← 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	SAM Selway Asset Management	$1.54M	+$17.8K	1	0.96%	Increased
502	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.52M	+$73.1K	1	0.19%	Increased
503	AF Alerus Financial Grand Forks, North Dakota	$1.52M	-$167K	1	0.25%	Reduced
504	CCP Corient Capital Partners Newport Beach, California	$1.51M	+$1.49M	1	0.28%	New
505	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.51M	-$51.8K	1	0.34%	Reduced
506	CC ClearArc Capital Cincinnati, Ohio	$1.51M	+$100K	1	0.29%	Increased
507	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.49M	+$68.2K	1	0.08%	Increased
508	Fort Washington Investment Advisors Cincinnati, Ohio	$1.49M	+$334K	1	0.03%	Increased
509	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.49M	-$813K	1	0.61%	Reduced
510	Trexquant Investment Stamford, Connecticut	$1.49M	-$843K	1	0.33%	Reduced
511	Laird Norton Wetherby Wealth Management San Francisco, California	$1.48M	+$108K	2	0.3%	Increased
512	GHA GW Henssler & Associates Kennesaw, Georgia	$1.47M	+$49.7K	1	0.17%	Increased
513	Scotia Capital Toronto, Ontario, Canada	$1.46M	+$27.7K	2	0.03%	Increased
514	Meiji Yasuda Life Insurance Tokyo, Japan	$1.43M	-$330K	1	0.19%	Reduced
515	TCOT Trust Company of Toledo Holland, Ohio	$1.42M	+$90.6K	1	0.41%	Increased
516	Amalgamated Bank New York	$1.42M	+$4.59K	1	0.08%	Increased
517	First Horizon Advisors Memphis, Tennessee	$1.41M	+$132K	2	0.18%	Increased
518	Legal & General Group London, United Kingdom	$1.4M	+$979K	2	0%	Increased
519	PP Palladium Partners Norfolk, Virginia	$1.4M	-$21.7K	1	0.12%	Reduced
520	MCM Mork Capital Management Healdsburg, California	$1.37M	$0	1	1.3%	Maintained
521	First National Trust Hermitage, Pennsylvania	$1.36M	+$671K	1	0.21%	Increased
522	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.35M	-$20.4K	1	0.83%	Reduced
523	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.35M	$0	1	0.03%	Maintained
524	GA Geneva Advisors Chicago, Illinois	$1.33M	-$182K	2	0.03%	Reduced
525	CBB Citizens Business Bank Ontario, California	$1.31M	-$2.46K	1	0.24%	Reduced