← 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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.34M	+$115K	1	0.08%	Increased
527	Quantbot Technologies New York	$1.34M	+$1.41M	2	0.18%	Increased
528	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.34M	-$70.9K	1	2.62%	Reduced
529	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.33M	+$1.17M	2	0.01%	Increased
530	WRM Westport Resources Management Westport, Connecticut	$1.32M	+$45.5K	1	0.36%	Increased
531	OIA Optimum Investment Advisors Chicago, Illinois	$1.32M	-$14.2K	2	0.44%	Reduced
532	AT Arden Trust Wilmington, Delaware	$1.31M	+$1.47M	1	0.18%	New
533	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.3M	$0	1	0.06%	Maintained
534	FineMark National Bank & Trust Fort Myers, Florida	$1.29M	-$802K	2	0.21%	Reduced
535	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.29M	+$94.7K	1	0.18%	Increased
536	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.29M	-$128K	1	0.25%	Reduced
537	RH Rayner & Haynor Mill Valley, California	$1.28M	-$42.5K	1	0.98%	Reduced
538	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.28M	+$20.6K	1	0.22%	Increased
539	PCTC Perkins Coie Trust Company Seattle, Washington	$1.27M	+$15.5K	1	1.07%	Increased
540	ZCM Zebra Capital Management Stamford, Connecticut	$1.27M	+$48.8K	2	0.5%	Increased
541	HA Hamel Associates Chatham, New Jersey	$1.26M	+$186K	1	0.84%	Increased
542	MIM Midwest Investment Management Cleveland, Ohio	$1.26M	+$97.2K	1	0.94%	Increased
543	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.26M	-$69.7K	1	1.37%	Reduced
544	abrdn Investment Management Edinburgh, United Kingdom	$1.26M	-$23.5K	1	0%	Reduced
545	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.24M	-$356K	1	0.06%	Reduced
546	Daiwa Securities Group Tokyo, Japan	$1.24M	-$42.5K	1	0.01%	Reduced
547	ICOA Investment Centers of America Bismarck, North Dakota	$1.24M	+$209K	1	0.22%	Increased
548	UR USCA RIA Houston, Texas	$1.22M	-$138K	1	0.37%	Reduced
549	CCM Compton Capital Management Providence, Rhode Island	$1.2M	-$21.3K	1	0.65%	Reduced
550	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.2M	+$28.7K	1	1.11%	Increased