← 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	RIM Reliant Investment Management Memphis, Tennessee	$4.33M	+$3.5M	1	2.49%	Increased
527	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$4.32M	-$165K	2	1.25%	Reduced
528	CSC Cove Street Capital El Segundo, California	$4.32M	-$3.33M	1	1.34%	Reduced
529	Banque Pictet & Cie Geneva 73, Switzerland	$4.28M	-$2.14M	1	0.04%	Reduced
530	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$4.28M	-$151K	2	0.29%	Reduced
531	DWA Dorsey Wright & Associates Pasadena, California	$4.27M	-$314K	4	1.29%	Reduced
532	WIS Wright Investors Service Shelton, Connecticut	$4.22M	-$329K	2	1.19%	Reduced
533	SCP Shorepoint Capital Partners Norwood, Massachusetts	$4.22M	-$57.7K	1	1.19%	Reduced
534	Dakota Wealth Management Palm Beach Gardens, Florida	$4.21M	-$10.7M	2	0.2%	Reduced
535	SWM Scissortail Wealth Management Tulsa, Oklahoma	$4.2M	+$3.52M	1	3.45%	New
536	ArrowMark Colorado Holdings Denver, Colorado	$4.19M	+$487K	1	0.05%	Increased
537	Hillsdale Investment Management Toronto, Ontario, Canada	$4.18M	+$3.15M	2	0.38%	Increased
538	Meiji Yasuda Life Insurance Tokyo, Japan	$4.17M	-$93.2K	1	0.11%	Reduced
539	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$4.14M	+$648K	2	0.07%	Increased
540	NWM Northwest Wealth Management Spencer, Iowa	$4.13M	+$12.8K	1	1.5%	Increased
541	LGT Group Foundation Vaduz, Liechtenstein	$4.12M	-$481K	1	0.1%	Reduced
542	First National Trust Hermitage, Pennsylvania	$4.11M	-$183K	1	0.19%	Reduced
543	Dana Investment Advisors Waukesha, Wisconsin	$4.1M	-$48.4K	1	0.2%	Reduced
544	Virginia Retirement Systems Richmond, Virginia	$4.09M	+$1.98M	2	0.04%	Increased
545	EA Series Trust Newtown Square, Pennsylvania	$4.08M	+$3.52M	2	0.14%	New
546	Empowered Funds Havertown, Pennsylvania	$4.08M	+$3.03M	2	0.14%	Increased
547	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.07M	-$869K	3	0.02%	Reduced
548	Advisor Partners II Walnut Creek, California	$4.07M	-$611K	1	0.19%	Reduced
549	SW StrongBox Wealth Lee's Summit, Missouri	$4.05M	+$232K	1	2.56%	Increased
550	SFI Siemens Fonds Invest Munich, Germany	$4.03M	-$47K	1	0.39%	Reduced