← 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	CCP Corient Capital Partners Newport Beach, California	$1.54M	-$5.31K	1	0.27%	Reduced
527	CPO Cerity Partners OCIO New York	$1.52M	+$188K	1	0.13%	Increased
528	HIM Harbour Investment Management Edmonds, Washington	$1.52M	+$477K	1	1.16%	Increased
529	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$1.52M	-$56.8K	1	0.58%	Reduced
530	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.51M	-$44.6K	1	0.2%	Reduced
531	Jefferies Group New York	$1.51M	+$934K	1	0.01%	Increased
532	Laird Norton Wetherby Wealth Management San Francisco, California	$1.5M	+$59.6K	2	0.29%	Increased
533	TCOT Trust Company of Toledo Holland, Ohio	$1.49M	+$39K	1	0.42%	Increased
534	Jacobs Levy Equity Management Florham Park, New Jersey	$1.47M	-$172K	2	0.03%	Reduced
535	RegentAtlantic Capital Morristown, New Jersey	$1.46M	+$275K	1	0.14%	Increased
536	CI Cigna Investments Bloomfield, Connecticut	$1.46M	+$1.44M	2	0.16%	New
537	BA BKS Advisors Southfield, Michigan	$1.45M	-$134K	1	0.68%	Reduced
538	BCP Blue Chip Partners Farmington Hills, Michigan	$1.44M	+$1.03M	1	0.57%	Increased
539	State of Alaska Department of Revenue Juneau, Alaska	$1.43M	-$1.02M	3	0.14%	Reduced
540	Verition Fund Management Greenwich, Connecticut	$1.42M	+$407K	1	0.12%	Increased
541	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.41M	+$773K	2	0.02%	Increased
542	MCM Mork Capital Management Healdsburg, California	$1.4M	$0	1	0.98%	Maintained
543	PP Palladium Partners Norfolk, Virginia	$1.39M	-$31.8K	1	0.12%	Reduced
544	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.39M	-$13.3K	1	0.07%	Reduced
545	GA Geneva Advisors Chicago, Illinois	$1.38M	+$49.6K	2	0.03%	Increased
546	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.38M	$0	1	0.03%	Maintained
547	PCP P2 Capital Partners New York	$1.37M	+$224K	1	0.18%	Increased
548	Barings Charlotte, North Carolina	$1.37M	-$321K	1	0.03%	Reduced
549	MSI Financial Services Springfield, Massachusetts	$1.37M	+$416K	4	0.04%	Increased
550	Profund Advisors Bethesda, Maryland	$1.35M	+$443K	2	0.06%	Increased