← 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	HFM Hartford Financial Management Hartford, Connecticut	$1.96M	$0	2	0.66%	Maintained
552	Todd Asset Management Louisville, Kentucky	$1.96M	-$13.6K	1	0.05%	Reduced
553	Voleon Capital Management Berkeley, California	$1.96M	+$2.03M	1	0.11%	New
554	HRT Financial New York	$1.96M	+$1.92M	2	0.12%	New
555	MIM Moseley Investment Management Bradenton, Florida	$1.95M	+$40.7K	1	1.82%	Increased
556	Laird Norton Wetherby Wealth Management San Francisco, California	$1.94M	+$82K	2	0.21%	Increased
557	Johnson Investment Counsel Cincinnati, Ohio	$1.94M	-$34.1K	3	0.04%	Reduced
558	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.93M	-$66.7K	1	1.12%	Reduced
559	PAM Premier Asset Management Chicago, Illinois	$1.92M	+$1.87M	1	0.45%	New
560	SCM Stonebridge Capital Management Los Angeles, California	$1.92M	-$594K	1	0.76%	Reduced
561	IFG Advisory Atlanta, Georgia	$1.91M	-$128K	2	0.34%	Reduced
562	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.91M	+$37.1K	2	0.11%	Increased
563	NC NewSquare Capital Newtown Square, Pennsylvania	$1.9M	+$98K	1	0.35%	Increased
564	WSCM Wellington Shields Capital Management New York	$1.88M	+$14.6K	2	0.31%	Increased
565	TEE Tibra Equities Europe London, United Kingdom	$1.87M	-$140K	2	0.14%	Reduced
566	Sigma Planning Corp Ann Arbor, Michigan	$1.87M	+$55.3K	1	0.1%	Increased
567	CAM Claret Asset Management Montreal, Quebec, Canada	$1.86M	+$12K	1	0.38%	Increased
568	Scotia Capital Toronto, Ontario, Canada	$1.86M	-$460K	2	0.02%	Reduced
569	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$1.85M	-$1.91K	1	0.52%	Reduced
570	CF CNA Financial Chicago, Illinois	$1.84M	$0	1	0.38%	Maintained
571	Daiwa Securities Group Tokyo, Japan	$1.83M	-$1.08M	1	0.02%	Reduced
572	ETrade Capital Management Arlington, Virginia	$1.83M	-$499K	2	0.05%	Reduced
573	NIM NXG Investment Management Dallas, Texas	$1.82M	-$2.39M	1	0.07%	Reduced
574	Williams Jones & Associates New York	$1.8M	-$490K	1	0.04%	Reduced
575	Lido Advisors Los Angeles, California	$1.79M	+$27.8K	1	0.1%	Increased