← 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
551	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.24M	+$52K	1	1.8%	Increased
552	CCA Cobblestone Capital Advisors Rochester, New York	$1.24M	-$562K	2	0.25%	Reduced
553	FineMark National Bank & Trust Fort Myers, Florida	$1.24M	+$602K	2	0.31%	Increased
554	Creative Planning Overland Park, Kansas	$1.23M	+$278K	4	0.02%	Increased
555	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.23M	-$175K	3	0.01%	Reduced
556	Stephens Inc Little Rock, Arkansas	$1.23M	-$141K	1	0.07%	Reduced
557	abrdn Investment Management Edinburgh, United Kingdom	$1.21M	-$191K	1	0.01%	Reduced
558	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.2M	-$6.18K	1	1.22%	Reduced
559	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.2M	-$30.2K	1	0.71%	Reduced
560	KIG Kessler Investment Group Columbus, Indiana	$1.19M	-$359K	2	3.24%	Reduced
561	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.18M	+$1.15M	2	0.09%	New
562	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.18M	$0	1	0.08%	Maintained
563	Martingale Asset Management Boston, Massachusetts	$1.18M	+$577K	1	0.04%	Increased
564	RIM Regent Investment Management Louisville, Kentucky	$1.17M	+$296K	1	0.77%	Increased
565	Walleye Trading New York	$1.17M	-$72.2K	1	0.01%	Reduced
566	Davis Selected Advisers Tucson, Arizona	$1.17M	$0	1	0%	Maintained
567	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.16M	+$1.13M	1	0.22%	New
568	First Allied Advisory Services San Diego, California	$1.15M	+$108K	2	0.07%	Increased
569	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.15M	$0	1	0.17%	Maintained
570	WB Webster Bank Waterbury, Connecticut	$1.15M	-$489K	1	0.18%	Reduced
571	GF Gerstein Fisher New York	$1.14M	+$29.1K	1	0.25%	Increased
572	PIC Portland Investment Counsel Burlington, Ontario, Canada	$1.13M	$0	1	3.17%	Maintained
573	GIM Guardian Investment Management Tiburon, California	$1.12M	+$282K	2	1.53%	Increased
574	SAMNY Samsung Asset Management (New York) New York	$1.12M	-$141K	1	1.31%	Reduced
575	MAI Capital Management Independence, Ohio	$1.11M	+$128K	1	0.14%	Increased