← 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	TCOT Trust Company of Toledo Holland, Ohio	$1.57M	-$2.8K	1	0.37%	Reduced
552	JWCA J.W. Coons Advisors Columbus, Ohio	$1.56M	+$130K	1	0.69%	Increased
553	Old National Bancorp Evansville, Indiana	$1.56M	+$315K	2	0.08%	Increased
554	Cerity Partners New York	$1.55M	+$81.2K	1	0.09%	Increased
555	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.55M	+$988	1	1.09%	Increased
556	Segall Bryant & Hamill Chicago, Illinois	$1.54M	-$193K	2	0.03%	Reduced
557	AP Advisor Partners Walnut Creek, California	$1.54M	+$36.4K	2	0.14%	Increased
558	Capital Analysts LLC Fort Washington, Pennsylvania	$1.54M	-$32.3K	1	0.16%	Reduced
559	SFM Signet Financial Management Parsippany, New Jersey	$1.52M	+$93.8K	1	0.34%	Increased
560	IFG Advisory Atlanta, Georgia	$1.51M	-$1.58K	2	0.27%	Reduced
561	Lido Advisors Los Angeles, California	$1.49M	-$346K	1	0.05%	Reduced
562	Veritable Wilmington, Delaware	$1.49M	-$35.6K	1	0.03%	Reduced
563	MUFG Securities EMEA London, United Kingdom	$1.49M	-$14.1M	1	0.01%	Reduced
564	MC MRJ Capital New York	$1.49M	$0	1	1.27%	Maintained
565	Todd Asset Management Louisville, Kentucky	$1.48M	-$256K	1	0.05%	Reduced
566	SIC SFE Investment Counsel Los Angeles, California	$1.47M	+$6.58K	1	0.65%	Increased
567	WAM World Asset Management Detroit, Michigan	$1.46M	-$874K	1	0.16%	Reduced
568	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.46M	-$228K	3	0.34%	Reduced
569	EIM Essex Investment Management Boston, Massachusetts	$1.45M	-$425K	2	0.24%	Reduced
570	MIM Marco Investment Management Atlanta, Georgia	$1.44M	-$65.9K	1	0.26%	Reduced
571	CAM Claret Asset Management Montreal, Quebec, Canada	$1.42M	-$5.39K	1	0.34%	Reduced
572	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.4M	-$19K	4	0.09%	Reduced
573	Evergreen Capital Management Bellevue, Washington	$1.39M	+$245K	1	0.11%	Increased
574	SFO Stokes Family Office New Orleans, Louisiana	$1.39M	-$410K	1	0.35%	Reduced
575	FP Factorial Partners Mt. Kisco, New York	$1.38M	+$502K	2	1.52%	Increased