← 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	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$2.14M	+$8.62K	1	0.67%	Increased
502	PFT Providence First Trust Scottsdale, Arizona	$2.08M	-$9.85K	1	1.72%	Reduced
503	HP Harvey Partners Tarrytown, New York	$2.08M	+$1.46M	1	3.08%	Increased
504	MCM McMillion Capital Management Greensboro, North Carolina	$2.08M	+$2.5K	1	1.23%	Increased
505	Shelton Capital Management Denver, Colorado	$2.07M	+$54.8K	2	0.14%	Increased
506	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$2.06M	+$52.9K	1	1.26%	Increased
507	CIM Cambria Investment Management Manhattan Beach, California	$2.06M	+$54.8K	1	0.3%	Increased
508	Advisory Services Network Atlanta, Georgia	$2.05M	+$57.9K	4	0.16%	Increased
509	Todd Asset Management Louisville, Kentucky	$2.04M	+$23.1K	1	0.06%	Increased
510	GCP GSA Capital Partners London, United Kingdom	$2.04M	+$864K	1	0.11%	Increased
511	MUFG Americas New York	$2.03M	-$63.6K	2	0.06%	Reduced
512	MCM Monument Capital Management Alexandria, Virginia	$2.01M	+$363K	1	1.38%	Increased
513	LCM Logan Capital Management Newtown Square, Pennsylvania	$2M	-$27.5K	2	0.14%	Reduced
514	Pacer Advisors Malvern, Pennsylvania	$1.99M	+$604K	1	0.11%	Increased
515	Cerity Partners New York	$1.99M	-$461K	1	0.15%	Reduced
516	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.95M	-$73.9K	1	1.84%	Reduced
517	Wolverine Trading Chicago, Illinois	$1.95M	-$2.4M	3	0%	Reduced
518	ZCM Zebra Capital Management Stamford, Connecticut	$1.95M	+$2.02M	2	0.7%	New
519	RP Rice Partnership Honolulu, Hawaii	$1.95M	+$221K	1	1.3%	Increased
520	BIA BMT Investment Advisors Berwyn, Pennsylvania	$1.94M	+$192K	1	1.31%	Increased
521	PHS Pekin Hardy Strauss Chicago, Illinois	$1.94M	$0	1	0.35%	Maintained
522	FWSM First Wilshire Securities Management Pasadena, California	$1.92M	-$6.57K	1	0.53%	Reduced
523	CC ClearArc Capital Cincinnati, Ohio	$1.9M	+$226K	1	0.29%	Increased
524	Laird Norton Wetherby Wealth Management San Francisco, California	$1.9M	+$13.2K	2	0.26%	Increased
525	BA Boston Advisors Boston, Massachusetts	$1.88M	+$295K	1	0.05%	Increased