← 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	CG Cutler Group San Francisco, California	$2.36M	-$339K	2	0.19%	Reduced
502	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.33M	+$168K	1	0.51%	Increased
503	Stratos Wealth Partners Beachwood, Ohio	$2.29M	-$207K	1	0.1%	Reduced
504	GHA GW Henssler & Associates Kennesaw, Georgia	$2.28M	+$22K	1	0.22%	Increased
505	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$2.26M	+$354K	1	1.36%	Increased
506	People's United Financial Bridgeport, Connecticut	$2.25M	+$110K	1	0.06%	Increased
507	Meiji Yasuda Life Insurance Tokyo, Japan	$2.25M	+$809K	1	0.31%	Increased
508	Avalon Investment & Advisory Houston, Texas	$2.24M	-$38.4K	1	0.07%	Reduced
509	GCP GSA Capital Partners London, United Kingdom	$2.24M	+$346K	1	0.11%	Increased
510	NA Navellier & Associates Reno, Nevada	$2.24M	+$115K	1	0.31%	Increased
511	Shelton Capital Management Denver, Colorado	$2.2M	+$317K	2	0.14%	Increased
512	CAM Cypress Asset Management Houston, Texas	$2.2M	-$85.1K	1	0.65%	Reduced
513	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.12M	-$263K	1	1.22%	Reduced
514	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$2.11M	-$3.46M	2	0.31%	Reduced
515	PGA Portland Global Advisors Portland, Maine	$2.11M	+$152K	1	0.8%	Increased
516	BIA BMT Investment Advisors Berwyn, Pennsylvania	$2.11M	+$25.6K	1	1.35%	Increased
517	PK Pflug Koory Omaha, Nebraska	$2.1M	+$153K	3	1.66%	Increased
518	PAM Pegasus Asset Management Montebello, New York	$2.1M	+$49.7K	1	1.96%	Increased
519	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.09M	-$73.4K	1	0.29%	Reduced
520	SRAM Stone Ridge Asset Management New York	$2.08M	+$303K	3	0.12%	Increased
521	AIL AGF Investments LLC Toronto, Ontario, Canada	$2.06M	+$900K	1	0.24%	Increased
522	MUFG Americas New York	$2.04M	+$143K	2	0.06%	Increased
523	Tower Research Capital (TRC) New York	$2M	+$1.15M	6	0.11%	Increased
524	Verition Fund Management Greenwich, Connecticut	$1.98M	+$570K	2	0.12%	Increased
525	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$1.95M	-$9.88K	1	0.59%	Reduced