← 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	WCF West Coast Financial Santa Barbara, California	$1.7M	-$472K	1	0.86%	Reduced
527	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.69M	+$553K	1	0.1%	Increased
528	Freestone Capital Holdings Seattle, Washington	$1.69M	+$386K	1	0.3%	Increased
529	RIM Regent Investment Management Louisville, Kentucky	$1.68M	+$9.21K	1	0.89%	Increased
530	Smithfield Trust Pittsburgh, Pennsylvania	$1.67M	-$194K	2	0.33%	Reduced
531	NRS Neville Rodie & Shaw New York	$1.65M	-$7.08K	1	0.18%	Reduced
532	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.62M	-$98.4K	1	3.17%	Reduced
533	UR USCA RIA Houston, Texas	$1.62M	+$5.53K	1	0.58%	Increased
534	RH Rayner & Haynor Mill Valley, California	$1.59M	-$107K	1	1.25%	Reduced
535	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.57M	-$2.95K	1	1.68%	Reduced
536	CA Callahan Advisors Houston, Texas	$1.57M	+$300K	1	0.54%	Increased
537	AT Arden Trust Wilmington, Delaware	$1.57M	-$75.6K	1	0.19%	Reduced
538	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.57M	+$1.54M	2	0.27%	New
539	WIS Wright Investors Service Shelton, Connecticut	$1.56M	-$86.7K	1	0.7%	Reduced
540	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.55M	+$646K	2	0.36%	Increased
541	NPC National Planning Corporation El Segundo, California	$1.54M	+$119K	1	0.13%	Increased
542	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.54M	$0	1	0.12%	Maintained
543	Two Sigma Advisers New York	$1.53M	+$182K	3	0.01%	Increased
544	PCTC Perkins Coie Trust Company Seattle, Washington	$1.53M	+$1.47K	1	1.48%	Increased
545	Verition Fund Management Greenwich, Connecticut	$1.52M	+$1.1M	2	0.23%	Increased
546	Boston Partners Boston, Massachusetts	$1.52M	-$14M	1	0%	Reduced
547	Parallax Volatility Advisers San Francisco, California	$1.49M	+$1.46M	2	0.01%	Increased
548	KIG Kessler Investment Group Columbus, Indiana	$1.46M	+$58.8K	1	3.1%	Increased
549	Veritable Wilmington, Delaware	$1.46M	+$166K	1	0.03%	Increased
550	CCM Compton Capital Management Providence, Rhode Island	$1.46M	-$51.6K	1	0.84%	Reduced