← 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	PP Palladium Partners Norfolk, Virginia	$1.29M	-$58.5K	1	0.12%	Reduced
502	Todd Asset Management Louisville, Kentucky	$1.28M	-$47.8K	1	0.04%	Reduced
503	TC TFS Capital West Chester, Pennsylvania	$1.28M	-$1.96M	3	0.24%	Reduced
504	CC ClearArc Capital Cincinnati, Ohio	$1.28M	+$74.4K	1	0.25%	Increased
505	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.25M	+$30.6K	1	0.07%	Increased
506	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.25M	+$664K	1	0.78%	Increased
507	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.24M	$0	1	0.77%	Maintained
508	MCM Mork Capital Management Healdsburg, California	$1.24M	$0	1	1.24%	Maintained
509	Private Advisor Group Morristown, New Jersey	$1.24M	+$640K	2	0.05%	Increased
510	Daiwa Securities Group Tokyo, Japan	$1.23M	-$67.6K	1	0.01%	Reduced
511	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.22M	$0	1	0.04%	Maintained
512	Laird Norton Wetherby Wealth Management San Francisco, California	$1.22M	+$137K	2	0.27%	Increased
513	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.21M	-$432K	1	0.13%	Reduced
514	TCOT Trust Company of Toledo Holland, Ohio	$1.21M	+$35.6K	1	0.35%	Increased
515	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.2M	$0	1	0.01%	Maintained
516	Gotham Asset Management New York	$1.2M	-$20.7M	2	0.01%	Reduced
517	CBB Citizens Business Bank Ontario, California	$1.2M	+$2.33K	1	0.22%	Increased
518	CCM Compton Capital Management Providence, Rhode Island	$1.19M	-$22.1K	1	0.66%	Reduced
519	Ingalls & Snyder LLC New York	$1.19M	+$11.8K	2	0.07%	Increased
520	First Horizon Advisors Memphis, Tennessee	$1.18M	+$46.4K	1	0.16%	Increased
521	Hills Bank & Trust North Liberty, Iowa	$1.18M	-$1.53K	1	0.43%	Reduced
522	PCTC Perkins Coie Trust Company Seattle, Washington	$1.17M	-$8.78K	1	0.77%	Reduced
523	FIM Freedom Investment Management Hartford, Connecticut	$1.16M	+$562K	1	0.08%	Increased
524	Jane Street New York	$1.16M	+$1.19M	1	0.01%	New
525	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.15M	+$26.8K	4	0.08%	Increased