← 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	Veritable Wilmington, Delaware	$1.7M	+$85K	2	0.03%	Increased
552	MCM Monument Capital Management Alexandria, Virginia	$1.7M	+$1.67M	1	1.2%	New
553	Engineers Gate Manager New York	$1.68M	+$1.65M	1	0.12%	New
554	CC ClearArc Capital Cincinnati, Ohio	$1.67M	+$189K	1	0.23%	Increased
555	Tudor Investment Corp Stamford, Connecticut	$1.66M	+$928K	1	0.04%	Increased
556	NewEdge Advisors New Orleans, Louisiana	$1.65M	+$55.2K	1	0.22%	Increased
557	SRAM Stone Ridge Asset Management New York	$1.65M	+$1.63M	3	0.1%	New
558	PCTC Perkins Coie Trust Company Seattle, Washington	$1.63M	+$16.6K	1	0.82%	Increased
559	SP SWS Partners Columbus, Ohio	$1.63M	+$1.6M	1	1.22%	New
560	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.62M	$0	1	0.03%	Maintained
561	OI Oakbrook Investments Lisle, Illinois	$1.62M	+$1.59M	1	0.1%	New
562	Pacer Advisors Malvern, Pennsylvania	$1.62M	+$95.4K	2	0.11%	Increased
563	Bogart Wealth LLC Mclean, Virginia	$1.62M	+$112K	2	1.04%	Increased
564	SCA Sippican Capital Advisors Boston, Massachusetts	$1.59M	-$111K	1	1.55%	Reduced
565	SSA South Street Advisors New York	$1.58M	$0	1	0.48%	Maintained
566	BA Boston Advisors Boston, Massachusetts	$1.57M	-$107K	1	0.03%	Reduced
567	Private Advisor Group Morristown, New Jersey	$1.57M	-$696K	2	0.07%	Reduced
568	Burney Company Reston, Virginia	$1.56M	+$295K	2	0.09%	Increased
569	FCCM First City Capital Management Savannah, Georgia	$1.52M	+$172K	2	1.04%	Increased
570	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$1.52M	+$1.48M	1	1.26%	Increased
571	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.51M	-$32.6K	4	0.09%	Reduced
572	FPS Fieldpoint Private Securities Greenwich, Connecticut	$1.5M	-$29K	2	0.79%	Reduced
573	AIL AGF Investments LLC Toronto, Ontario, Canada	$1.49M	+$277K	1	0.26%	Increased
574	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.48M	+$17.2K	2	0.36%	Increased
575	MCM Maryland Capital Management Towson, Maryland	$1.48M	+$1.45M	1	0.22%	New