← 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	Wolverine Trading Chicago, Illinois	$3.48M	+$2.65M	2	0%	Increased
502	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$3.47M	-$213K	2	0.21%	Reduced
503	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.47M	-$34.9K	1	1.14%	Reduced
504	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.4M	-$97.3K	3	0.41%	Reduced
505	CIBC World Markets New York	$3.35M	-$831K	1	0.02%	Reduced
506	RIG Roosevelt Investment Group New York	$3.35M	+$127K	1	0.21%	Increased
507	Azimuth Capital Management Bloomfield Hills, Michigan	$3.35M	-$1.49M	1	0.14%	Reduced
508	Y-Intercept (HK) Hong Kong	$3.32M	+$2.87M	2	0.6%	Increased
509	CFIA Cantor Fitzgerald Investment Advisors New York	$3.31M	-$59.1K	1	0.25%	Reduced
510	Dymon Asia Capital (Singapore) Singapore	$3.31M	+$3.54M	1	0.37%	New
511	LCP Legacy Capital Partners Milwaukee, Wisconsin	$3.28M	-$180K	1	1.19%	Reduced
512	KIA KCM Investment Advisors Greenbrae, California	$3.27M	+$1.86M	1	0.13%	Increased
513	Harbour Investments Madison, Wisconsin	$3.26M	-$26.8K	3	0.1%	Reduced
514	PP Paloma Partners Greenwich, Connecticut	$3.26M	+$3.19M	2	0.08%	Increased
515	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.26M	-$320	1	1.2%	Reduced
516	SFI Siemens Fonds Invest Munich, Germany	$3.22M	+$3.44M	1	0.21%	New
517	Lido Advisors Los Angeles, California	$3.21M	+$571K	1	0.04%	Increased
518	Gratus Capital Atlanta, Georgia	$3.21M	$0	1	0.34%	Maintained
519	Stratos Wealth Partners Beachwood, Ohio	$3.21M	+$4.63K	1	0.08%	Increased
520	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.19M	-$7.99K	1	1.9%	Reduced
521	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$3.19M	+$8.79K	2	2.38%	Increased
522	VDBMI Van Den Berg Management I Austin, Texas	$3.16M	-$137K	1	0.62%	Reduced
523	CBB Citizens Business Bank Ontario, California	$3.15M	+$16.1K	1	0.42%	Increased
524	SAM Selway Asset Management	$3.15M	$0	1	1.72%	Maintained
525	FIM Freedom Investment Management Hartford, Connecticut	$3.12M	+$470K	2	0.24%	Increased