← 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	OIA Optimum Investment Advisors Chicago, Illinois	$1.46M	-$80.3K	2	0.55%	Reduced
552	WRM Westport Resources Management Westport, Connecticut	$1.43M	+$227K	2	0.4%	Increased
553	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.42M	-$54.9K	1	0.28%	Reduced
554	MIM Midwest Investment Management Cleveland, Ohio	$1.42M	-$17.3K	1	1.06%	Reduced
555	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.42M	-$45K	1	0.45%	Reduced
556	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.42M	+$254K	1	0.09%	Increased
557	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.42M	-$588K	1	0.16%	Reduced
558	ICOA Investment Centers of America Bismarck, North Dakota	$1.4M	+$875K	1	0.29%	Increased
559	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.39M	+$61.6K	1	1.3%	Increased
560	BCA Benchmark Capital Advisors New York	$1.39M	+$147K	1	0.96%	Increased
561	HIM Harbour Investment Management Edmonds, Washington	$1.39M	$0	1	0.91%	Maintained
562	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.38M	-$32.9K	1	0.64%	Reduced
563	CC Curian Capital Denver, Colorado	$1.38M	-$52.2K	1	0.02%	Reduced
564	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.38M	-$47K	2	0.39%	Reduced
565	CAM Carret Asset Management New York	$1.36M	+$175K	2	0.27%	Increased
566	PAM Private Asset Management San Diego, California	$1.36M	+$1.33M	1	0.23%	New
567	DC Deere & Company Moline, Illinois	$1.35M	-$684K	2	0.08%	Reduced
568	Ingalls & Snyder LLC New York	$1.35M	-$28.1K	2	0.07%	Reduced
569	NERM New England Research & Management Chicago, Illinois	$1.35M	-$3.82K	2	1.24%	Reduced
570	Sterling Capital Management Charlotte, North Carolina	$1.32M	+$1.31M	2	0.01%	New
571	AF Arrow Financial Glens Falls, New York	$1.32M	+$255K	1	0.38%	Increased
572	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.32M	+$229K	2	0.1%	Increased
573	MAM Mizuho Asset Management Tokyo, Japan	$1.31M	-$89.9K	1	0.26%	Reduced
574	G GlobalBridge Minneapolis, Minnesota	$1.31M	+$78.3K	1	0.61%	Increased
575	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.31M	+$7.37K	3	0.01%	Increased