← 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	Cerity Partners New York	$2.35M	+$736K	1	0.14%	Increased
502	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.35M	-$5.27K	1	0.65%	Reduced
503	RNC Capital Management Los Angeles, California	$2.34M	-$35.6K	1	0.17%	Reduced
504	Cambiar Investors Denver, Colorado	$2.34M	+$2.38M	1	0.07%	New
505	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.33M	+$63.8K	1	0.23%	Increased
506	GCA Gideon Capital Advisors New York	$2.31M	+$1.89M	1	0.76%	Increased
507	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.3M	$0	1	0.17%	Maintained
508	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.3M	-$11.4K	4	0.03%	Reduced
509	Sumitomo Life Insurance Tokyo, Japan	$2.3M	-$297K	1	0.3%	Reduced
510	BOK Financial Tulsa, Oklahoma	$2.29M	-$504K	1	0.06%	Reduced
511	TIM Thompson Investment Management Madison, Wisconsin	$2.29M	-$863K	1	0.45%	Reduced
512	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$2.25M	+$2.04M	1	0.5%	New
513	MAM Marketfield Asset Management New York	$2.24M	+$2.19M	1	1.34%	New
514	Verition Fund Management Greenwich, Connecticut	$2.24M	-$62.6K	2	0.06%	Reduced
515	DTL Dynamic Technology Lab Singapore	$2.21M	+$1.56M	2	0.39%	Increased
516	Stratos Wealth Partners Beachwood, Ohio	$2.21M	+$65.7K	1	0.1%	Increased
517	MML Investors Services Springfield, Massachusetts	$2.2M	-$28.8K	2	0.04%	Reduced
518	BIA BMT Investment Advisors Berwyn, Pennsylvania	$2.2M	+$37.2K	1	1.13%	Increased
519	BBI Baxter Bros Inc Riverside, Connecticut	$2.19M	-$92.7K	1	0.5%	Reduced
520	First Allied Advisory Services San Diego, California	$2.18M	+$71.5K	3	0.08%	Increased
521	PPCM Pillar Pacific Capital Management Pacifica, California	$2.17M	-$35.9K	1	0.24%	Reduced
522	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.16M	$0	1	1.51%	Maintained
523	Shelton Capital Management Denver, Colorado	$2.15M	-$88.7K	3	0.13%	Reduced
524	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.15M	$0	1	0.14%	Maintained
525	Prudential plc London, England, United Kingdom	$2.14M	+$826K	1	0.01%	Increased