← 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	Qube Research & Technologies (QRT) London, United Kingdom	$3.4M	+$1.28M	3	0.03%	Increased
502	SCP Shorepoint Capital Partners Norwood, Massachusetts	$3.36M	-$99.9K	1	1.4%	Reduced
503	RIG Roosevelt Investment Group New York	$3.33M	-$124K	1	0.2%	Reduced
504	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$3.33M	+$97.1K	1	1.34%	Increased
505	KIA KCM Investment Advisors Greenbrae, California	$3.32M	-$27.2K	1	0.12%	Reduced
506	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.3M	-$1.41K	1	1.21%	Reduced
507	DCM Dupont Capital Management Wilmington, Delaware	$3.29M	+$175K	2	0.13%	Increased
508	WIM Wilen Investment Management Bonita Springs, Florida	$3.29M	-$6.6K	2	2.48%	Reduced
509	BS Bessemer Securities New York	$3.27M	$0	1	0.95%	Maintained
510	SAM Selway Asset Management	$3.27M	+$63.4K	1	1.58%	Increased
511	BSB Bangor Savings Bank Bangor, Maine	$3.25M	+$192K	2	0.34%	Increased
512	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.22M	-$15.7K	1	1.92%	Reduced
513	Cerity Partners New York	$3.21M	-$156K	1	0.05%	Reduced
514	MUFG Americas New York	$3.19M	+$231K	2	0.06%	Increased
515	CBB Citizens Business Bank Ontario, California	$3.19M	+$18K	1	0.38%	Increased
516	Cullen Capital Management New York	$3.18M	+$304K	1	0.03%	Increased
517	BWM BerganKDV Wealth Management Bloomington, Minnesota	$3.16M	+$299K	4	0.34%	Increased
518	SFI Siemens Fonds Invest Munich, Germany	$3.15M	+$60.6K	1	0.26%	Increased
519	CCG Cypress Capital Group Palm Beach, Florida	$3.14M	-$870K	1	0.39%	Reduced
520	Davenport & Co Richmond, Virginia	$3.14M	+$168K	1	0.02%	Increased
521	MWA Meridian Wealth Advisors Austin, Texas	$3.13M	+$100K	1	0.73%	Increased
522	Gratus Capital Atlanta, Georgia	$3.12M	-$64.7K	1	0.3%	Reduced
523	Hantz Financial Services Southfield, Michigan	$3.1M	+$784K	1	0.09%	Increased
524	OF Outfitter Financial Brunswick, Maine	$3.1M	-$12.9K	2	2.37%	Reduced
525	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$3.1M	-$103K	1	3.21%	Reduced