← 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
526	OIA Optimum Investment Advisors Chicago, Illinois	$1.47M	+$1.43M	2	0.6%	New
527	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.47M	+$665K	1	0.09%	Increased
528	Moneta Group Investment Advisors St Louis, Missouri	$1.47M	-$23.5K	2	0.97%	Reduced
529	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.47M	-$154K	1	0.37%	Reduced
530	AT Arden Trust Wilmington, Delaware	$1.46M	-$364K	1	0.19%	Reduced
531	SA Strategic Advisors New York	$1.44M	+$1.08M	1	1.18%	Increased
532	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.41M	$0	1	0.09%	Maintained
533	CCM Compton Capital Management Providence, Rhode Island	$1.4M	$0	1	0.85%	Maintained
534	ICOA Investment Centers of America Bismarck, North Dakota	$1.4M	+$236K	1	0.28%	Increased
535	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.38M	-$16.2K	1	1.57%	Reduced
536	G GlobalBridge Minneapolis, Minnesota	$1.37M	-$45.3K	1	0.74%	Reduced
537	ETrade Capital Management Arlington, Virginia	$1.37M	+$287K	2	0.13%	Increased
538	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.37M	-$1.58K	2	0.43%	Reduced
539	ZDA Zweig-DiMenna Associates New York	$1.34M	+$243K	2	0.05%	Increased
540	MIM Midwest Investment Management Cleveland, Ohio	$1.33M	-$38.6K	1	1.12%	Reduced
541	Profund Advisors Bethesda, Maryland	$1.31M	+$401K	2	0.07%	Increased
542	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.31M	+$56.2K	1	0.52%	Increased
543	Nikko Asset Management Americas New York	$1.3M	+$1.26M	1	0.04%	New
544	FQ First Quadrant Glendale, California	$1.29M	$0	1	0.03%	Maintained
545	MSU Maple Securities USA Jersey City, New Jersey	$1.29M	+$1.26M	1	0.1%	New
546	HIM Harbour Investment Management Edmonds, Washington	$1.27M	-$2.82K	1	0.89%	Reduced
547	CC Curian Capital Denver, Colorado	$1.26M	+$570K	2	0.02%	Increased
548	Brown Brothers Harriman & Co New York	$1.26M	+$3.96K	1	0.01%	Increased
549	First Manhattan New York	$1.25M	-$1.68K	4	0.01%	Reduced
550	Ingalls & Snyder LLC New York	$1.24M	-$24.7K	2	0.07%	Reduced