← 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	IP Interval Partners New York	$1.21M	-$12.9M	1	0.15%	Reduced
502	SAM Selway Asset Management	$1.18M	+$65K	1	0.74%	Increased
503	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.16M	+$160K	1	0.91%	Increased
504	Cambridge Investment Research Advisors Fairfield, Iowa	$1.15M	-$468K	1	0.03%	Reduced
505	KCA KR Capital Advisors New York	$1.15M	-$1.95M	1	0.81%	Reduced
506	FCI Financial Counselors Inc Overland Park, Kansas	$1.15M	-$280K	1	0.08%	Reduced
507	First Allied Advisory Services San Diego, California	$1.15M	+$232K	2	0.06%	Increased
508	NVIM New Vernon Investment Management Highland Park, Illinois	$1.14M	$0	1	0.89%	Maintained
509	BBI Baxter Bros Inc Riverside, Connecticut	$1.14M	$0	1	0.42%	Maintained
510	RegentAtlantic Capital Morristown, New Jersey	$1.13M	-$98.1K	1	0.11%	Reduced
511	Quantbot Technologies New York	$1.12M	-$584K	2	0.2%	Reduced
512	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$1.12M	+$37.2K	1	0.52%	Increased
513	AAM Azzad Asset Management Falls Church, Virginia	$1.12M	+$77.3K	2	0.59%	Increased
514	Creative Planning Overland Park, Kansas	$1.12M	-$60.4K	2	0.01%	Reduced
515	PCM Princeton Capital Management Red Bank, New Jersey	$1.12M	+$118K	1	1.27%	Increased
516	PCTC Perkins Coie Trust Company Seattle, Washington	$1.11M	+$15.6K	1	0.89%	Increased
517	RIG Roosevelt Investment Group New York	$1.11M	$0	1	0.07%	Maintained
518	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.1M	$0	1	0.14%	Maintained
519	Scotia Capital Toronto, Ontario, Canada	$1.08M	-$1.32M	2	0.02%	Reduced
520	ZF Zhang Financial Portage, Michigan	$1.07M	+$591K	1	0.68%	Increased
521	Bartlett & Co Cincinnati, Ohio	$1.07M	-$14.5M	2	0.06%	Reduced
522	MCM Mork Capital Management Healdsburg, California	$1.07M	+$402K	1	1.26%	Increased
523	CCM Compton Capital Management Providence, Rhode Island	$1.06M	+$35.4K	1	0.38%	Increased
524	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.05M	$0	1	0.04%	Maintained
525	DCM Dynamic Capital Management St. Helier, Jersey	$1.04M	+$1.2M	1	0.29%	New