← 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	HFM Hartford Financial Management Hartford, Connecticut	$2.96M	$0	1	0.74%	Maintained
527	BAM Blueshift Asset Management Red Bank, New Jersey	$2.96M	+$1.85M	3	0.16%	Increased
528	Meiji Yasuda Life Insurance Tokyo, Japan	$2.91M	-$3.75K	1	0.05%	Reduced
529	OF Outfitter Financial Brunswick, Maine	$2.9M	-$6.16K	2	2.23%	Reduced
530	NC NewSquare Capital Newtown Square, Pennsylvania	$2.89M	-$1.4M	1	0.34%	Reduced
531	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.89M	+$736K	3	0.01%	Increased
532	BWM BerganKDV Wealth Management Bloomington, Minnesota	$2.89M	-$37.8K	3	0.34%	Reduced
533	Ethic Inc New York	$2.86M	+$878K	3	0.35%	Increased
534	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$2.85M	$0	1	0.02%	Maintained
535	SSB Sandy Spring Bank Olney, Maryland	$2.83M	+$210K	1	0.15%	Increased
536	Davenport & Co Richmond, Virginia	$2.82M	-$2.59K	1	0.02%	Reduced
537	SP SWS Partners Columbus, Ohio	$2.82M	+$1.87K	1	1.83%	Increased
538	SC Sawyer & Company Boston, Massachusetts	$2.81M	-$9.37K	1	1.31%	Reduced
539	FIM Fruth Investment Management Houston, Texas	$2.81M	$0	1	0.84%	Maintained
540	MAM Marketfield Asset Management New York	$2.77M	$0	1	2.05%	Maintained
541	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.75M	+$144K	4	0.03%	Increased
542	MUFG Americas New York	$2.74M	-$18.7K	1	0.05%	Reduced
543	LD Lipe & Dalton Syracuse, New York	$2.73M	$0	1	1.42%	Maintained
544	PAM Premier Asset Management Chicago, Illinois	$2.73M	-$839K	1	0.4%	Reduced
545	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.72M	+$277K	3	0.13%	Increased
546	Sequoia Financial Advisors Akron, Ohio	$2.72M	+$1.68M	1	0.1%	Increased
547	MWA Meridian Wealth Advisors Austin, Texas	$2.71M	+$152K	1	0.77%	Increased
548	Tocqueville Asset Management New York	$2.7M	+$716K	2	0.04%	Increased
549	JGUA John G. Ullman & Associates Corning, New York	$2.7M	$0	1	0.35%	Maintained
550	PPWP Proquility Private Wealth Partners Las Vegas, Nevada	$2.7M	+$950K	1	1.01%	Increased