← 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	FA FDx Advisors Chicago, Illinois	$1.14M	-$242K	1	0.05%	Reduced
527	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.13M	-$58K	1	1.21%	Reduced
528	CCT Capital City Trust Tallahassee, Florida	$1.11M	+$102K	1	0.45%	Increased
529	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.1M	-$140K	1	0.15%	Reduced
530	Calamos Wealth Management Naperville, Illinois	$1.08M	-$64.9K	1	0.19%	Reduced
531	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.08M	+$66.6K	2	0.37%	Increased
532	PCP P2 Capital Partners New York	$1.08M	+$1.07M	1	0.19%	New
533	Bragg Financial Advisors Charlotte, North Carolina	$1.07M	+$798K	1	0.19%	Increased
534	MM Midas Management New York	$1.07M	$0	1	0.61%	Maintained
535	CPO Cerity Partners OCIO New York	$1.07M	+$46.1K	1	0.11%	Increased
536	Cambridge Investment Research Advisors Fairfield, Iowa	$1.06M	-$45K	1	0.02%	Reduced
537	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.06M	+$27.6K	1	0.9%	Increased
538	Veritable Wilmington, Delaware	$1.05M	-$128K	1	0.03%	Reduced
539	NA Navellier & Associates Reno, Nevada	$1.05M	+$464K	1	0.16%	Increased
540	Fort Washington Investment Advisors Cincinnati, Ohio	$1.05M	+$4.91K	1	0.02%	Increased
541	MLICM Metropolitan Life Insurance Company (MetLife) New York	$1.02M	$0	2	0.01%	Maintained
542	Ancora Advisors Cleveland, Ohio	$1.01M	+$29.7K	1	0.12%	Increased
543	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.01M	-$256K	1	0.79%	Reduced
544	DTL Dynamic Technology Lab Singapore	$1.01M	+$1,000K	1	0.27%	New
545	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$998K	$0	1	0.13%	Maintained
546	SB Simmons Bank Pine Bluff, Arkansas	$998K	-$59.3K	2	0.11%	Reduced
547	Commerzbank Aktiengesellschaft Frankfurt, Germany	$996K	-$310K	2	0.01%	Reduced
548	Ronald Blue & Co Roswell, Georgia	$993K	-$12K	1	0.05%	Reduced
549	HIM Harbour Investment Management Edmonds, Washington	$992K	+$89.3K	1	0.76%	Increased
550	OIA Optimum Investment Advisors Chicago, Illinois	$986K	-$24.6K	1	0.38%	Reduced