← 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	Simplex Trading Chicago, Illinois	$921K	+$939K	4	0.07%	Increased
552	RC Roundview Capital Princeton, New Jersey	$916K	+$1.05M	1	0.39%	New
553	Thompson Siegel & Walmsley Richmond, Virginia	$912K	+$195K	1	0.02%	Increased
554	BB&T Securities Richmond, Virginia	$911K	-$779K	1	0.02%	Reduced
555	MLICM Metropolitan Life Insurance Company (MetLife) New York	$907K	$0	2	0.01%	Maintained
556	TCOTO Trust Company of the Ozarks Springfield, Missouri	$907K	-$32.5K	2	0.31%	Reduced
557	SAM Shell Asset Management The Hague, Netherlands	$905K	+$43.6K	1	0.01%	Increased
558	CA Callahan Advisors Houston, Texas	$902K	-$1.87M	1	0.28%	Reduced
559	LIA LS Investment Advisors Bloomfield Hills, Michigan	$900K	+$63.5K	4	0.07%	Increased
560	Numeric Investors Boston, Massachusetts	$898K	+$1.03M	1	0.01%	New
561	RIM Regent Investment Management Louisville, Kentucky	$895K	-$210K	1	0.49%	Reduced
562	SA Strategic Advisors New York	$892K	-$54.5K	1	0.62%	Reduced
563	Ancora Advisors Cleveland, Ohio	$887K	-$29.5K	1	0.11%	Reduced
564	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$879K	-$98.4K	1	0.2%	Reduced
565	PRC Platte River Capital Denver, Colorado	$872K	-$914K	1	0.8%	Reduced
566	PIA Peachtree Investment Advisors Atlanta, Georgia	$868K	+$13.1K	1	0.9%	Increased
567	AFG Albion Financial Group Salt Lake City, Utah	$864K	+$66.4K	1	0.16%	Increased
568	HIM Harbour Investment Management Edmonds, Washington	$862K	-$974	1	0.69%	Reduced
569	Ronald Blue & Co Roswell, Georgia	$862K	-$141K	1	0.05%	Reduced
570	DTL Dynamic Technology Lab Singapore	$861K	+$523K	2	0.29%	Increased
571	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$857K	$0	1	0.12%	Maintained
572	GWM Gupta Wealth Management San Diego, California	$854K	-$143K	2	0.21%	Reduced
573	Luther King Capital Management (LKCM) Fort Worth, Texas	$854K	-$6.61K	1	0.01%	Reduced
574	AI ArchPoint Investors Coral Gables, Florida	$852K	+$154K	2	0.59%	Increased
575	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$838K	-$51.7K	1	0.08%	Reduced