← 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	CT Colonial Trust Spartanburg, South Carolina	$3.75M	+$69.8K	2	1.02%	Increased
502	Dai-ichi Life Insurance Company Tokyo, Japan	$3.74M	$0	1	0.09%	Maintained
503	SG Americas Securities New York	$3.74M	-$750K	4	0.05%	Reduced
504	Squarepoint New York	$3.74M	+$1.72M	2	0.01%	Increased
505	DWA Dorsey Wright & Associates Pasadena, California	$3.73M	+$3.57M	2	1.09%	New
506	FRA Front Row Advisors Tiburon, California	$3.71M	-$375K	2	1.92%	Reduced
507	Clearstead Advisors Cleveland, Ohio	$3.7M	+$961K	2	0.29%	Increased
508	MLICM Metropolitan Life Insurance Company (MetLife) New York	$3.7M	-$109K	3	0.17%	Reduced
509	AWM Avitas Wealth Management Los Angeles, California	$3.68M	-$29.1K	1	0.78%	Reduced
510	Twin Tree Management Dallas, Texas	$3.66M	-$4.89M	1	0.01%	Reduced
511	Stratos Wealth Partners Beachwood, Ohio	$3.66M	-$40.3K	1	0.09%	Reduced
512	WIS Wright Investors Service Shelton, Connecticut	$3.63M	+$80K	2	1.04%	Increased
513	First National Trust Hermitage, Pennsylvania	$3.63M	-$74K	1	0.19%	Reduced
514	Andra AP-fonden Goteborg, Sweden	$3.59M	+$2.41M	1	0.11%	Increased
515	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$3.58M	-$38.8K	2	0.26%	Reduced
516	Shelton Capital Management Denver, Colorado	$3.57M	-$853K	3	0.37%	Reduced
517	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.57M	+$139K	3	1.47%	Increased
518	Kestra Private Wealth Services Austin, Texas	$3.55M	-$217K	1	0.18%	Reduced
519	D.A. Davidson & Co Great Falls, Montana	$3.53M	-$763K	2	0.04%	Reduced
520	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$3.5M	+$2.64M	3	0.84%	Increased
521	MCM Marathon Capital Management Hunt Valley, Maryland	$3.5M	-$30.1K	1	0.96%	Reduced
522	GC Globeflex Capital San Diego, California	$3.48M	+$3.12M	1	0.44%	Increased
523	CA Cullinan Associates Louisville, Kentucky	$3.48M	-$213K	1	0.19%	Reduced
524	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$3.47M	+$36.8K	1	2.09%	Increased
525	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$3.46M	-$145K	1	0.2%	Reduced