research Advisors Fairfield, Iowa	$1.63M	-$329K	1	0.05%	Reduced
516	UR USCA RIA Houston, Texas	$1.58M	+$973K	1	0.42%	Increased
517	Creative Planning Overland Park, Kansas	$1.57M	-$688K	3	0.01%	Reduced
518	AR Advisory Research Chicago, Illinois	$1.56M	+$7.07K	2	0.02%	Increased
519	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.55M	+$1.55M	1	0.1%	New
520	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.53M	+$73K	2	0.31%	Increased
521	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.51M	-$34K	1	0.2%	Reduced
522	HM Payson & Co Portland, Maine	$1.51M	-$282K	1	0.08%	Reduced
523	CWA Constellation Wealth Advisors New York	$1.51M	+$495K	1	0.13%	Increased
524	SAM Selway Asset Management	$1.5M	+$42.5K	1	0.79%	Increased
525	RIM Regent Investment Management Louisville, Kentucky	$1.49M	+$27.9K	1	0.76%	Increased