← 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	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.31M	-$41K	1	1.39%	Reduced
552	abrdn Investment Management Edinburgh, United Kingdom	$1.3M	-$51.5K	1	0.01%	Reduced
553	Cornerstone Investment Partners Atlanta, Georgia	$1.29M	+$206K	2	0.01%	Increased
554	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$1.29M	-$198K	2	0.09%	Reduced
555	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.28M	+$83.8K	2	0.09%	Increased
556	KCPG Kavar Capital Partners Group Leawood, Kansas	$1.25M	+$314K	1	0.99%	Increased
557	Stephens Inc Little Rock, Arkansas	$1.25M	+$143K	1	0.06%	Increased
558	FC FCA Corp Houston, Texas	$1.24M	+$1.26M	1	0.71%	New
559	CO Caldwell & Orkin Norcross, Georgia	$1.23M	+$1.19M	1	0.69%	New
560	ICOA Investment Centers of America Bismarck, North Dakota	$1.22M	-$101K	1	0.26%	Reduced
561	Ronald Blue & Co Roswell, Georgia	$1.22M	+$274K	1	0.06%	Increased
562	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.21M	-$428K	1	0.12%	Reduced
563	BCB Brian C. Broderick	$1.21M	-$344K	1	0.51%	Reduced
564	TIAA CREF Trust St Louis, Missouri	$1.2M	+$1.17M	1	0.02%	New
565	EFS Essex Financial Services Essex, Connecticut	$1.2M	+$191K	1	0.31%	Increased
566	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.2M	+$15.7K	2	0.33%	Increased
567	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.19M	-$5.12M	1	0.1%	Reduced
568	Martingale Asset Management Boston, Massachusetts	$1.18M	-$477K	1	0.03%	Reduced
569	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.17M	-$239K	2	0.01%	Reduced
570	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.17M	-$437K	1	0.1%	Reduced
571	GIM Guardian Investment Management Tiburon, California	$1.17M	+$97.4K	1	1.23%	Increased
572	BCA Benchmark Capital Advisors New York	$1.15M	-$8.24K	1	0.77%	Reduced
573	GL GLG LLC New York	$1.15M	$0	1	0.03%	Maintained
574	FMB Field & Main Bank Henderson, Kentucky	$1.15M	-$42.9K	1	1.07%	Reduced
575	GCP GSA Capital Partners London, United Kingdom	$1.15M	-$7.44M	1	0.08%	Reduced