← 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	RIG Roosevelt Investment Group New York	$2.6M	$0	1	0.18%	Maintained
527	Cookson Peirce & Co Pittsburgh, Pennsylvania	$2.56M	+$894K	3	0.17%	Increased
528	MSL Mackay Shields LLC New York	$2.55M	+$43.5K	2	0.02%	Increased
529	MIM Moseley Investment Management Bradenton, Florida	$2.54M	-$56.3K	1	1.48%	Reduced
530	Wolverine Asset Management Chicago, Illinois	$2.52M	+$2.24M	1	0.02%	Increased
531	Evergreen Capital Management Bellevue, Washington	$2.5M	+$433K	1	0.15%	Increased
532	AHC Adell Harriman & Carpenter Houston, Texas	$2.5M	+$762K	1	0.33%	Increased
533	BWM BerganKDV Wealth Management Bloomington, Minnesota	$2.46M	-$105K	3	0.35%	Reduced
534	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$2.41M	+$52.4K	1	0.57%	Increased
535	HFM Hartford Financial Management Hartford, Connecticut	$2.4M	$0	1	0.64%	Maintained
536	JGUA John G. Ullman & Associates Corning, New York	$2.39M	$0	1	0.37%	Maintained
537	PT Plimoth Trust Plymouth, Massachusetts	$2.37M	-$134K	1	0.74%	Reduced
538	Sumitomo Life Insurance Tokyo, Japan	$2.37M	-$216K	1	0.1%	Reduced
539	MUFG Americas New York	$2.37M	-$106K	1	0.04%	Reduced
540	Wolverine Trading Chicago, Illinois	$2.36M	+$354K	2	0%	Increased
541	AP Advisor Partners Walnut Creek, California	$2.36M	+$173K	2	0.18%	Increased
542	SAM Selway Asset Management	$2.35M	+$56.5K	1	1.43%	Increased
543	SC Sawyer & Company Boston, Massachusetts	$2.35M	-$28.3K	1	1.2%	Reduced
544	SP SWS Partners Columbus, Ohio	$2.35M	+$27.8K	1	1.05%	Increased
545	Davenport & Co Richmond, Virginia	$2.34M	+$64.8K	1	0.02%	Increased
546	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$2.31M	$0	1	0.02%	Maintained
547	FRA Front Row Advisors Tiburon, California	$2.3M	-$37.3K	2	1.18%	Reduced
548	FIM Fruth Investment Management Houston, Texas	$2.3M	-$67.8K	1	0.8%	Reduced
549	Meiji Yasuda Life Insurance Tokyo, Japan	$2.29M	-$798K	1	0.04%	Reduced
550	Vestmark Advisory Solutions Wakefield, Massachusetts	$2.27M	+$197K	2	0.25%	Increased