← 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	HL HeadInvest LLC Portland, Maine	$1.91M	-$82.4K	2	0.59%	Reduced
527	Martingale Asset Management Boston, Massachusetts	$1.91M	+$142K	2	0.03%	Increased
528	ACM Ativo Capital Management Chicago, Illinois	$1.9M	-$432K	1	0.51%	Reduced
529	BIA BMT Investment Advisors Berwyn, Pennsylvania	$1.88M	+$363K	1	1.36%	Increased
530	Scotia Capital Toronto, Ontario, Canada	$1.87M	-$927K	2	0.03%	Reduced
531	CBN Cadence Bank NA Houston, Texas	$1.86M	-$24.3K	1	0.68%	Reduced
532	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.84M	+$388K	1	1.49%	Increased
533	DCM Dupont Capital Management Wilmington, Delaware	$1.84M	-$1.35M	1	0.04%	Reduced
534	AAM Azzad Asset Management Falls Church, Virginia	$1.83M	-$14.7K	2	0.58%	Reduced
535	HIM Harbour Investment Management Edmonds, Washington	$1.82M	-$121K	1	1.28%	Reduced
536	SAM Selway Asset Management	$1.82M	-$233K	1	1.07%	Reduced
537	PT Plimoth Trust Plymouth, Massachusetts	$1.82M	+$1.79M	1	0.65%	New
538	Central Trust Company Jefferson City, Missouri	$1.81M	+$91.7K	2	0.11%	Increased
539	CIM CenturyLink Investment Management Denver, Colorado	$1.8M	-$139K	1	0.64%	Reduced
540	Simplicity Solutions Minneapolis, Minnesota	$1.8M	+$1.1M	2	0.18%	Increased
541	Cubist Systematic Strategies Stamford, Connecticut	$1.8M	-$2.95M	3	0.1%	Reduced
542	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.79M	+$17.3K	1	0.2%	Increased
543	Jacobs Levy Equity Management Florham Park, New Jersey	$1.77M	+$761K	2	0.03%	Increased
544	PP Paloma Partners Greenwich, Connecticut	$1.75M	+$1.39M	1	0.02%	Increased
545	SAM Strategy Asset Managers Pasadena, California	$1.75M	+$34K	1	0.34%	Increased
546	Sigma Planning Corp Ann Arbor, Michigan	$1.74M	+$51.2K	2	0.13%	Increased
547	Caprock Group Boise, Idaho	$1.73M	+$88.7K	2	0.34%	Increased
548	AFM Andesa Financial Management Allentown, Pennsylvania	$1.72M	+$1.69M	1	2.54%	New
549	RP Rice Partnership Honolulu, Hawaii	$1.71M	+$1.68M	1	1.2%	New
550	TCOT Trust Company of Toledo Holland, Ohio	$1.71M	+$72.5K	1	0.42%	Increased